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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 %
ETH
1276
Exos TFP Holdings
New York
$888K +$737K +4,242 +490%
AAM
1277
AR Asset Management
California
$887K – – –
LFA
1278
LifeGuide Financial Advisors
Pennsylvania
$886K -$8.69K -50 -1%
PFSC
1279
Peoples Financial Services Corp
Pennsylvania
$884K +$19.8K +114 +2%
RWA
1280
Ropes Wealth Advisors
Massachusetts
$882K +$50.6K +291 +6%
CFS
1281
CRA Financial Services
New Jersey
$881K – – –
WKWM
1282
Walter & Keenan Wealth Management
Indiana
$881K +$43.5K +250 +5%
FIM
1283
Fernwood Investment Management
Massachusetts
$880K – – –
DC
1284
DeDora Capital
California
$876K -$5.39K -31 -0.6%
CTI
1285
Community Trust & Investment
Kentucky
$869K – – –
CI
1286
CPR Investments
Michigan
$869K – – –
IP
1287
Intellectus Partners
California
$868K +$19.8K +114 +2%
SAG
1288
SageView Advisory Group
California
$864K +$864K +4,970 New
JFG
1289
Jefferies Financial Group
New York
$862K +$862K +4,960 New
VA
1290
Valmark Advisers
Ohio
$862K +$43.6K +251 +5%
AMG
1291
Advisors Management Group
Wisconsin
$861K +$2.09K +12 +0.2%
PFWA
1292
Paces Ferry Wealth Advisors
Georgia
$860K -$38.2K -220 -4%
SAA
1293
Southeast Asset Advisors
Georgia
$860K – – –
LWP
1294
Lumature Wealth Partners
Georgia
$859K -$48.5K -279 -5%
GCL
1295
Gouws Capital LLC
North Carolina
$854K +$508K +2,920 +146%
CSB
1296
City State Bank
Iowa
$854K – – –
BFA
1297
Buttonwood Financial Advisors
Maryland
$852K -$5.04K -29 -0.6%
PWC
1298
PYA Waltman Capital
Tennessee
$852K +$144K +826 +20%
FCM
1299
Fourpath Capital Management
Oklahoma
$848K -$20.9K -120 -2%
KMWM
1300
Keudell/Morrison Wealth Management
Oregon
$845K +$12.3K +71 +1%
50 51
52
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