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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 %
EFSCE
1676
Enterprise Financial Services Corp (EFSC)
Missouri
$382K -$3.13K -18 -0.8%
3F
1677
360 Financial
Minnesota
$381K – – –
KP
1678
Keel Point
Alabama
$380K +$123K +709 +48%
AFM
1679
Andesa Financial Management
Pennsylvania
$378K -$70.8K -407 -16%
TGAM
1680
TBH Global Asset Management
Tennessee
$378K +$174 +1 +0%
RMDI
1681
R.M. Davis Inc
Maine
$377K -$150K -862 -28%
NAM
1682
NorthCrest Asset Manangement
Minnesota
$375K -$13.8M -79,294 -97%
SAM
1683
Strategy Asset Managers
California
$375K +$695 +4 +0.2%
BWM
1684
Baystate Wealth Management
Massachusetts
$373K +$11.3K +65 +3%
LSPW
1685
Lake Street Private Wealth
Illinois
$373K +$5.56K +32 +2%
CA
1686
Cornerstone Advisory
Maryland
$370K +$9.91K +57 +3%
Jones Financial Companies
1687
Jones Financial Companies
Missouri
$370K +$6.95K +40 +2%
DA
1688
Drake & Associates
Wisconsin
$370K +$18.3K +105 +5%
CAG
1689
Crestwood Advisors Group
Massachusetts
$369K -$41.2K -237 -10%
RFA
1690
Resurgent Financial Advisors
Georgia
$367K +$134K +771 +57%
DA
1691
Detalus Advisors
Missouri
$367K -$86.9K -500 -19%
CFO
1692
CVA Family Office
Colorado
$366K -$56K -322 -13%
SRC
1693
Shufro Rose & Co
New York
$366K -$78.2K -450 -18%
BBNB
1694
Baker Boyer National Bank
Washington
$366K +$4.17K +24 +1%
DC
1695
Darrow Company
Massachusetts
$364K -$6.43K -37 -2%
IAS
1696
Investment Advisory Services
Texas
$364K +$15.5K +89 +4%
LA
1697
Lane & Associates
New Jersey
$363K +$363K +2,088 New
TCBWMS
1698
Texas Capital Bank Wealth Management Services
Texas
$363K +$43.5K +250 +14%
WIM
1699
WealthPlan Investment Management
Nebraska
$363K -$562 -3 -0.2%
SHA
1700
Seneca House Advisors
Virginia
$363K -$20.7K -119 -5%
66 67
68
69 70