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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 %
DFA
1576
Delta Financial Advisors
Louisiana
$416K +$807 +5 +0.2%
APWM
1577
Atlas Private Wealth Management
New York
$416K +$15.2K +94 +4%
SEM
1578
Suncoast Equity Management
Florida
$413K -$23.4K -145 -5%
ATC
1579
Adirondack Trust Company
New York
$413K +$12.8K +79 +3%
SCM
1580
SKBA Capital Management
California
$412K – – –
SRC
1581
Shufro Rose & Co
New York
$412K +$323 +2 +0.1%
FCCM
1582
First City Capital Management
Georgia
$411K -$1.62K -10 -0.4%
MAM
1583
Mystic Asset Management
Rhode Island
$411K +$47.4K +294 +13%
AAM
1584
Austin Asset Management
Texas
$409K +$4.2K +26 +1%
PSP
1585
Principal Street Partners
Tennessee
$409K +$10.5K +65 +3%
RCA
1586
Resonant Capital Advisors
Wisconsin
$409K +$34.7K +215 +9%
WMS
1587
Wealth Management Solutions
Pennsylvania
$407K -$24.7K -153 -6%
RIG
1588
Roosevelt Investment Group
New York
$406K -$34.6K -214 -8%
SCA
1589
Stuart Chaussee & Associates
California
$402K – – –
WCM
1590
WealthBridge Capital Management
Ohio
$401K – – –
FCMC
1591
Founders Capital Management (Connecticut)
Connecticut
$400K – – –
WA
1592
Waverly Advisors
Alabama
$399K +$203K +1,258 +104%
NAM
1593
NTV Asset Management
West Virginia
$398K -$1.94K -12 -0.5%
SOAMC
1594
Spirit of America Management Corp
New York
$396K +$32.3K +200 +9%
MM
1595
MQS Management
New York
$396K +$219K +1,356 +124%
AWM
1596
Absher Wealth Management
North Carolina
$395K -$503K -3,114 -56%
PIA
1597
Perennial Investment Advisors
California
$395K +$82.6K +511 +26%
ORC
1598
O'Rourke & Company
Massachusetts
$394K -$12.6K -78 -3%
CFO
1599
CVA Family Office
Colorado
$393K +$172K +1,065 +78%
RCIM
1600
Red Cedar Investment Management
Michigan
$392K – – –
62 63
64
65 66