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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 %
NDSI
1501
Newman Dignan & Sheerar Inc
Rhode Island
$554K +$6.78K +39 +1%
AFP
1502
Ausdal Financial Partners
Iowa
$554K -$27.6K -159 -5%
SA
1503
SRN Advisors
Pennsylvania
$551K +$551K +3,170 New
Dimensional Fund Advisors
1504
Dimensional Fund Advisors
Texas
$551K +$11.1K +63,730 +2%
SWP
1505
Strategic Wealth Partners
Ohio
$550K +$24.9K +143 +5%
KIG
1506
Kennedy Investment Group
New Jersey
$549K +$549K +3,160 New
FMLI
1507
Fukoku Mutual Life Insurance
Japan
$549K – – –
CAL
1508
Capital Analysts LLC
Pennsylvania
$547K +$64.5K +371 +13%
BCG
1509
Breakwater Capital Group
New Jersey
$544K +$544K +3,131 New
PI
1510
Parkside Investments
Illinois
$543K +$543K +3,125 New
OWA
1511
Octavia Wealth Advisors
Ohio
$542K +$348 +2 +0.1%
TC
1512
Titleist Capital
Texas
$541K +$20.2K +116 +4%
MWM
1513
Mascoma Wealth Management
New Hampshire
$541K -$26.1K -150 -5%
SFB
1514
STAR Financial Bank
Indiana
$541K +$541K +3,110 New
CFFP
1515
Center for Financial Planning
Michigan
$540K – – –
RSA
1516
River Street Advisors
Illinois
$539K +$539K +3,099 New
EGA
1517
E&G Advisors
Texas
$532K – – –
SIG
1518
Sargent Investment Group
Maryland
$530K +$1.57K +9 +0.3%
HCA
1519
Harbour Capital Advisors
Virginia
$527K – – –
CWA
1520
Choice Wealth Advisors
Maine
$527K +$2.61K +15 +0.5%
WCG
1521
Weaver Consulting Group
California
$527K – – –
MCM
1522
Magnolia Capital Management
New York
$525K +$3.48K +20 +0.7%
FAM
1523
Formidable Asset Management
Ohio
$524K -$17.4K -100 -3%
MIG
1524
McGuire Investment Group
Rhode Island
$523K – – –
TCWM
1525
Total Clarity Wealth Management
Illinois
$522K +$269K +1,545 +106%
59 60
61
62 63