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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
$4.18B
2
AWA
Arete Wealth Advisors
Illinois
$2.5B
3
Morgan Stanley
Morgan Stanley
New York
$1.34B
4
Barclays
Barclays
United Kingdom
$286M
5
AI
Accredited Investors
Minnesota
$136M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$551M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.21B
3
CWP
Capital Wealth Planning
Florida
$636K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.25B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
Impax Asset Management Group
151
Impax Asset Management Group
United Kingdom
$53.2M +$18.2M +104,584 +52%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$52.3M +$3.01M +17,310 +6%
Corient Private Wealth
153
Corient Private Wealth
Florida
$52.2M +$52.2M +299,700 New
MHI
154
Miller Howard Investments
New York
$51.9M -$666K -3,830 -1%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$47.3M +$2.86M +16,459 +6%
GIA
156
Gateway Investment Advisers
Ohio
$47.2M +$270K +1,556 +0.6%
EIC
157
Equity Investment Corp
Georgia
$46.9M +$1.15M +6,622 +3%
Allianz Asset Management
158
Allianz Asset Management
Germany
$46M -$5.26M -30,252 -10%
Cerity Partners
159
Cerity Partners
New York
$45.4M +$14M +80,443 +44%
ICG
160
InterOcean Capital Group
Tennessee
$45M +$1.09M +6,264 +2%
Royal London Asset Management
161
Royal London Asset Management
United Kingdom
$44.3M +$1.42M +8,150 +3%
CI
162
Cambiar Investors
Colorado
$44M -$182K -1,045 -0.4%
MIS
163
Morningstar Investment Services
Illinois
$43.7M +$454K +2,567 +1%
RFC
164
Regions Financial Corp
Alabama
$43.5M -$278K -1,602 -0.6%
RCM
165
RNC Capital Management
California
$43.1M -$611K -3,516 -1%
AAM
166
Ardevora Asset Management
United Kingdom
$42.9M -$1.76M -10,130 -4%
AAM
167
Advisors Asset Management
Colorado
$42.6M -$2.35M -13,537 -5%
Swedbank
168
Swedbank
Sweden
$42.5M +$551K +3,171 +1%
Ensign Peak Advisors
169
Ensign Peak Advisors
Utah
$41.9M +$2.03M +11,656 +5%
MPI
170
Mairs & Power Inc
Minnesota
$41.8M -$215K -1,237 -0.5%
AA
171
ALPS Advisors
Colorado
$40.8M +$23.6M +136,019 +138%
Retirement Systems of Alabama
172
Retirement Systems of Alabama
Alabama
$40.6M -$1.61M -9,279 -4%
LBA
173
Letko, Brosseau & Associates
Quebec, Canada
$40.5M -$1.36M -7,835 -3%
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$40.5M +$2.51M +14,461 +7%
USAA
175
United Services Automobile Association
Texas
$40.2M -$583K -3,355 -1%
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