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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 %
RCM
1401
Raleigh Capital Management
North Carolina
$693K +$63.1K +363 +10%
VNA
1402
Valley National Advisers
Pennsylvania
$691K -$23.8K -131 -3%
ARMT
1403
Amica Retiree Medical Trust
Rhode Island
$689K – – –
FAFN
1404
First Affirmative Financial Network
Colorado
$688K -$40.5K -233 -6%
LIM
1405
Longfellow Investment Management
Massachusetts
$686K – – –
CI
1406
Cavalier Investments
Georgia
$684K -$43.8K -252 -6%
OAM
1407
Occidental Asset Management
California
$682K +$274K +1,576 +67%
TCM
1408
Teza Capital Management
Illinois
$675K +$283K +1,626 +72%
SSG
1409
Summit Securities Group
New York
$672K -$62.4K -359 -8%
AWM
1410
Absher Wealth Management
North Carolina
$668K +$243K +1,400 +57%
PCM
1411
Penserra Capital Management
California
$668K -$84.2M -485,258 -99%
DAM
1412
Diamant Asset Management
Connecticut
$668K +$15.8K +91 +2%
NW
1413
Naviter Wealth
Arkansas
$665K +$134K +746 +25%
AI
1414
AXS Investments
New York
$664K -$1.01M -5,817 -60%
SQA
1415
Simon Quick Advisors
New Jersey
$662K +$32.7K +188 +5%
HCM
1416
Hengehold Capital Management
Ohio
$661K +$51.8K +298 +9%
WEG
1417
World Equity Group
Illinois
$661K +$28K +161 +4%
CWM
1418
Compass Wealth Management
Connecticut
$660K +$660K +3,796 New
EP
1419
Edgestream Partners
New Jersey
$658K +$362K +2,085 +123%
VIM
1420
Vista Investment Management
Pennsylvania
$657K +$178K +1,025 +37%
KC
1421
Kingfisher Capital
North Carolina
$657K +$348 +2 +0.1%
JWM
1422
Jeppson Wealth Management
California
$657K -$38.9K -224 -6%
DWM
1423
Drive Wealth Management
Utah
$656K +$198K +1,141 +43%
CFMC
1424
Curbstone Financial Management Corp
New Hampshire
$649K +$183K +1,050 +39%
VCP
1425
Verus Capital Partners
Arizona
$646K +$182K +1,045 +39%
55 56
57
58 59