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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 %
LA
1801
Latitude Advisors
Florida
$302K +$17.7K +102 +6%
VWM
1802
Vigilare Wealth Management
Arizona
$302K -$14.1K -81 -4%
MKC
1803
M. Kraus & Co
Vermont
$301K +$7.82K +45 +3%
MHR
1804
Matthew Hamilton Rosenberg
$299K -$5.74K -33 -2%
6F
1805
626 Financial
Michigan
$298K +$298K +1,713 New
CCM
1806
CAAS Capital Management
New York
$297K +$297K +1,710 New
WSC
1807
Wellington Shields & Co
New York
$296K – – –
KCFA
1808
Key Client Fiduciary Advisors
New Jersey
$296K +$296K +1,704 New
EL
1809
Essex LLC
Illinois
$296K +$4.52K +26 +2%
SMWM
1810
Silvia McColl Wealth Management
California
$296K +$296K +1,701 New
HBW
1811
Hazlett, Burt & Watson
West Virginia
$295K -$27.6K -160 -9%
VAM
1812
Verity Asset Management
North Carolina
$295K +$59.1K +340 +25%
LWM
1813
Lodestone Wealth Management
Washington
$294K +$294K +1,692 New
Credit Agricole
1814
Credit Agricole
France
$293K -$467K -2,684 -61%
WR
1815
WD Rutherford
Oregon
$293K -$869 -5 -0.3%
MGIM
1816
M&G Investment Management
United Kingdom
$293K – – –
FWM
1817
Forza Wealth Management
Florida
$293K +$293K +1,683 New
MC
1818
Montag & Caldwell
Georgia
$292K – – –
WFI
1819
West Family Investments
California
$292K +$292K +1,679 New
LAM
1820
L2 Asset Management
Massachusetts
$290K +$34.9K +201 +14%
OFS
1821
OneAscent Financial Services
Alabama
$290K +$15.6K +90 +6%
AC
1822
ASB Consultores
Florida
$289K +$33.7K +194 +13%
VC
1823
Vicus Capital
Pennsylvania
$288K -$13.7K -79 -5%
FSA
1824
Fort Sheridan Advisors
Illinois
$287K -$26.1K -150 -8%
ACA
1825
Aspire Capital Advisors
Washington
$287K +$1.57K +9 +0.5%
71 72
73
74 75