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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 %
HC
1876
Hamilton Capital
Ohio
$254K +$254K +1,459 New
HIC
1877
Harvey Investment Company
Kentucky
$253K – – –
GSIAS
1878
Garden State Investment Advisory Services
New Jersey
$251K +$251K +1,447 New
NFSG
1879
Newbridge Financial Services Group
Florida
$251K -$81.7K -470 -25%
KF
1880
Krilogy Financial
Missouri
$251K +$251K +1,444 New
FAG
1881
Fortitude Advisory Group
Washington
$251K +$174 +1 +0.1%
WP
1882
WealthSource Partners
California
$250K -$96.1K -553 -28%
BLC
1883
Brown, Lisle/Cummings
Rhode Island
$249K +$10.8K +62 +5%
VC
1884
Vestor Capital
Illinois
$249K +$27K +155 +12%
CWM
1885
Centurion Wealth Management
Virginia
$249K +$249K +1,431 New
SWP
1886
Semus Wealth Partners
Florida
$247K +$247K +1,422 New
BFC
1887
Bedel Financial Consulting
Indiana
$247K – – –
BMM
1888
Buffington Mohr McNeal
Idaho
$247K +$247K +1,419 New
EFM
1889
E Fund Management
China
$245K -$12.9K -74 -5%
SFG
1890
Summit Financial Group
West Virginia
$244K -$18.6K -107 -7%
MA
1891
Mezzasalma Advisors
New Jersey
$244K +$244K +1,403 New
CPSC
1892
Carl P. Sherr & Co
Massachusetts
$243K -$8.52K -49 -3%
QCIG
1893
Quad-Cities Investment Group
Iowa
$243K -$18.6K -107 -7%
GCP
1894
Gill Capital Partners
Colorado
$242K -$219K -1,261 -48%
WQ
1895
Wealth Quarterback
New Jersey
$241K -$4K -23 -2%
PWA
1896
Providence Wealth Advisors
Illinois
$241K – – –
WMA
1897
West Michigan Advisors
Michigan
$240K -$47.6K -274 -17%
CFP
1898
Catalyst Financial Partners
Massachusetts
$240K +$240K +1,378 New
AFAS
1899
Acorn Financial Advisory Services
Virginia
$240K – – –
W
1900
Wealthquest
Ohio
$239K +$20.9K +120 +10%
74 75
76
77 78