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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 %
GCM
1551
Gallacher Capital Management
Colorado
$496K +$496K +2,853 New
LNB
1552
Ledyard National Bank
$496K – – –
TFS
1553
Thoroughbred Financial Services
Tennessee
$493K +$26.4K +152 +6%
DIA
1554
Dana Investment Advisors
Wisconsin
$493K +$167K +963 +51%
KWA
1555
KCS Wealth Advisory
California
$492K +$272K +1,565 +124%
AWAU
1556
Alliance Wealth Advisors (Utah)
Utah
$491K +$491K +2,825 New
MPW
1557
MA Private Wealth
California
$491K -$50.1K -288 -9%
CCA
1558
Cobblestone Capital Advisors
New York
$488K -$34.8K -200 -7%
WAAG
1559
Wealth Alliance Advisory Group
Kansas
$478K +$13.2K +76 +3%
RFA
1560
Register Financial Advisors
Georgia
$478K +$478K +2,752 New
AW
1561
Atlas Wealth
Ohio
$478K +$478K +2,751 New
MFG
1562
MidWestOne Financial Group
Iowa
$475K – – –
HA
1563
Herold Advisors
New York
$475K +$174K +1,001 +58%
MFC
1564
Mechanics Financial Corp
Ohio
$474K – – –
SFG
1565
Sather Financial Group
Texas
$474K +$130K +747 +38%
JSW
1566
Journey Strategic Wealth
New Jersey
$472K +$168K +968 +55%
GA
1567
GraniteShares Advisors
New York
$472K -$66.1K -380 -12%
RIA
1568
Richwood Investment Advisors
Ohio
$471K -$198K -1,137 -30%
SWIG
1569
Strategic Wealth Investment Group
Kentucky
$470K +$62.7K +355 +15%
CCP
1570
Clough Capital Partners
Massachusetts
$469K +$469K +2,700 New
MMHP
1571
Murphy Middleton Hinkle & Parker
Georgia
$469K – – –
OCG
1572
Opus Capital Group
Ohio
$469K -$11.3K -65 -2%
EA
1573
Eudaimonia Advisors
Tennessee
$469K – – –
RCA
1574
Ranch Capital Advisors
Florida
$468K -$1.22K -7 -0.3%
KCM
1575
KRS Capital Management
Michigan
$468K -$24.2K -139 -5%
61 62
63
64 65