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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 %
TIMH
1476
Tilt Investment Management Holdings
New York
$588K +$588K +3,385 New
Pacer Advisors
1477
Pacer Advisors
Pennsylvania
$588K +$250K +1,437 +74%
EMG
1478
ETF Managers Group
New Jersey
$587K +$25.2K +145 +4%
NAS
1479
Nicolet Advisory Services
Wisconsin
$585K +$85.3K +468 +17%
CC
1480
Cornerstone Capital
California
$579K – – –
MHIC
1481
Marble Harbor Investment Counsel
Massachusetts
$579K +$17.4K +100 +3%
FMTC
1482
Farmers & Merchants Trust Company
California
$575K +$28.7K +165 +5%
BC
1483
Burney Company
Virginia
$574K -$104K -600 -15%
CCA
1484
Childress Capital Advisors
Texas
$573K -$5.22K -30 -0.9%
IF
1485
Intrua Financial
Texas
$570K +$57.8K +328 +11%
LOIP
1486
Live Oak Investment Partners
Texas
$569K – – –
SP
1487
Successful Portfolios
Florida
$569K – – –
NB
1488
Nicolet Bankshares
Wisconsin
$566K +$5.04K +29 +0.9%
CWP
1489
Concord Wealth Partners
Virginia
$564K -$85.2K -490 -13%
MCCA
1490
Mill Creek Capital Advisors
Pennsylvania
$564K +$564K +3,244 New
MF
1491
Montis Financial
Massachusetts
$562K – – –
PFBT
1492
Parkside Financial Bank & Trust
Missouri
$562K -$19.5K -112 -3%
GHAM
1493
Gilman Hill Asset Management
Connecticut
$560K -$4.17K -24 -0.7%
LFA
1494
Landmark Financial Advisors
Kentucky
$558K -$17.4K -100 -3%
VCM
1495
Vigilant Capital Management
Maine
$558K +$18.1K +104 +3%
LHC
1496
Little House Capital
Massachusetts
$558K -$943K -5,426 -63%
PP
1497
Patten & Patten
Tennessee
$557K -$17.5K -101 -3%
MAM
1498
Meeder Asset Management
Ohio
$557K -$3.26M -18,755 -85%
KFA
1499
Krane Funds Advisors
New York
$556K -$86.3K -497 -13%
WPC
1500
Wedmont Private Capital
Pennsylvania
$555K -$25.2K -141 -4%
58 59
60
61 62