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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 %
CP
1351
Covenant Partners
Tennessee
$677K – – –
CI
1352
Cavalier Investments
Georgia
$676K -$243K -1,507 -26%
LWM
1353
Liberty Wealth Management
California
$675K +$29.4K +182 +5%
GEA
1354
Glen Eagle Advisors
New Jersey
$674K -$71.1K -440 -10%
MCM
1355
Maryland Capital Management
Maryland
$672K +$30.8K +191 +5%
SCI
1356
S&CO Inc
Massachusetts
$670K -$3.23K -20 -0.5%
B
1357
Brightworth
Georgia
$669K +$4.04K +25 +0.6%
AIM
1358
Acropolis Investment Management
Missouri
$669K +$49.9K +309 +8%
WFC
1359
Western Financial Corp
California
$668K -$84.7K -524 -11%
SAM
1360
S.A. Mason
Michigan
$668K – – –
WC
1361
Whitney & Co
New York
$667K -$24.2K -150 -4%
GAM
1362
Grandview Asset Management
Pennsylvania
$664K -$23.2K -144 -3%
CBTWT
1363
Community Bank & Trust (Waco, Texas)
Texas
$662K +$15.8K +98 +2%
MMG
1364
Monetary Management Group
Missouri
$661K -$4.04K -25 -0.6%
ESBC
1365
E.S. Barr & Co
Kentucky
$661K -$2.43K -15 -0.4%
WTB
1366
Washington Trust Bank
Washington
$660K +$27.4K +170 +4%
FFM
1367
Forum Financial Management
Illinois
$658K +$29.3K +181 +5%
GWM
1368
Greenwich Wealth Management
Connecticut
$658K +$65.1K +403 +11%
PWC
1369
PYA Waltman Capital
Tennessee
$658K +$260K +1,609 +65%
SWM
1370
Salvus Wealth Management
New Jersey
$657K +$25.3K +157 +4%
VNA
1371
Valley National Advisers
Pennsylvania
$656K +$11.7K +70 +2%
IP
1372
Investment Partners
Ohio
$655K +$334K +2,070 +104%
WGAM
1373
Wilkinson Global Asset Management
New York
$651K – – –
JWM
1374
Jeppson Wealth Management
California
$647K +$16.6K +103 +3%
MGIA
1375
Moneta Group Investment Advisors
Missouri
$643K -$156K -967 -20%
53 54
55
56 57