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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 %
CRI
1676
Colonial River Investments
Virginia
$330K +$19.5K +121 +6%
DA
1677
Drake & Associates
Wisconsin
$327K -$9.54K -59 -3%
BAM
1678
Bellevue Asset Management
Washington
$326K +$162 +1 +0%
AC
1679
Avestar Capital
New York
$326K +$4.69K +29 +1%
FCA
1680
FinTrust Capital Advisors
South Carolina
$325K -$16.4K -98 -5%
SWM
1681
Sugarloaf Wealth Management
Georgia
$325K +$1.45K +9 +0.4%
RWP
1682
Ridgecrest Wealth Partners
California
$325K +$11.1K +69 +4%
1WA
1683
180 Wealth Advisors
Washington
$324K -$14.7K -91 -4%
CIA
1684
Caerus Investment Advisors
Texas
$324K – – –
CP
1685
Castleview Partners
Texas
$324K +$324K +2,004 +100,200%
RP
1686
Rice Partnership
Hawaii
$323K – – –
FI
1687
FIDELIS iM
Oregon
$323K – – –
IAS
1688
Investment Advisory Services
Texas
$323K +$7.1K +44 +2%
GCL
1689
Gouws Capital LLC
North Carolina
$322K -$15.3K -95 -5%
MWM
1690
Merriman Wealth Management
Washington
$322K -$807 -5 -0.2%
WP
1691
WealthSource Partners
California
$322K +$17.6K +109 +6%
RSWM
1692
Robertson Stephens Wealth Management
California
$320K -$117K -727 -27%
SFG
1693
Sather Financial Group
Texas
$320K – – –
BFA
1694
Benedict Financial Advisors
Georgia
$320K +$1.94K +12 +0.6%
GIM
1695
Goelzer Investment Management
Indiana
$320K +$320K +1,982 New
AT
1696
American Trust
Kentucky
$319K -$421K -2,610 -57%
VCP
1697
Vista Capital Partners
Oregon
$319K -$1.45K -9 -0.5%
ST
1698
Smithfield Trust
Pennsylvania
$319K – – –
DBIA
1699
Dumont & Blake Investment Advisors
New Jersey
$319K +$3.88K +24 +1%
PTP
1700
Platform Technology Partners
New York
$319K +$21.5K +133 +7%
66 67
68
69 70