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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 %
QC
1801
Quent Capital
New York
$247K -$3.24K -20 -1%
SFS
1802
Summit Financial Strategies
Ohio
$247K +$247K +1,529 New
CFC
1803
Coyle Financial Counsel
Illinois
$246K +$645 +4 +0.3%
BCP
1804
Berkeley Capital Partners
Georgia
$246K +$1.29K +8 +0.5%
DJSG
1805
D.J. St. Germain
Massachusetts
$245K – – –
AWM
1806
Accurate Wealth Management
Florida
$244K -$107K -652 -30%
BCM
1807
Boltwood Capital Management
California
$244K – – –
RPCONE
1808
Retirement Planning Company of New England
Rhode Island
$244K +$1.29K +8 +0.5%
SFG
1809
Summit Financial Group
West Virginia
$244K +$17.6K +109 +8%
QCIG
1810
Quad-Cities Investment Group
Iowa
$243K -$95.8K -593 -28%
BCM
1811
Becker Capital Management
Oregon
$243K -$12.9K -80 -5%
CIC
1812
Chase Investment Counsel
Virginia
$243K +$2.9K +18 +1%
SIC
1813
Salem Investment Counselors
North Carolina
$243K +$106K +657 +78%
CMI
1814
Clare Market Investments
Texas
$242K +$242K +1,500 New
LJHT
1815
Laurie J. Hall Trustee
$242K -$11.3K -70 -4%
RC
1816
RBO & Co
California
$242K – – –
RIM
1817
Redwood Investment Management
Arizona
$242K +$242K +1,495 New
FCA
1818
FLC Capital Advisors
California
$242K +$242K +1,496 New
YMRC
1819
Yorktown Management & Research Company
Virginia
$242K +$242K +1,500 New
SCA
1820
Sage Capital Advisors
South Dakota
$242K +$242K +1,500 New
OWM
1821
OneAscent Wealth Management
Alabama
$242K +$242K +1,501 New
B
1822
Bellecapital
Switzerland
$241K -$235K -1,452 -49%
CFA
1823
Compass Financial Advisors
Indiana
$240K +$645 +4 +0.3%
BFC
1824
Bedel Financial Consulting
Indiana
$240K +$50.7K +300 +27%
KP
1825
Keel Point
Alabama
$239K -$18.1K -112 -7%
71 72
73
74 75