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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 %
DWM
1451
Defined Wealth Management
Oregon
$618K – – –
KWM
1452
Kolinsky Wealth Management
New Jersey
$618K +$65.5K +377 +12%
VCM
1453
Versant Capital Management
Arizona
$618K -$348 -2 -0.1%
APWM
1454
Atlas Private Wealth Management
New York
$615K +$167K +963 +37%
BB
1455
Busey Bank
Illinois
$614K -$57.5K -331 -9%
SFP
1456
Sterling Financial Planning
New Jersey
$613K -$39.1K -225 -6%
SWA
1457
SFMG Wealth Advisors
Texas
$610K +$27.6K +159 +5%
FCFC
1458
First Commonwealth Financial Corp
Pennsylvania
$609K +$26.4K +152 +5%
CI
1459
CX Institutional
Indiana
$608K +$342K +1,966 +128%
DLA
1460
Douglas Lane & Associates
New York
$606K -$15.5K -89 -2%
AIC
1461
Archer Investment Corporation
Indiana
$605K – – –
RCA
1462
Resonant Capital Advisors
Wisconsin
$604K +$164K +943 +37%
MAG
1463
MRA Advisory Group
New Jersey
$604K +$174 +1 +0%
GAG
1464
GM Advisory Group
New York
$601K +$259K +1,490 +76%
V
1465
ViaWealth
Kansas
$601K +$601K +3,308 New
HFM
1466
Harvest Fund Management
China
$599K -$82.3K -474 -12%
TNB
1467
Thomasville National Bank
Georgia
$599K -$13.9K -80 -2%
EWA
1468
ERTS Wealth Advisors
Michigan
$598K +$8K +46 +1%
RGF
1469
Retirement Guys Formula
Ohio
$597K +$86.8K +499 +17%
RBC
1470
Roble Belko & Company
Pennsylvania
$597K +$174 +1 +0%
KW
1471
KWB Wealth
California
$597K +$3.13K +18 +0.5%
NAG
1472
Northstar Advisory Group
New Jersey
$595K -$25K -144 -4%
RCWM
1473
Royal Capital Wealth Management
Indiana
$591K +$695 +4 +0.1%
AA
1474
AlphaMark Advisors
Kentucky
$590K -$21K -121 -3%
PAG
1475
Powers Advisory Group
Illinois
$590K +$11.3K +65 +2%
57 58
59
60 61