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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 %
RCIM
1576
Red Cedar Investment Management
Michigan
$467K +$45.4K +261 +11%
WWC
1577
Waypoint Wealth Counsel
Georgia
$467K +$467K +2,687 New
SWM
1578
Selective Wealth Management
Virginia
$466K +$133K +746 +40%
SAM
1579
SignalPoint Asset Management
Missouri
$465K -$1.57K -9 -0.3%
SEM
1580
Suncoast Equity Management
Florida
$463K +$18.4K +106 +4%
CTB
1581
Country Trust Bank
Illinois
$462K -$136K -784 -23%
LWP
1582
LMG Wealth Partners
Louisiana
$461K +$461K +2,577 New
STA
1583
Summit Trail Advisors
New York
$461K -$70.2K -404 -13%
WAM
1584
Weatherly Asset Management
California
$460K -$8.52K -49 -2%
DTC
1585
Davidson Trust Company
Washington
$458K -$33.9K -195 -7%
MAM
1586
Mystic Asset Management
Rhode Island
$458K +$14.8K +85 +3%
BWA
1587
Blodgett Wealth Advisors
California
$456K +$521 +3 +0.1%
TAM
1588
Tocqueville Asset Management
New York
$455K -$174K -1,000 -28%
SJIM
1589
St. Johns Investment Management
Florida
$454K – – –
KTC
1590
Kistler-Tiffany Companies
Pennsylvania
$454K +$40.5K +233 +10%
WC
1591
Westhampton Capital
North Carolina
$454K -$2.61K -15 -0.6%
PWMG
1592
Prestige Wealth Management Group
New Jersey
$453K +$51.5K +296 +13%
PC
1593
Peavine Capital
Nevada
$452K – – –
WAG
1594
Winthrop Advisory Group
Massachusetts
$451K -$10.6K -61 -2%
BONST
1595
Bank of Nova Scotia Trust
Ontario, Canada
$450K – – –
CBT
1596
CoreFirst Bank & Trust
Kansas
$450K – – –
RGC
1597
Roberts, Glore & Co
Illinois
$449K -$12.2K -70 -3%
CFS
1598
Cannon Financial Strategists
Georgia
$449K – – –
DFA
1599
Delta Financial Advisors
Louisiana
$449K +$1.04K +6 +0.2%
SC
1600
SRB Corp
Massachusetts
$448K +$79.9K +459 +22%
62 63
64
65 66