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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 %
DLA
1426
Douglas Lane & Associates
New York
$578K +$22.8K +141 +4%
NAG
1427
Northstar Advisory Group
New Jersey
$576K +$23.1K +143 +4%
AA
1428
Ancora Advisors
Ohio
$574K -$11.3K -70 -2%
VCM
1429
Versant Capital Management
Arizona
$574K -$2.42K -15 -0.4%
DWM
1430
Defined Wealth Management
Oregon
$574K – – –
IA
1431
IFG Advisors
Missouri
$574K +$7.75K +48 +1%
FLI
1432
Family Legacy Inc
South Carolina
$574K +$11.3K +70 +2%
TNB
1433
Thomasville National Bank
Georgia
$569K -$8.56K -53 -1%
AA
1434
AlphaMark Advisors
Kentucky
$568K -$162 -1 -0%
LWAM
1435
Legacy Wealth Asset Management
Minnesota
$567K -$353K -2,185 -38%
HCM
1436
Hengehold Capital Management
Ohio
$566K +$161 +1 +0%
PFGIA
1437
Patriot Financial Group Insurance Agency
Massachusetts
$563K +$4.2K +26 +0.8%
AIC
1438
Archer Investment Corporation
Indiana
$562K – – –
ACM
1439
Advisors Capital Management
New Jersey
$561K -$2.67K -15 -0.5%
CTB
1440
Country Trust Bank
Illinois
$556K -$51.1K -316 -8%
TWP
1441
Tower Wealth Partners
Pennsylvania
$556K +$61.9K +369 +13%
MAG
1442
MRA Advisory Group
New Jersey
$555K +$160 +1 +0%
RBC
1443
Roble Belko & Company
Pennsylvania
$554K -$2.1K -13 -0.4%
MBT
1444
Montecito Bank & Trust
California
$554K +$8.08K +50 +1%
KJHP
1445
K.J. Harrison & Partners
Ontario, Canada
$552K -$258K -1,597 -32%
KW
1446
KWB Wealth
California
$552K +$552K +3,415 New
AGA
1447
Accuvest Global Advisors
Utah
$550K +$44.1K +273 +9%
RCWM
1448
Royal Capital Wealth Management
Indiana
$549K +$16.3K +101 +3%
EWA
1449
ERTS Wealth Advisors
Michigan
$548K -$5.17K -32 -0.9%
CCA
1450
Childress Capital Advisors
Texas
$544K -$54.1K -331 -9%
56 57
58
59 60