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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 %
AA
1751
Alta Advisers
United Kingdom
$330K – – –
GIM
1752
Goelzer Investment Management
Indiana
$329K -$15.6K -90 -5%
CA
1753
CoreCap Advisors
Michigan
$329K -$984K -5,658 -75%
SSWM
1754
Strait & Sound Wealth Management
California
$327K +$327K +1,828 New
SCA
1755
STALEY CAPITAL ADVISERS
Pennsylvania
$327K -$10.4K -60 -3%
CFD
1756
Creative Financial Designs
Indiana
$327K +$174 +1 +0.1%
S
1757
SimplyRich
California
$326K -$520 -3 -0.2%
SNBOSD
1758
Security National Bank of So Dak
Iowa
$326K +$29.5K +170 +10%
AT
1759
American Trust
Kentucky
$326K -$17.9K -103 -5%
SFO
1760
Stokes Family Office
Louisiana
$324K -$10.3K -59 -3%
TCB
1761
Texas Capital Bancshares
Texas
$324K +$2.09K +12 +0.6%
DCM
1762
Dudley Capital Management
Virginia
$324K +$324K +1,861 New
GG
1763
Greenwood Gearhart
Arkansas
$322K -$13.7K -79 -4%
NEWAS
1764
N.E.W. Advisory Services
Wisconsin
$322K -$64.5K -371 -17%
GH
1765
GAM Holding
Switzerland
$322K -$417K -2,398 -56%
CP
1766
Castleview Partners
Texas
$322K -$26.6K -153 -8%
RCA
1767
Reitz Capital Advisors
Michigan
$322K -$208K -1,197 -39%
GA
1768
Goldstein Advisors
Wisconsin
$321K +$321K +1,849 New
JAG
1769
Journey Advisory Group
Kentucky
$321K +$174 +1 +0.1%
AWM
1770
Accel Wealth Management
Iowa
$321K -$6.78K -39 -2%
LB
1771
Legacy Bridge
Iowa
$320K +$8.17K +47 +3%
PRWA
1772
Platte River Wealth Advisors
Colorado
$319K – – –
TLA
1773
Tanglewood Legacy Advisors
Texas
$319K +$319K +1,833 New
BBA
1774
BLB&B Advisors
Pennsylvania
$318K -$21.6K -124 -6%
BFM
1775
Boothbay Fund Management
New York
$317K -$219K -1,258 -41%
69 70
71
72 73