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United Parcel Service
UPS

Overview Fund Activity

2,218 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 945 increasing their positions, 772 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,218
Holders Change
+103
Holders Change %
+4.87%
% of All Funds
35.79%
Holding in Top 10
77
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.24%
New
244
Increased
945
Reduced
772
Closed
93
Calls
$2.14B
Puts
$2.16B
Net Calls
-$11M
Net Calls Change
-$1.16B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$587M
2
AWA
Arete Wealth Advisors
Illinois
+$465M
3
Morgan Stanley
Morgan Stanley
New York
+$339M
4
Barclays
Barclays
United Kingdom
+$115M
5
AI
Accredited Investors
Minnesota
+$112M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.18B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.03B
3
CWP
Capital Wealth Planning
Florida
-$276M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$232M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNA
1201
Bremer Bank National Association
Minnesota
$1.05M +$1.05M +6,020 New
RAM
1202
Redmond Asset Management
Virginia
$1.04M +$76.1K +438 +8%
MYIA
1203
Mount Yale Investment Advisors
Colorado
$1.04M -$317K -1,826 -23%
BCM
1204
Brown Capital Management
Maryland
$1.04M – – –
LC
1205
LCNB Corp
Ohio
$1.04M +$61.5K +354 +6%
GFS
1206
GYL Financial Synergies
Connecticut
$1.03M +$38.2K +220 +4%
PWW
1207
Pettyjohn Wood & White
Virginia
$1.03M – – –
NB
1208
NBT Bank
New York
$1.03M – – –
IRC
1209
Investors Research Corp
Georgia
$1.02M -$13K -75 -1%
MWM
1210
Meridian Wealth Management
Kentucky
$1.02M +$74.9K +431 +8%
HIA
1211
Harbor Investment Advisory
Maryland
$1.02M +$11K +63 +1%
PA
1212
Probity Advisors
Texas
$1.02M +$85.7K +493 +9%
CDH
1213
Charles D. Hyman
$1.02M +$695 +4 +0.1%
TCM
1214
Traynor Capital Management
Pennsylvania
$1.01M -$263K -1,513 -21%
PWP
1215
Phillips Wealth Planners
Mississippi
$1.01M +$1.01M +5,389 New
JIP
1216
Jaffetilchin Investment Partners
Florida
$1.01M -$216K -1,240 -18%
MHC
1217
Meyer Handelman Company
New York
$1.01M – – –
MSA
1218
Marino Stram & Associates
Massachusetts
$1.01M +$29.9K +172 +3%
FAIM
1219
Financial Advocates Investment Management
Washington
$1.01M +$491K +2,824 +95%
WBCM
1220
Wilson & Boucher Capital Management
California
$1M – – –
VCM
1221
Virtue Capital Management
Tennessee
$1M +$350K +2,013 +53%
PAMG
1222
Patton Albertson Miller Group
Tennessee
$1M -$8.17K -47 -0.8%
FFG
1223
Fortem Financial Group
California
$998K -$15.5K -89 -2%
ADIM
1224
Alpha DNA Investment Management
Maryland
$994K -$157K -904 -14%
SIS
1225
Strategic Investment Solutions
Illinois
$993K +$993K +5,189 New
47 48
49
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