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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 %
OPCM
1826
Osborne Partners Capital Management
California
$286K +$3.65K +21 +1%
STB
1827
S&T Bank
Pennsylvania
$285K +$1.57K +9 +0.6%
LA
1828
LexAurum Advisors
Kansas
$283K +$174 +1 +0.1%
CIC
1829
Chase Investment Counsel
Virginia
$282K +$19.6K +113 +7%
OWM
1830
OneAscent Wealth Management
Alabama
$282K +$20.9K +120 +8%
PWP
1831
Pursue Wealth Partners
California
$281K – – –
NCM
1832
Northside Capital Management
Oregon
$281K +$281K +1,617 New
SWA
1833
Sax Wealth Advisors
New Jersey
$279K +$279K +1,605 New
3IP
1834
3Chopt Investment Partners
Virginia
$279K +$279K +1,605 New
QPWM
1835
Quadrant Private Wealth Management
Pennsylvania
$279K +$279K +1,605 New
BFA
1836
Beaumont Financial Advisors
Massachusetts
$279K -$260K -1,496 -48%
SIC
1837
Salem Investment Counselors
North Carolina
$279K +$17.2K +99 +7%
GAB
1838
German American Bancorp
Indiana
$279K +$279K +1,603 New
KA
1839
Kercheville Advisors
Texas
$278K – – –
IAM
1840
Innovis Asset Management
Illinois
$278K +$278K +1,598 New
SRC
1841
Sage Rhino Capital
California
$278K +$5.04K +29 +2%
RPCONE
1842
Retirement Planning Company of New England
Rhode Island
$277K +$14.1K +81 +5%
AA
1843
Aire Advisors
California
$277K -$17K -98 -6%
BA
1844
Bluesphere Advisors
Pennsylvania
$277K -$39.6K -228 -13%
CIC
1845
Chilton Investment Company
Connecticut
$277K – – –
TWP
1846
Transparent Wealth Partners
Arkansas
$275K +$2.26K +13 +0.8%
TWP
1847
Tower Wealth Partners
Pennsylvania
$274K -$302K -1,739 -52%
LNWTC
1848
Laird Norton Wetherby Trust Company
Washington
$274K +$274K +1,576 New
GWA
1849
GGM Wealth Advisors
Maryland
$273K – – –
AL
1850
Aspiriant LLC
California
$272K -$2.93M -16,857 -92%
72 73
74
75 76