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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
$4.18B
2
AWA
Arete Wealth Advisors
Illinois
$2.5B
3
Morgan Stanley
Morgan Stanley
New York
$1.34B
4
Barclays
Barclays
United Kingdom
$286M
5
AI
Accredited Investors
Minnesota
$136M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$551M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.21B
3
CWP
Capital Wealth Planning
Florida
$636K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.25B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
126
Hollencrest Capital Management
California
$66.3M -$48.5K -279 -0.1%
Boston Partners
127
Boston Partners
Massachusetts
$66.1M -$4.27M -24,540 -6%
ORIO
128
Old Republic International (ORI)
Illinois
$65M -$904K -5,200 -1%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$64.3M -$8.18M -47,083 -11%
VPI
130
Value Partners Investments
Manitoba, Canada
$64.1M +$6.1M +35,083 +11%
FFA
131
First Foundation Advisors
California
$64.1M +$40.7K +234 +0.1%
MSV
132
MN Services Vermogensbeheer
Netherlands
$61.4M -$9.23M -53,100 -13%
PAMS
133
Pictet Asset Management (Switzerland)
Switzerland
$61.1M +$1.29M +7,439 +2%
CWM
134
Centric Wealth Management
Illinois
$60.7M -$5.13M -29,498 -8%
RRAM
135
River Road Asset Management
Kentucky
$59.9M -$1.05M -6,027 -2%
CCG
136
Capital CS Group
California
$58.9M -$1.27M -7,278 -2%
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$57.9M -$36.1M -207,905 -38%
Aberdeen Group
138
Aberdeen Group
United Kingdom
$57.9M +$4.99M +28,693 +9%
PI
139
PineBridge Investments
New York
$57.6M -$1.47M -8,476 -2%
SRSA
140
S.R. Schill & Associates
Washington
$57.6M -$230K -1,323 -0.4%
Allspring Global Investments
141
Allspring Global Investments
North Carolina
$57.6M +$11.3M +64,970 +24%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$57.4M +$654K +3,760 +1%
Nomura Asset Management
143
Nomura Asset Management
Japan
$56.1M +$864K +4,968 +2%
SP
144
Sarasin & Partners
United Kingdom
$55.8M -$38.4M -220,821 -41%
CG
145
CFO4Life Group
Texas
$55.5M -$136K -784 -0.2%
C
146
CFO4Life
Texas
$55.5M +$55.5M +319,274 New
FCIM
147
Fairview Capital Investment Management
California
$55.2M +$200K +1,152 +0.4%
TG
148
TCW Group
California
$54.9M -$437K -2,512 -0.8%
Aviva
149
Aviva
United Kingdom
$54.6M +$12.4M +71,607 +30%
Asset Management One
150
Asset Management One
Japan
$53.3M -$2.49M -14,151 -4%
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