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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 %
NC
1776
NovaPoint Capital
Georgia
$317K – – –
IA
1777
Insight Advisors
Pennsylvania
$316K +$76K +434 +32%
LWM
1778
Laidlaw Wealth Management
New York
$315K -$922K -5,306 -75%
FCA
1779
FinTrust Capital Advisors
South Carolina
$314K -$24.5K -141 -7%
WRM
1780
Weybosset Research & Management
Rhode Island
$313K – – –
VI
1781
Versor Investments
New York
$313K +$313K +1,800 New
CIA
1782
Cladis Investment Advisory
Montana
$313K +$174 +1 +0.1%
SAM
1783
Secure Asset Management
Michigan
$313K -$95.4K -549 -23%
FCA
1784
FLC Capital Advisors
California
$311K +$51.3K +295 +20%
SAM
1785
Sompo Asset Management
Japan
$311K +$5.22K +30 +2%
Cohen & Steers
1786
Cohen & Steers
New York
$311K – – –
WA
1787
Wealth Advisors
California
$310K +$310K +1,781 New
WSCM
1788
Wellington Shields Capital Management
New York
$309K – – –
RWA
1789
Rainsberger Wealth Advisors
Colorado
$308K – – –
SN
1790
Sittner & Nelson
Oregon
$307K +$9.04K +52 +3%
TCOK
1791
Trust Company of Kansas
Kansas
$307K -$3.48K -20 -1%
IWA
1792
Intercontinental Wealth Advisors
Texas
$305K +$3.65K +21 +1%
WP
1793
WMS Partners
Maryland
$305K +$695 +4 +0.2%
SW
1794
Simplicity Wealth
New Jersey
$305K +$522 +3 +0.2%
EDRH
1795
Edmond de Rothschild Holding
Switzerland
$304K – – –
ACM
1796
AlphaStar Capital Management
North Carolina
$304K +$29.5K +170 +11%
UF
1797
Univest Financial
Pennsylvania
$304K -$19.3K -111 -6%
SL
1798
Salomon & Ludwin
Virginia
$304K +$74.8K +430 +33%
WB
1799
West Bancorporation
Iowa
$303K -$26.8K -154 -8%
DA
1800
Duality Advisers
Florida
$303K +$303K +1,743 New
70 71
72
73 74