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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 %
ACM
1251
Allred Capital Management
Texas
$852K -$7.42K -46 -0.9%
HI
1252
Harbour Investments
Wisconsin
$852K – – –
AFS
1253
Axiom Financial Strategies
Indiana
$845K -$1.94K -12 -0.2%
PWM
1254
Palumbo Wealth Management
New York
$845K +$65.8K +407 +8%
DBG
1255
De Burlo Group
Massachusetts
$845K +$845K +5,229 New
BWAM
1256
Boyd Watterson Asset Management
Ohio
$844K – – –
LWP
1257
Lumature Wealth Partners
Georgia
$843K -$27.9K -173 -3%
V
1258
VeraBank
Texas
$842K – – –
SFS
1259
Solitude Financial Services
Virginia
$840K – – –
SCM
1260
Shelton Capital Management
Colorado
$839K – – –
RFG
1261
Range Financial Group
Oregon
$836K +$7.59K +47 +0.9%
PFWA
1262
Paces Ferry Wealth Advisors
Georgia
$835K -$1.45K -9 -0.2%
LA
1263
LVW Advisors
New York
$833K -$42.1K -261 -5%
WMP
1264
Wealth Management Partners
Arizona
$833K – – –
LFA
1265
LifeGuide Financial Advisors
Pennsylvania
$831K – – –
CS
1266
Capital Square
Tennessee
$831K +$87K +539 +12%
AW
1267
Apricus Wealth
South Carolina
$828K -$6.46K -40 -0.8%
EHWM
1268
Eads & Heald Wealth Management
Georgia
$828K +$29.9K +185 +4%
AAM
1269
AR Asset Management
California
$824K – – –
MA
1270
MKT Advisors
California
$824K +$2.26K +14 +0.3%
GWM
1271
Geneos Wealth Management
Colorado
$822K -$1.23M -7,643 -60%
EWM
1272
Evermay Wealth Management
Virginia
$822K -$25K -155 -3%
JFGIW
1273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$821K -$231K -1,378 -22%
CFS
1274
CRA Financial Services
New Jersey
$819K -$38.8K -240 -5%
DC
1275
DeDora Capital
California
$819K -$17.9K -111 -2%
49 50
51
52 53