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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 %
EFM
1826
E Fund Management
China
$239K +$3.71K +23 +2%
PCMF
1827
Private Capital Management (Florida)
Florida
$239K +$239K +1,477 New
SMH
1828
Sanders Morris Harris
Texas
$238K – – –
FIB
1829
First Interstate Bank
Montana
$238K +$4.84K +30 +2%
EC
1830
Enhancing Capital
Pennsylvania
$237K – – –
AC
1831
ASB Consultores
Florida
$237K +$17.1K +106 +8%
LAM
1832
L2 Asset Management
Massachusetts
$237K +$29.4K +182 +14%
OAM
1833
Oak Asset Management
California
$237K +$237K +1,470 New
HIC
1834
Harvey Investment Company
Kentucky
$236K – – –
TCWM
1835
Total Clarity Wealth Management
Illinois
$236K +$137K +847 +138%
MWM
1836
Modera Wealth Management
New Jersey
$235K +$5.01K +31 +2%
CPSC
1837
Carl P. Sherr & Co
Massachusetts
$234K -$347K -2,145 -60%
PWA
1838
Providence Wealth Advisors
Illinois
$234K – – –
GWS
1839
Glassman Wealth Services
Virginia
$234K +$24.5K +152 +12%
FAG
1840
Fortitude Advisory Group
Washington
$233K – – –
SFO
1841
Standard Family Office
South Dakota
$232K +$232K +1,434 New
EFG
1842
Everhart Financial Group
Ohio
$229K -$46K -285 -17%
WQ
1843
Wealth Quarterback
New Jersey
$228K +$1.29K +8 +0.6%
TIA
1844
Tiemann Investment Advisors
California
$227K – – –
HHGA
1845
Halbert Hargrove Global Advisors
California
$227K +$24.1K +149 +12%
ACM
1846
Argent Capital Management
Missouri
$226K -$71.7K -445 -24%
KAM
1847
Knightsbridge Asset Management
California
$226K +$969 +6 +0.4%
NIM
1848
NuWave Investment Management
New Jersey
$225K +$225K +1,392 New
ECG
1849
Edge Capital Group
Georgia
$224K -$1.48M -9,156 -87%
AFAS
1850
Acorn Financial Advisory Services
Virginia
$222K -$2.09K -13 -0.9%
72 73
74
75 76