UPS icon

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 %
CFAM
1876
Center For Asset Management
Florida
$212K +$212K +1,313 New
ICM
1877
Ionic Capital Management
New York
$212K +$212K +1,313 New
WCM
1878
Wedge Capital Management
North Carolina
$211K -$484 -3 -0.2%
DA
1879
Dillon & Associates
Michigan
$211K – – –
RCG
1880
Resource Consulting Group
Florida
$211K +$211K +1,305 New
AMCA
1881
Arthur M. Cohen & Associates
Illinois
$210K – – –
TCMP
1882
Thrive Capital Management (Pennsylvania)
Pennsylvania
$210K +$210K +1,298 New
GI
1883
GAMCO Investors
Connecticut
$208K -$36.4K -225 -15%
FWA
1884
FSM Wealth Advisors
Ohio
$208K +$23.4K +145 +13%
RPG
1885
Resource Planning Group
Georgia
$208K +$208K +1,289 New
AP
1886
Appleton Partners
Massachusetts
$207K -$12.3K -76 -6%
HR
1887
Howe & Rusling
New York
$207K +$33.4K +207 +19%
PB
1888
Pinnacle Bancorp
Nebraska
$206K -$1.62K -10 -0.8%
VC
1889
Vestor Capital
Illinois
$206K – – –
PTC
1890
Petrus Trust Company
Texas
$206K +$206K +1,275 New
MAM
1891
MMA Asset Management
Pennsylvania
$205K +$2.1K +13 +1%
KFI
1892
Key Financial Inc
Pennsylvania
$205K +$3.89K +24 +2%
KWA
1893
KCS Wealth Advisory
California
$204K -$4.84K -30 -2%
SEP
1894
Southland Equity Partners
Missouri
$203K +$1.45K +9 +0.7%
TWM
1895
Tradition Wealth Management
Minnesota
$203K -$78.6K -487 -28%
DAM
1896
Derbend Asset Management
Georgia
$203K – – –
W
1897
Wealthquest
Ohio
$202K – – –
MWP
1898
Madison Wealth Partners
Wisconsin
$202K +$2.26K +14 +1%
PCI
1899
Planning Center Inc
Illinois
$201K -$10.8K -68 -5%
HFW
1900
Horizon Family Wealth
Illinois
$201K +$2.75K +17 +1%
74 75
76
77 78