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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 %
QC
1851
Quent Capital
New York
$270K +$4.87K +28 +2%
SFG
1852
Sunburst Financial Group
Alabama
$269K -$4.7K -27 -2%
PSP
1853
Pacific Sage Partners
Washington
$269K +$269K +1,546 New
BFA
1854
Bill Few Associates
Pennsylvania
$269K – – –
GCP
1855
Garda Capital Partners
Minnesota
$268K +$268K +1,539 New
IPW
1856
Invictus Private Wealth
Colorado
$267K +$267K +1,537 New
CFC
1857
Coyle Financial Counsel
Illinois
$266K +$695 +4 +0.3%
EWM
1858
EPG Wealth Management
Georgia
$266K -$224K -1,287 -46%
PWP
1859
Perfromance Wealth Partners
Illinois
$264K -$64.3K -370 -20%
DIA
1860
Davidson Investment Advisors
Montana
$264K -$13K -75 -5%
PMEF
1861
Point72 Middle East FZE
United Arab Emirates
$263K +$263K +1,515 New
SW
1862
SteelPeak Wealth
California
$263K +$25.9K +149 +11%
LJHT
1863
Laurie J. Hall Trustee
$261K – – –
RC
1864
RBO & Co
California
$261K – – –
BCP
1865
Berkeley Capital Partners
Georgia
$259K -$5.56K -32 -2%
BBW
1866
Blue Barn Wealth
Utah
$258K -$14.6K -84 -5%
BCM
1867
Boltwood Capital Management
California
$258K -$4.35K -25 -2%
BOPW
1868
Brandywine Oak Private Wealth
Pennsylvania
$257K -$11.8K -68 -4%
PCMF
1869
Private Capital Management (Florida)
Florida
$257K +$348 +2 +0.1%
TWA
1870
TCI Wealth Advisors
Arizona
$256K -$10.9K -63 -4%
CFA
1871
Compass Financial Advisors
Indiana
$256K -$2.78K -16 -1%
CAI
1872
Capital Advisors Inc
Oklahoma
$255K +$255K +1,466 New
AFT
1873
Alpha Family Trust
California
$255K +$255K +1,465 New
MIC
1874
Means Investment Company
Maine
$254K -$16.7K -96 -6%
OAM
1875
Oak Asset Management
California
$254K -$1.57K -9 -0.6%
73 74
75
76 77