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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 %
TNAM
1426
Terra Nova Asset Management
New York
$646K -$17.7K -102 -3%
SWM
1427
Spire Wealth Management
Virginia
$643K +$79.6K +458 +14%
MWM
1428
Maltin Wealth Management
New Jersey
$643K -$44K -253 -6%
OWP
1429
Obermeyer Wealth Partners
Colorado
$641K – – –
WSTAM
1430
Wilbanks Smith & Thomas Asset Management
Virginia
$638K -$14.6K -84 -2%
CWP
1431
Capital Wealth Planning
Florida
$636K -$276M -1,590,298 -100%
LCM
1432
Liberty Capital Management
Michigan
$635K -$26.1K -150 -4%
PG
1433
Patten Group
Tennessee
$631K -$12.2K -70 -2%
CA
1434
Claro Advisors
Massachusetts
$631K +$56.1K +323 +10%
FIBT
1435
First International Bank & Trust
North Dakota
$630K -$49K -282 -7%
FLI
1436
Family Legacy Inc
South Carolina
$628K -$2.66K -15 -0.4%
BEAM
1437
Baker Ellis Asset Management
Washington
$628K -$17.4K -100 -3%
MBT
1438
Montecito Bank & Trust
California
$627K +$30.5K +175 +5%
CA
1439
Corrado Advisors
New Jersey
$625K – – –
PK
1440
Pflug Koory
Nebraska
$625K -$4.34K -25 -0.7%
CNFG
1441
Creegan & Nassoura Financial Group
New Hampshire
$624K -$3.65K -21 -0.6%
FMB
1442
Field & Main Bank
Kentucky
$624K -$14.8K -85 -2%
SAM
1443
Summit Asset Management
Tennessee
$622K – – –
GG
1444
Golden Green
South Carolina
$622K +$622K +3,578 New
I
1445
InceptionR
California
$621K +$621K +3,570 New
SXL
1446
Summit X LLC
Missouri
$620K -$36.9K -202 -6%
AA
1447
Ancora Advisors
Ohio
$620K +$2.43K +14 +0.4%
IA
1448
IFG Advisors
Missouri
$620K +$1.74K +10 +0.3%
PFA
1449
Pathway Financial Advisors
Vermont
$619K -$1.26M -7,246 -67%
LWAM
1450
Legacy Wealth Asset Management
Minnesota
$619K +$8.52K +49 +1%
56 57
58
59 60