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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 %
KWM
1476
Kolinsky Wealth Management
New Jersey
$514K +$46.2K +286 +10%
FMLI
1477
Fukoku Mutual Life Insurance
Japan
$510K -$16.1K -100 -3%
FMTC
1478
Farmers & Merchants Trust Company
California
$508K +$8.09K +50 +2%
HPWM
1479
Highland Private Wealth Management
Washington
$504K -$60.3K -373 -11%
OWA
1480
Octavia Wealth Advisors
Ohio
$504K +$3.39K +21 +0.7%
SIG
1481
Sargent Investment Group
Maryland
$503K -$2.48K -15 -0.5%
VCM
1482
Vigilant Capital Management
Maine
$502K -$10K -62 -2%
CFFP
1483
Center for Financial Planning
Michigan
$502K – – –
BFA
1484
Beaumont Financial Advisors
Massachusetts
$501K -$647 -4 -0.1%
KPW
1485
Kore Private Wealth
New York
$501K +$646 +4 +0.1%
GA
1486
GraniteShares Advisors
New York
$499K -$61K -378 -11%
BFM
1487
Boothbay Fund Management
New York
$498K +$498K +3,084 New
EGA
1488
E&G Advisors
Texas
$495K -$16.2K -100 -3%
HCM
1489
Hudson Capital Management
New Jersey
$495K – – –
RWI
1490
Red Wave Investments
Pennsylvania
$495K +$6.46K +40 +1%
STA
1491
Summit Trail Advisors
New York
$494K +$112K +693 +29%
RCA
1492
Reitz Capital Advisors
Michigan
$493K +$41.2K +255 +9%
WCG
1493
Weaver Consulting Group
California
$489K -$161 -1 -0%
RMDI
1494
R.M. Davis Inc
Maine
$489K +$132K +820 +37%
SWP
1495
Strategic Wealth Partners
Ohio
$488K -$934K -5,781 -66%
CWA
1496
Choice Wealth Advisors
Maine
$488K +$488K +3,019 New
MIG
1497
McGuire Investment Group
Rhode Island
$486K -$3.72K -23 -0.8%
CCA
1498
Cobblestone Capital Advisors
New York
$485K -$19K -118 -4%
LFM
1499
Lumina Fund Management
New York
$485K – – –
MCM
1500
Magnolia Capital Management
New York
$485K – – –
58 59
60
61 62