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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 %
CA
1401
Claro Advisors
Massachusetts
$603K – – –
GBT
1402
Grove Bank & Trust
Florida
$602K +$41.7K +258 +7%
KCM
1403
Kanawha Capital Management
Virginia
$600K -$72.7K -450 -11%
BEAM
1404
Baker Ellis Asset Management
Washington
$599K +$43.8K +271 +8%
TWM
1405
Thrive Wealth Management
Pennsylvania
$598K +$201K +1,242 +51%
KFA
1406
Krane Funds Advisors
New York
$597K +$116K +720 +24%
SCP
1407
Stamos Capital Partners
California
$596K +$373K +2,310 +167%
BIP
1408
Blueprint Investment Partners
North Carolina
$596K +$596K +3,688 New
OWP
1409
Obermeyer Wealth Partners
Colorado
$595K -$16.9K -105 -3%
FMB
1410
Field & Main Bank
Kentucky
$594K -$485 -3 -0.1%
ESCM
1411
Echo Street Capital Management
New York
$593K +$593K +3,669 New
PG
1412
Patten Group
Tennessee
$589K +$159 +1 +0%
WEG
1413
World Equity Group
Illinois
$588K +$15.8K +98 +3%
VEA
1414
Virtus ETF Advisers
New York
$587K -$56.7K -351 -9%
ML
1415
McAdam LLC
Pennsylvania
$586K +$12K +74 +2%
LOAMS
1416
Lombard Odier Asset Management (Switzerland)
Switzerland
$585K -$152K -943 -21%
PK
1417
Pflug Koory
Nebraska
$585K – – –
RCM
1418
Raleigh Capital Management
North Carolina
$585K +$363K +2,250 +164%
SFP
1419
Sweet Financial Partners
Minnesota
$585K +$585K +3,623 New
CNFG
1420
Creegan & Nassoura Financial Group
New Hampshire
$584K +$3.07K +19 +0.5%
SQA
1421
Simon Quick Advisors
New Jersey
$584K +$10.2K +63 +2%
TAM
1422
Tocqueville Asset Management
New York
$584K +$32.3K +200 +6%
CA
1423
Corrado Advisors
New Jersey
$581K – – –
SXL
1424
Summit X LLC
Missouri
$580K +$32.3K +200 +6%
SAM
1425
Summit Asset Management
Tennessee
$578K +$9.69K +60 +2%
55 56
57
58 59