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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 %
APW
1851
Aurora Private Wealth
New Jersey
$222K +$3.24K +20 +1%
CA
1852
CGN Advisors
Kansas
$222K +$222K +1,374 New
BLC
1853
Brown, Lisle/Cummings
Rhode Island
$222K – – –
CFA
1854
CWS Financial Advisors
Michigan
$221K -$40.4K -250 -15%
BBA
1855
Braun-Bostich & Associates
Pennsylvania
$221K -$20.1K -124 -8%
WE
1856
Wealth Effects
Massachusetts
$221K -$9.7K -60 -4%
EBA
1857
Eagle Bay Advisors
New York
$221K -$6.64K -41 -3%
IA
1858
Insight Advisors
Pennsylvania
$221K -$3.23K -20 -1%
FPB
1859
First PREMIER Bank
South Dakota
$221K – – –
SW
1860
SteelPeak Wealth
California
$220K +$33.3K +206 +18%
SFP
1861
Shepherd Financial Partners
Massachusetts
$220K +$220K +1,361 New
AA
1862
Auxano Advisors
Washington
$220K +$220K +1,363 New
FWM
1863
Fairhaven Wealth Management
Illinois
$219K -$2.59K -16 -1%
EM
1864
ELCO Management
New York
$219K – – –
VAM
1865
Verity Asset Management
North Carolina
$219K +$219K +1,355 New
LFAS
1866
Level Four Advisory Services
Texas
$218K -$356K -2,200 -62%
ROTUOC
1867
Regents of the University of California
California
$218K – – –
LIA
1868
LBMC Investment Advisors
Tennessee
$218K +$1.78K +11 +0.8%
AWM
1869
Angeles Wealth Management
California
$218K +$4.19K +26 +2%
ISWM
1870
Independent Solutions Wealth Management
New York
$217K +$19.4K +120 +10%
RFA
1871
Resurgent Financial Advisors
Georgia
$217K +$37.8K +234 +21%
QFA
1872
Quantum Financial Advisors
California
$213K – – –
SL
1873
Salomon & Ludwin
Virginia
$213K +$7.11K +44 +3%
WA
1874
Wealth Architects
California
$213K +$213K +1,319 New
SIM
1875
SSI Investment Management
California
$212K – – –
73 74
75
76 77