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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 %
ARMT
1376
Amica Retiree Medical Trust
Rhode Island
$640K -$158K -977 -20%
MWM
1377
Maltin Wealth Management
New Jersey
$638K -$823K -5,098 -56%
LIM
1378
Longfellow Investment Management
Massachusetts
$637K – – –
LAM
1379
LFS Asset Management
California
$634K – – –
HFM
1380
Harvest Fund Management
China
$634K +$88.7K +549 +16%
QOP
1381
Quinn Opportunity Partners
Virginia
$633K -$1.06M -6,580 -63%
FIBT
1382
First International Bank & Trust
North Dakota
$631K +$102K +629 +19%
BC
1383
Burney Company
Virginia
$630K +$107K +665 +21%
FBT
1384
First Bank & Trust
South Dakota
$629K +$285K +1,766 +83%
FWCM
1385
Ferguson Wellman Capital Management
Oregon
$627K -$18.4K -114 -3%
BB
1386
Busey Bank
Illinois
$624K -$19.1K -118 -3%
CCM
1387
Cinctive Capital Management
New York
$624K +$624K +3,865 New
CCM
1388
Cribstone Capital Management
Maine
$621K +$50.3K +311 +9%
RIA
1389
Richwood Investment Advisors
Ohio
$621K +$94.7K +586 +18%
CFGS
1390
Concourse Financial Group Securities
Alabama
$619K -$240K -1,486 -28%
TNAM
1391
Terra Nova Asset Management
New York
$616K -$29.2K -181 -5%
LCM
1392
Liberty Capital Management
Michigan
$614K -$7.43K -46 -1%
KC
1393
Kingfisher Capital
North Carolina
$610K +$323 +2 +0.1%
VCM
1394
Virtue Capital Management
Tennessee
$608K -$9.53K -59 -2%
WSTAM
1395
Wilbanks Smith & Thomas Asset Management
Virginia
$607K +$72.3K +447 +14%
SFP
1396
Sterling Financial Planning
New Jersey
$606K – – –
DAM
1397
Diamant Asset Management
Connecticut
$606K – – –
CWM
1398
Chesapeake Wealth Management
Virginia
$606K +$606K +3,751 New
TL
1399
Tradewinds LLC
North Carolina
$605K +$8.89K +55 +1%
CWP
1400
Concord Wealth Partners
Virginia
$604K -$1.29K -8 -0.2%
54 55
56
57 58