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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 %
HPC
1351
HM Payson & Co
Maine
$768K +$17.2K +99 +2%
JWA
1352
JFS Wealth Advisors
Pennsylvania
$767K -$33.7K -194 -4%
CCM
1353
Cribstone Capital Management
Maine
$766K +$97.5K +561 +15%
ML
1354
McAdam LLC
Pennsylvania
$761K -$16.3K -76 -2%
PPC
1355
Park Place Capital
Alabama
$761K +$761K +4,378 New
FWCM
1356
Ferguson Wellman Capital Management
Oregon
$760K +$84.7K +487 +13%
SFP
1357
Sweet Financial Partners
Minnesota
$756K +$126K +727 +20%
AAMC
1358
Asset Allocation & Management Company
Illinois
$755K -$93.5K -538 -11%
PWPS
1359
Pinnacle Wealth Planning Services
Ohio
$755K -$262K -1,509 -26%
MGIA
1360
Moneta Group Investment Advisors
Missouri
$753K +$15.9K +86 +2%
IP
1361
Ignite Planners
California
$752K +$752K +4,129 New
HWM
1362
Hohimer Wealth Management
Washington
$750K -$752K -4,328 -50%
TBNY
1363
Trustco Bank (New York)
New York
$749K -$2.09K -12 -0.3%
CAGAS
1364
Capital Advisory Group Advisory Services
Minnesota
$746K -$53K -305 -7%
F
1365
F3Logic
Minnesota
$745K -$56.4K -324 -7%
GBS
1366
Gallagher Benefit Services
Illinois
$745K +$745K +4,283 New
CCM
1367
Cohen Capital Management
California
$739K – – –
FFM
1368
Forum Financial Management
Illinois
$738K +$30.2K +174 +4%
IWA
1369
IVC Wealth Advisors
Pennsylvania
$737K +$194K +1,506 +36%
PIM
1370
Profit Investment Management
Maryland
$737K – – –
RWM
1371
Ritholtz Wealth Management
New York
$730K -$809K -4,656 -53%
CP
1372
Covenant Partners
Tennessee
$728K – – –
WC
1373
Whitney & Co
New York
$728K +$10.4K +60 +1%
SVWAG
1374
Sound View Wealth Advisors Group
Georgia
$726K +$282K +1,791 +63%
GEA
1375
Glen Eagle Advisors
New Jersey
$721K -$4.35K -25 -0.6%
53 54
55
56 57