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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 %
FPA
1626
First Pacific Advisors
California
$372K +$80.9K +500 +28%
MCM
1627
McRae Capital Management
New Jersey
$370K -$1.46K -9 -0.4%
GFP
1628
Gryphon Financial Partners
Ohio
$367K -$13.7K -85 -4%
AWC
1629
Adamsbrown Wealth Consultants
Kansas
$367K -$10.5K -65 -3%
CWM
1630
Cahaba Wealth Management
Georgia
$365K -$13.2K -82 -4%
TCM
1631
Teza Capital Management
Illinois
$365K +$365K +2,259 New
PCP
1632
Proficio Capital Partners
Massachusetts
$363K -$165K -1,012 -31%
MMA
1633
Miracle Mile Advisors
California
$363K -$32.4K -201 -8%
CIC
1634
Cutler Investment Counsel
Oregon
$362K – – –
ST
1635
Somerset Trust
Pennsylvania
$362K +$1.94K +12 +0.5%
TIA
1636
Traphagen Investment Advisors
New Jersey
$361K +$969 +6 +0.3%
AG
1637
AIA Group
Hong Kong
$360K -$1.34M -8,273 -79%
GTAM
1638
Global Trust Asset Management
Florida
$360K -$484 -3 -0.1%
NEWAS
1639
N.E.W. Advisory Services
Wisconsin
$359K -$43.4K -269 -11%
EFSCE
1640
Enterprise Financial Services Corp (EFSC)
Missouri
$358K +$15.7K +97 +5%
FWTB
1641
First Western Trust Bank
Colorado
$356K -$6.46K -40 -2%
TT
1642
TI-Trust
Illinois
$356K – – –
SHA
1643
Seneca House Advisors
Virginia
$356K +$5.81K +36 +2%
ME
1644
McIlrath & Eck
Washington
$356K +$32.3K +200 +10%
MHS
1645
M Holdings Securities
Oregon
$353K -$5.81K -36 -2%
NA
1646
Navellier & Associates
Nevada
$351K -$6.14K -38 -2%
TGAM
1647
TBH Global Asset Management
Tennessee
$351K +$162 +1 +0%
CAM
1648
Cozad Asset Management
Illinois
$350K -$48.5K -300 -12%
FNA
1649
First National Advisers
Nebraska
$350K +$72.7K +450 +26%
SAM
1650
Strategy Asset Managers
California
$348K +$348K +2,153 New
64 65
66
67 68