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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 %
MS
1326
Maven Securities
Jersey
$728K +$728K +4,507 New
WPA
1327
West Paces Advisors
Georgia
$725K +$54.1K +335 +8%
OC
1328
Oakworth Capital
Alabama
$721K – – –
IAMOG
1329
Investors Asset Management of Georgia
Georgia
$721K +$46.9K +290 +7%
CII
1330
Capital International Inc
California
$720K -$1.96M -12,100 -73%
ZCA
1331
Zeke Capital Advisors
Pennsylvania
$719K -$4.85K -30 -0.7%
CAWM
1332
Capital Advisors Wealth Management
Washington
$719K +$484K +2,999 +206%
SRG
1333
SBB Research Group
Illinois
$716K +$5.5K +34 +0.8%
CFCI
1334
Comprehensive Financial Consultants Institutional
Indiana
$716K +$68.4K +415 +11%
Credit Agricole
1335
Credit Agricole
France
$707K +$610K +3,770 +628%
MWA
1336
Meridian Wealth Advisors
Texas
$706K +$1.61K +10 +0.2%
CPIG
1337
Chicago Partners Investment Group
Illinois
$706K +$81K +479 +13%
TBNY
1338
Trustco Bank (New York)
New York
$698K +$13.7K +85 +2%
HPC
1339
HM Payson & Co
Maine
$698K +$76K +470 +12%
AWG
1340
Altus Wealth Group
Colorado
$694K – – –
WANY
1341
Wealthspire Advisors (New York)
New York
$693K +$21.8K +135 +3%
NFG
1342
Nations Financial Group
Iowa
$688K -$105K -650 -13%
CCM
1343
Cohen Capital Management
California
$687K – – –
GH
1344
GAM Holding
Switzerland
$687K +$1.13K +7 +0.2%
PIM
1345
Profit Investment Management
Maryland
$684K -$26.8K -166 -4%
SFM
1346
Signet Financial Management
New Jersey
$684K -$9.37K -58 -1%
SSG
1347
Summit Securities Group
New York
$682K -$260K -1,611 -28%
TFA
1348
Trinity Financial Advisors
Ohio
$680K +$680K +4,209 New
IWA
1349
IVC Wealth Advisors
Pennsylvania
$678K -$19.4K -120 -3%
FAFN
1350
First Affirmative Financial Network
Colorado
$677K -$56.7K -351 -8%
52 53
54
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