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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 %
SIM
1301
Sentry Investment Management
Wisconsin
$844K – – –
PI
1302
Pettee Investors
Connecticut
$841K – – –
EWA
1303
EverSource Wealth Advisors
Alabama
$841K -$675K -3,882 -45%
CAC
1304
Core Alternative Capital
Georgia
$840K -$677K -3,897 -45%
LOAMS
1305
Lombard Odier Asset Management (Switzerland)
Switzerland
$840K +$210K +1,208 +33%
DWM
1306
Darwin Wealth Management
Florida
$839K +$1.46K +8 +0.2%
RIL
1307
Rothschild Investment LLC
Illinois
$838K -$1.04K -6 -0.1%
MCM
1308
Mork Capital Management
California
$838K +$838K +4,820 New
HI
1309
Human Investing
Oregon
$837K -$130K -747 -13%
LA
1310
LVW Advisors
New York
$836K -$60.7K -349 -7%
OFG
1311
OmniStar Financial Group
North Carolina
$832K -$281K -1,615 -25%
TSWM
1312
Triangle Securities Wealth Management
North Carolina
$830K -$43.8K -252 -5%
MIH
1313
Meitav Investment House
Israel
$829K – – –
LWM
1314
Lyell Wealth Management
California
$829K +$27.8K +160 +3%
SC
1315
Savant Capital
Illinois
$828K +$214K +1,643 +35%
NL
1316
NVWM LLC
Pennsylvania
$827K -$13.9K -80 -2%
ZCA
1317
Zeke Capital Advisors
Pennsylvania
$826K +$52.8K +304 +7%
EWM
1318
Evermay Wealth Management
Virginia
$824K -$61.2K -352 -7%
DMBA
1319
Deseret Mutual Benefit Administrators
Utah
$823K -$536K -3,086 -39%
DAC
1320
Dividend Assets Capital
South Carolina
$820K -$12.5K -72 -2%
FBT
1321
First Bank & Trust
South Dakota
$820K +$143K +823 +21%
MSFS
1322
Main Street Financial Solutions
Pennsylvania
$818K -$59.1K -339 -7%
CFCI
1323
Comprehensive Financial Consultants Institutional
Indiana
$812K +$17.2K +94 +2%
VEA
1324
Virtus ETF Advisers
New York
$811K +$180K +1,033 +28%
LF
1325
Lantz Financial
Illinois
$808K +$2.61K +15 +0.3%
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