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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 %
E
1601
ETFidea
New York
$392K – – –
BA
1602
Bridgewater Associates
Connecticut
$391K -$10.7M -66,148 -96%
SWM
1603
Silverlake Wealth Management
Vermont
$390K -$646 -4 -0.2%
FCMT
1604
Founders Capital Management (Texas)
Texas
$389K – – –
GBA
1605
Garrison Bradford & Associates
New York
$388K – – –
DF
1606
Donoghue Forlines
Massachusetts
$387K +$387K +2,396 New
GDP
1607
Great Diamond Partners
Maine
$386K +$16.8K +104 +5%
LCM
1608
Leisure Capital Management
California
$386K +$24.9K +154 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1609
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$386K +$120K +746 +45%
AWM
1610
Aries Wealth Management
Maine
$385K +$16.8K +100 +5%
KTC
1611
Kistler-Tiffany Companies
Pennsylvania
$384K – – –
NCM
1612
NCM Capital Management
New Jersey
$383K -$23.7K -147 -6%
BO
1613
Bank OZK
Arkansas
$381K +$5.65K +35 +2%
3F
1614
360 Financial
Minnesota
$381K +$7.59K +47 +2%
CWM
1615
Cabot Wealth Management
Massachusetts
$381K +$8.88K +55 +2%
CAG
1616
Crestwood Advisors Group
Massachusetts
$381K +$63.3K +392 +20%
SAM
1617
Secure Asset Management
Michigan
$379K -$23.6K -146 -6%
OAM
1618
Occidental Asset Management
California
$379K +$379K +2,347 New
BWP
1619
Balboa Wealth Partners
Arizona
$379K +$379K +2,348 New
RB
1620
Renasant Bank
Mississippi
$378K -$61.2K -379 -14%
LIM
1621
Leavell Investment Management
Alabama
$378K – – –
TPWA
1622
TRUE Private Wealth Advisors
Oregon
$377K -$4.84K -30 -1%
CWM
1623
Curi Wealth Management
North Carolina
$374K +$227K +1,406 +155%
PWMG
1624
Prestige Wealth Management Group
New Jersey
$373K +$33.4K +207 +10%
SWIG
1625
Strategic Wealth Investment Group
Kentucky
$372K -$410K -2,538 -52%
63 64
65
66 67