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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 %
ATC
1601
Adirondack Trust Company
New York
$446K +$1.74K +10 +0.4%
DTL
1602
Dynamic Technology Lab
Singapore
$444K +$444K +2,552 New
SCM
1603
SKBA Capital Management
California
$443K – – –
FHA
1604
Flagship Harbor Advisors
Massachusetts
$439K -$20.5K -118 -4%
CPC
1605
Cookson Peirce & Co
Pennsylvania
$438K +$438K +2,520 New
GDP
1606
Great Diamond Partners
Maine
$437K +$21K +121 +5%
SLF
1607
Sun Life Financial
Ontario, Canada
$436K -$19K -109 -4%
GWANC
1608
Guardian Wealth Advisors (North Carolina)
North Carolina
$436K -$33.7K -194 -7%
NHT
1609
New Hampshire Trust
New Hampshire
$435K +$435K +2,502 New
DS
1610
DRW Securities
Illinois
$434K +$434K +2,494 New
KC
1611
Kades & Cheifetz
Pennsylvania
$434K +$434K +2,495 New
WA
1612
Waverly Advisors
Alabama
$433K +$3.3K +19 +0.8%
SCA
1613
Stuart Chaussee & Associates
California
$432K – – –
PIA
1614
Perennial Investment Advisors
California
$432K +$7.3K +42 +2%
GTAM
1615
Global Trust Asset Management
Florida
$432K +$43.8K +252 +11%
AWM
1616
Accurate Wealth Management
Florida
$432K +$165K +923 +62%
FCMC
1617
Founders Capital Management (Connecticut)
Connecticut
$430K – – –
NAM
1618
NTV Asset Management
West Virginia
$429K +$522 +3 +0.1%
WTB
1619
Washington Trust Bank
Washington
$428K -$282K -1,625 -40%
SOAMC
1620
Spirit of America Management Corp
New York
$426K – – –
TF
1621
Trek Financial
Arizona
$425K +$107K +614 +34%
TSS
1622
Two Sigma Securities
New York
$423K -$1.12M -6,435 -73%
RWA
1623
Redhawk Wealth Advisors
Minnesota
$422K -$40.7K -234 -9%
SWM
1624
Silverlake Wealth Management
Vermont
$422K +$2.26K +13 +0.5%
ST
1625
Somerset Trust
Pennsylvania
$421K +$32.1K +185 +8%
63 64
65
66 67