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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 %
SAM
1551
SignalPoint Asset Management
Missouri
$433K -$161 -1 -0%
BI
1552
Blooom Inc
Kansas
$433K +$46.6K +278 +12%
CFMC
1553
Curbstone Financial Management Corp
New Hampshire
$433K +$433K +2,682 New
WAAG
1554
Wealth Alliance Advisory Group
Kansas
$432K +$35K +217 +9%
VCP
1555
Verus Capital Partners
Arizona
$432K +$119K +737 +38%
GWSG
1556
GPS Wealth Strategies Group
Colorado
$431K +$17.9K +111 +4%
RWA
1557
Redhawk Wealth Advisors
Minnesota
$430K +$2.91K +18 +0.7%
WAG
1558
Winthrop Advisory Group
Massachusetts
$429K +$8.08K +50 +2%
GCP
1559
Gill Capital Partners
Colorado
$429K +$429K +2,653 New
RGC
1560
Roberts, Glore & Co
Illinois
$428K -$37.3K -231 -8%
FHA
1561
Flagship Harbor Advisors
Massachusetts
$427K +$7.43K +46 +2%
T
1562
TCWP
Ohio
$427K +$166K +1,027 +64%
DWM
1563
Drive Wealth Management
Utah
$425K +$47.3K +293 +13%
WC
1564
Westhampton Capital
North Carolina
$424K -$44.4K -275 -9%
BWA
1565
Blodgett Wealth Advisors
California
$423K -$11.8K -73 -3%
DA
1566
Detalus Advisors
Missouri
$422K -$24.2K -150 -5%
SJIM
1567
St. Johns Investment Management
Florida
$422K +$22.6K +140 +6%
SLF
1568
Sun Life Financial
Ontario, Canada
$421K -$82.4K -510 -16%
PC
1569
Peavine Capital
Nevada
$420K – – –
OPPTF
1570
OPSEU Pension Plan Trust Fund
Ontario, Canada
$420K +$7.62K +47 +2%
BONST
1571
Bank of Nova Scotia Trust
Ontario, Canada
$418K -$323 -2 -0.1%
CBT
1572
CoreFirst Bank & Trust
Kansas
$418K – – –
CFS
1573
Cannon Financial Strategists
Georgia
$417K – – –
CT
1574
Cambridge Trust
Massachusetts
$417K +$19.5K +121 +5%
AFM
1575
Andesa Financial Management
Pennsylvania
$417K +$120K +742 +40%
61 62
63
64 65