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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 %
PAM
1776
Premier Asset Management
Illinois
$267K -$31.8K -197 -11%
ACA
1777
Aspire Capital Advisors
Washington
$265K – – –
LA
1778
Latitude Advisors
Florida
$264K -$2.75K -17 -1%
HIC
1779
Hartline Investment Corp
Illinois
$264K +$264K +1,634 New
STB
1780
S&T Bank
Pennsylvania
$263K -$431K -2,670 -62%
LA
1781
LexAurum Advisors
Kansas
$263K +$6.14K +38 +2%
OTL
1782
Oak Thistle LLC
New York
$263K +$263K +1,626 New
OPCM
1783
Osborne Partners Capital Management
California
$262K +$45.5K +282 +21%
PWP
1784
Pursue Wealth Partners
California
$261K – – –
KA
1785
Kercheville Advisors
Texas
$259K – – –
DIA
1786
Davidson Investment Advisors
Montana
$257K -$274K -1,700 -52%
CIC
1787
Chilton Investment Company
Connecticut
$257K +$257K +1,591 New
GWA
1788
GGM Wealth Advisors
Maryland
$255K – – –
ACM
1789
AlphaStar Capital Management
North Carolina
$255K +$14.4K +89 +6%
SFG
1790
Sunburst Financial Group
Alabama
$255K +$43.2K +267 +20%
OFS
1791
OneAscent Financial Services
Alabama
$255K +$255K +1,580 New
BBW
1792
Blue Barn Wealth
Utah
$254K +$44K +272 +21%
SRC
1793
Sage Rhino Capital
California
$253K -$484 -3 -0.2%
TWP
1794
Transparent Wealth Partners
Arkansas
$253K +$1.94K +12 +0.8%
MIC
1795
Means Investment Company
Maine
$252K -$7.92K -49 -3%
BOPW
1796
Brandywine Oak Private Wealth
Pennsylvania
$250K – – –
BFA
1797
Bill Few Associates
Pennsylvania
$249K – – –
CI
1798
CX Institutional
Indiana
$248K -$2.07M -12,813 -89%
SICM
1799
Sustainable Insight Capital Management
New York
$248K -$63.8K -395 -20%
TWA
1800
TCI Wealth Advisors
Arizona
$248K +$1.94K +12 +0.8%
70 71
72
73 74