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United Parcel Service
UPS

Overview Fund Activity

2,115 hedge funds and large institutions have $84.6B invested in United Parcel Service in 2022 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 958 increasing their positions, 743 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
-23
Holders Change %
-1.08%
% of All Funds
36.57%
Holding in Top 10
77
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-14.44%
% of All Funds
1.33%
New
136
Increased
958
Reduced
743
Closed
127
Calls
$2.79B
Puts
$1.64B
Net Calls
+$1.15B
Net Calls Change
+$882M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.13B
2
First Trust Advisors
First Trust Advisors
Illinois
+$126M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$97.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$94.1M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$64.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$295M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$212M
3
MFG
Merit Financial Group
Georgia
-$197M
4
ClearBridge Investments
ClearBridge Investments
New York
-$148M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFAG
1226
Blackston Financial Advisory Group
Florida
$915K -$5.2K -31 -0.6%
CBT
1227
Central Bank & Trust
Kentucky
$907K -$230K -1,427 -20%
MSA
1228
Marino Stram & Associates
Massachusetts
$907K +$48.9K +303 +6%
LC
1229
LCNB Corp
Ohio
$905K +$21.8K +135 +2%
CT
1230
Colonial Trust
South Carolina
$905K +$905K +5,603 New
ACS
1231
Archford Capital Strategies
Illinois
$903K +$485 +3 +0.1%
JIC
1232
Joel Isaacson & Co
New York
$901K +$558K +3,454 +163%
FFN
1233
Focus Financial Network
Minnesota
$900K -$193K -1,192 -18%
CWS
1234
Confluence Wealth Services
Pennsylvania
$899K -$229K -1,419 -20%
HI
1235
Human Investing
Oregon
$899K -$4.69K -29 -0.5%
RAM
1236
Redmond Asset Management
Virginia
$898K -$3.55K -22 -0.4%
CIP
1237
Capital Insight Partners
Arizona
$896K -$524K -3,245 -37%
HI
1238
HBK Investments
Texas
$885K +$885K +5,480 New
FNBOSM
1239
First National Bank of South Miami
Florida
$884K +$60.1K +372 +7%
SIP
1240
Stoneridge Investment Partners
Pennsylvania
$882K -$20.2K -125 -2%
MWM
1241
Meridian Wealth Management
Kentucky
$881K -$32.2K -199 -4%
CC
1242
Chicago Capital
Illinois
$881K +$646 +4 +0.1%
FFWA
1243
FRG Family Wealth Advisors
Washington
$877K -$8.08K -50 -0.9%
ESB
1244
Essex Savings Bank
Connecticut
$872K +$25.7K +159 +3%
WFM
1245
Wolff Financial Management
Michigan
$869K +$485 +3 +0.1%
PA
1246
Probity Advisors
Texas
$866K -$63.7K -394 -7%
ZIC
1247
ZWJ Investment Counsel
Georgia
$866K +$17.1K +106 +2%
PFP
1248
Paragon Financial Partners
California
$861K +$646 +4 +0.1%
BFO
1249
Boston Family Office
Massachusetts
$858K – – –
XWM
1250
Xcel Wealth Management
Florida
$854K – – –
48 49
50
51 52