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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 %
AWM
1701
Accel Wealth Management
Iowa
$318K -$133K -789 -30%
GAG
1702
GM Advisory Group
New York
$318K +$318K +1,970 New
PP
1703
PFS Partners
New Jersey
$317K – – –
WWA
1704
WC Walker & Associates
California
$316K +$169 +1 +0.1%
BCA
1705
Bray Capital Advisors
Florida
$316K +$1.13K +7 +0.4%
MSFP
1706
Mark Sheptoff Financial Planning
Connecticut
$315K -$881K -5,456 -74%
BBA
1707
BLB&B Advisors
Pennsylvania
$315K +$8.4K +52 +3%
LAS
1708
LWM Advisory Services
Florida
$315K +$36.3K +225 +13%
SCA
1709
STALEY CAPITAL ADVISERS
Pennsylvania
$314K +$9.71K +60 +3%
Pacer Advisors
1710
Pacer Advisors
Pennsylvania
$314K +$51.5K +319 +20%
AB
1711
Atlas Brown
Kentucky
$313K +$484 +3 +0.2%
GG
1712
Greenwood Gearhart
Arkansas
$312K -$1.78K -11 -0.6%
SFO
1713
Stokes Family Office
Louisiana
$311K +$3.24K +20 +1%
NFSG
1714
Newbridge Financial Services Group
Florida
$309K +$14.8K +92 +5%
EWA
1715
Encompass Wealth Advisors
Oregon
$308K +$308K +1,909 New
BWM
1716
Buckley Wealth Management
Nevada
$307K – – –
AA
1717
Alta Advisers
United Kingdom
$307K +$307K +1,900 New
WB
1718
West Bancorporation
Iowa
$306K -$5.32K -33 -2%
PWP
1719
Perfromance Wealth Partners
Illinois
$305K -$48.2K -299 -14%
FMP
1720
Financial Management Professionals
Texas
$305K +$19.3K +119 +7%
S
1721
SimplyRich
California
$304K – – –
CFD
1722
Creative Financial Designs
Indiana
$304K +$16.2K +100 +6%
CAC
1723
Certified Advisory Corp
Florida
$304K +$22.6K +140 +8%
SWM
1724
Selective Wealth Management
Virginia
$302K -$214K -1,325 -41%
DIA
1725
Dana Investment Advisors
Wisconsin
$302K -$169K -1,049 -36%
67 68
69
70 71