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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 %
T
1726
TNF
Montana
$302K +$320 +2 +0.1%
HBW
1727
Hazlett, Burt & Watson
West Virginia
$301K +$6.75K +42 +2%
WMA
1728
Wealth Management Associates
New Jersey
$300K +$19.4K +120 +7%
UF
1729
Univest Financial
Pennsylvania
$300K -$17.6K -109 -6%
CAMG
1730
CWA Asset Management Group
Florida
$300K +$14.7K +91 +5%
TCB
1731
Texas Capital Bancshares
Texas
$299K -$1.62K -10 -0.5%
JF
1732
Jump Financial
Illinois
$299K +$299K +1,851 New
JAG
1733
Journey Advisory Group
Kentucky
$298K -$59.8K -370 -17%
TCBWMS
1734
Texas Capital Bank Wealth Management Services
Texas
$297K +$3.88K +24 +1%
TF
1735
Trek Financial
Arizona
$296K -$286K -1,770 -49%
PRWA
1736
Platte River Wealth Advisors
Colorado
$296K – – –
NC
1737
NovaPoint Capital
Georgia
$295K – – –
BA
1738
Bluesphere Advisors
Pennsylvania
$294K -$76K -470 -21%
VWM
1739
Vigilare Wealth Management
Arizona
$293K +$17.7K +110 +6%
RTS
1740
Round Table Services
New Jersey
$292K -$30.7K -190 -10%
WRM
1741
Weybosset Research & Management
Rhode Island
$291K -$19.2K -119 -6%
FSA
1742
Fort Sheridan Advisors
Illinois
$291K – – –
CIA
1743
Cladis Investment Advisory
Montana
$290K – – –
Cohen & Steers
1744
Cohen & Steers
New York
$289K -$88.4K -547 -23%
LB
1745
Legacy Bridge
Iowa
$289K – – –
TCOK
1746
Trust Company of Kansas
Kansas
$288K – – –
SI
1747
Saxon Interests
Texas
$288K +$30.2K +180 +12%
WSCM
1748
Wellington Shields Capital Management
New York
$287K – – –
RWA
1749
Rainsberger Wealth Advisors
Colorado
$286K +$286K +1,769 New
MCWA
1750
Meadow Creek Wealth Advisors
Georgia
$285K +$11.8K +73 +4%
68 69
70
71 72