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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 %
CBT
1226
Central Bank & Trust
Kentucky
$991K +$14.3K +82 +1%
M1FG
1227
Mach-1 Financial Group
Arkansas
$989K +$983K +5,655 +17,672%
WANY
1228
Wealthspire Advisors (New York)
New York
$987K +$242K +1,393 +32%
PWM
1229
Palumbo Wealth Management
New York
$987K +$77.7K +447 +9%
JIC
1230
Joel Isaacson & Co
New York
$987K +$17.4K +100 +2%
FNBOSM
1231
First National Bank of South Miami
Florida
$983K +$31.6K +182 +3%
CWM
1232
Chesapeake Wealth Management
Virginia
$978K +$326K +1,875 +50%
FG
1233
Fiduciary Group
Georgia
$974K -$50.4K -290 -5%
BWAM
1234
Boyd Watterson Asset Management
Ohio
$971K +$62.8K +361 +7%
FFA
1235
Founders Financial Alliance
North Carolina
$971K -$100K -576 -9%
FFN
1236
Focus Financial Network
Minnesota
$968K -$522 -3 -0.1%
IA
1237
IFG Advisory
Georgia
$967K -$650K -3,738 -40%
CWS
1238
Confluence Wealth Services
Pennsylvania
$964K -$3.48K -20 -0.4%
LWCFA
1239
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$964K -$104K -600 -10%
CT
1240
Colonial Trust
South Carolina
$961K -$13.2K -76 -1%
LFA
1241
Legacy Financial Advisors
Kentucky
$958K +$103K +595 +12%
RFG
1242
Range Financial Group
Oregon
$952K +$52K +299 +6%
BFAG
1243
Blackston Financial Advisory Group
Florida
$948K +$348 +2 +0%
Squarepoint
1244
Squarepoint
New York
$947K -$11.7M -67,415 -93%
ACS
1245
Archford Capital Strategies
Illinois
$946K -$25.6K -147 -3%
CT
1246
Coastline Trust
Rhode Island
$943K -$597K -3,432 -39%
ACM
1247
Allred Capital Management
Texas
$941K +$23.5K +135 +3%
LFAS
1248
Level Four Advisory Services
Texas
$940K +$705K +4,057 +301%
WMP
1249
Wealth Management Partners
Arizona
$939K – – –
CC
1250
Chicago Capital
Illinois
$939K -$8.69K -50 -0.9%
48 49
50
51 52