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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 %
CAC
1726
Certified Advisory Corp
Florida
$348K +$20.5K +118 +6%
BFA
1727
Benedict Financial Advisors
Georgia
$346K +$1.91K +11 +0.6%
FNFDCM
1728
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$345K +$345K +1,983 New
EW
1729
Evoke Wealth
California
$344K -$127K -728 -27%
ST
1730
Smithfield Trust
Pennsylvania
$343K – – –
IAIM
1731
Industrial Alliance Investment Management
Quebec, Canada
$342K +$331K +1,905 +3,073%
PP
1732
PFS Partners
New Jersey
$341K – – –
BCA
1733
Bray Capital Advisors
Florida
$341K +$1.04K +6 +0.3%
MWM
1734
Merriman Wealth Management
Washington
$339K -$8K -46 -2%
MSFP
1735
Mark Sheptoff Financial Planning
Connecticut
$339K – – –
CRI
1736
Colonial River Investments
Virginia
$339K -$16.9K -97 -5%
SFP
1737
Shepherd Financial Partners
Massachusetts
$337K +$100K +578 +42%
HWM
1738
HFR Wealth Management
New York
$337K -$20.9K -120 -6%
SPWM
1739
Schrum Private Wealth Management
Florida
$336K -$25K -144 -7%
AAP
1740
Arax Advisory Partners
Colorado
$336K -$24.9K -143 -7%
PTP
1741
Platform Technology Partners
New York
$336K -$6.95K -40 -2%
SWM
1742
Sugarloaf Wealth Management
Georgia
$336K -$13.9K -80 -4%
ME
1743
McIlrath & Eck
Washington
$335K -$48K -276 -13%
AC
1744
Avestar Capital
New York
$335K -$15.6K -90 -4%
OCBCO
1745
Oversea-Chinese Banking Corp (OCBC)
Singapore
$334K +$334K +1,923 New
GWP
1746
Gateway Wealth Partners
Wisconsin
$334K +$334K +1,921 New
VCP
1747
Vista Capital Partners
Oregon
$334K -$9.74K -56 -3%
WMS
1748
Wealth Management Solutions
Pennsylvania
$332K -$106K -610 -24%
EWA
1749
Encompass Wealth Advisors
Oregon
$332K – – –
BWM
1750
Buckley Wealth Management
Nevada
$330K – – –
68 69
70
71 72