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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 %
FCFC
1451
First Commonwealth Financial Corp
Pennsylvania
$542K -$108K -670 -17%
AFP
1452
Ausdal Financial Partners
Iowa
$540K -$15K -93 -3%
PFBT
1453
Parkside Financial Bank & Trust
Missouri
$540K +$10.2K +63 +2%
CWG
1454
Cornerstone Wealth Group
North Carolina
$539K +$161 +1 +0%
CC
1455
Cornerstone Capital
California
$538K – – –
PAG
1456
Powers Advisory Group
Illinois
$537K +$7.1K +44 +1%
LFA
1457
Landmark Financial Advisors
Kentucky
$535K – – –
PP
1458
Patten & Patten
Tennessee
$534K -$113K -700 -17%
SWA
1459
SFMG Wealth Advisors
Texas
$534K -$2.07K -13 -0.4%
SP
1460
Successful Portfolios
Florida
$529K -$8.88K -55 -2%
MWM
1461
Mascoma Wealth Management
New Hampshire
$527K +$162 +1 +0%
PAI
1462
Pittenger & Anderson Inc
Nebraska
$525K +$128K +792 +32%
SWM
1463
Spire Wealth Management
Virginia
$524K -$1.33M -8,249 -72%
GHAM
1464
Gilman Hill Asset Management
Connecticut
$524K -$67.8K -420 -11%
WPC
1465
Wedmont Private Capital
Pennsylvania
$524K -$34.1K -211 -6%
GL
1466
Graypoint LLC
New York
$524K +$118K +732 +29%
MF
1467
Montis Financial
Massachusetts
$522K – – –
MHIC
1468
Marble Harbor Investment Counsel
Massachusetts
$522K +$19.4K +120 +4%
EMG
1469
ETF Managers Group
New Jersey
$522K +$25.5K +158 +5%
BMCM
1470
Bryn Mawr Capital Management
Pennsylvania
$521K -$920K -5,695 -64%
NB
1471
Nicolet Bankshares
Wisconsin
$521K -$9.69K -60 -2%
MPW
1472
MA Private Wealth
California
$521K – – –
FAM
1473
Formidable Asset Management
Ohio
$520K – – –
CA
1474
Continuum Advisory
Idaho
$518K +$67.4K +417 +15%
SCM
1475
Stevens Capital Management
Pennsylvania
$516K +$516K +3,193 New
57 58
59
60 61