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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 %
FIM
1276
Fernwood Investment Management
Massachusetts
$818K -$96.9K -600 -11%
ISL
1277
Ingalls & Snyder LLC
New York
$818K +$8.72K +54 +1%
MSFS
1278
Main Street Financial Solutions
Pennsylvania
$813K -$475K -2,940 -37%
TSWM
1279
Triangle Securities Wealth Management
North Carolina
$812K -$22.6K -140 -3%
SMC
1280
Smith, Moore & Co
Missouri
$811K -$18.2K -113 -2%
XT
1281
XTX Topco
Cayman Islands
$809K +$809K +5,006 New
CTI
1282
Community Trust & Investment
Kentucky
$808K -$16.2K -100 -2%
CI
1283
CPR Investments
Michigan
$808K – – –
BFA
1284
Buttonwood Financial Advisors
Maryland
$807K -$5.73K -35 -0.7%
FCM
1285
Fourpath Capital Management
Oklahoma
$807K +$97.1K +601 +14%
BW
1286
Bison Wealth
Georgia
$806K +$139K +859 +21%
CCM
1287
Chimera Capital Management
New York
$806K +$806K +4,987 New
PFSC
1288
Peoples Financial Services Corp
Pennsylvania
$803K +$21.6K +134 +3%
SAA
1289
Southeast Asset Advisors
Georgia
$799K – – –
AMG
1290
Advisors Management Group
Wisconsin
$799K +$162 +1 +0%
LFA
1291
Legacy Financial Advisors
Kentucky
$794K +$54.7K +339 +7%
CSB
1292
City State Bank
Iowa
$793K -$1.45K -9 -0.2%
HWA
1293
Heritage Wealth Advisors
Virginia
$792K +$162 +1 +0%
MIH
1294
Meitav Investment House
Israel
$790K – – –
AAMC
1295
Asset Allocation & Management Company
Illinois
$788K – – –
IP
1296
Intellectus Partners
California
$788K +$5.65K +35 +0.7%
SIM
1297
Sentry Investment Management
Wisconsin
$784K +$47.2K +292 +6%
PI
1298
Pettee Investors
Connecticut
$782K – – –
NL
1299
NVWM LLC
Pennsylvania
$781K +$968 +6 +0.1%
RIL
1300
Rothschild Investment LLC
Illinois
$780K – – –
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52
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