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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 %
SAM
1751
Sompo Asset Management
Japan
$284K +$284K +1,760 New
SW
1752
Simplicity Wealth
New Jersey
$283K – – –
WP
1753
WMS Partners
Maryland
$283K +$16.7K +103 +6%
MHR
1754
Matthew Hamilton Rosenberg
$283K +$71K +440 +33%
JSW
1755
Journey Strategic Wealth
New Jersey
$283K +$283K +1,749 New
EDRH
1756
Edmond de Rothschild Holding
Switzerland
$282K +$17.1K +106 +6%
VC
1757
Vicus Capital
Pennsylvania
$280K -$29.6K -183 -10%
IWA
1758
Intercontinental Wealth Advisors
Texas
$280K +$5.01K +31 +2%
HA
1759
Herold Advisors
New York
$279K -$16.1K -100 -5%
ALAM
1760
Asahi Life Asset Management
Japan
$279K +$279K +1,725 New
SN
1761
Sittner & Nelson
Oregon
$277K +$27.5K +170 +11%
SNBOSD
1762
Security National Bank of So Dak
Iowa
$276K – – –
WSC
1763
Wellington Shields & Co
New York
$275K – – –
EP
1764
Edgestream Partners
New Jersey
$274K -$805K -4,993 -75%
AA
1765
Aire Advisors
California
$274K -$71.5K -442 -21%
WA
1766
WBH Advisory
Maryland
$274K +$14.4K +89 +6%
MKC
1767
M. Kraus & Co
Vermont
$273K – – –
WR
1768
WD Rutherford
Oregon
$273K – – –
WWA
1769
WCG Wealth Advisors
Nevada
$273K +$2.36K +13 +0.9%
MC
1770
Montag & Caldwell
Georgia
$272K – – –
APG
1771
Abacus Planning Group
South Carolina
$271K -$54.2K -335 -17%
EL
1772
Essex LLC
Illinois
$271K +$162 +1 +0.1%
SF
1773
Symphony Financial
Texas
$271K +$5.45K +33 +2%
OR
1774
Olympiad Research
Connecticut
$271K +$271K +1,678 New
WMA
1775
West Michigan Advisors
Michigan
$268K -$3.07K -19 -1%
69 70
71
72 73