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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 %
PCA
1526
Prosperity Capital Advisors
Ohio
$522K +$522K +3,005 New
LFM
1527
Lumina Fund Management
New York
$522K – – –
MJRIC
1528
Mogy Joel R Investment Counsel
California
$522K – – –
SEM
1529
Strategic Equity Management
Arizona
$522K – – –
TCPWM
1530
Traverso Chambers Private Wealth Management
California
$519K +$1.04K +6 +0.2%
WAG
1531
Wallace Advisory Group
California
$519K +$519K +2,984 New
GL
1532
Graypoint LLC
New York
$515K -$49.2K -283 -9%
APA
1533
Astoria Portfolio Advisors
New York
$513K +$32.8K +184 +7%
DA
1534
Dover Advisors
Virginia
$511K +$511K +2,938 New
FCBT
1535
First Citizens Bank & Trust
North Carolina
$509K +$40.5K +233 +9%
ECM
1536
Elgethun Capital Management
South Dakota
$509K +$1.92K +11 +0.4%
WP
1537
WealthShield Partners
North Carolina
$508K +$2.61K +15 +0.5%
LIA
1538
Luken Investment Analytics
Tennessee
$507K +$507K +2,919 New
CF
1539
Corrigan Financial
Rhode Island
$507K – – –
VW
1540
Vance Wealth
California
$507K – – –
GWM
1541
Gray Wealth Management
Maine
$506K +$13K +75 +3%
PCS
1542
Personal CFO Solutions
New Jersey
$503K +$12.5K +72 +3%
RCM
1543
RB Capital Management
Nevada
$503K -$1.74K -10 -0.3%
MCI
1544
MRP Capital Investments
Georgia
$502K +$502K +2,887 New
HCP
1545
Holt Capital Partners
Texas
$502K – – –
SWM
1546
Segment Wealth Management
Texas
$500K +$348 +2 +0.1%
MCCP
1547
Mission Creek Capital Partners
California
$500K -$869 -5 -0.2%
AWAP
1548
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$500K +$8.35K +48 +2%
RFN
1549
RDA Financial Network
Iowa
$498K -$8.69K -50 -2%
KWMG
1550
King Wealth Management Group
Florida
$497K +$174 +1 +0%
60 61
62
63 64