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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 %
ACM
1901
AUA Capital Management
Pennsylvania
$200K -$130K -805 -39%
KWS
1902
Keystone Wealth Services
California
$200K +$4.85K +30 +2%
TC
1903
Trust Company
Kansas
$198K – – –
AWM
1904
Avior Wealth Management
Nebraska
$198K +$23.9K +148 +14%
WBC
1905
West Branch Capital
Massachusetts
$196K +$10.5K +65 +6%
EIP
1906
Ellis Investment Partners
Pennsylvania
$191K +$1.13K +7 +0.6%
CAL
1907
Capital Advisors Ltd
Ohio
$189K +$322 +2 +0.2%
HI
1908
Hudock Inc
Pennsylvania
$187K +$807 +5 +0.4%
FFA
1909
Fairfield Financial Advisors
Massachusetts
$182K +$10K +62 +6%
CYG
1910
Clean Yield Group
Vermont
$181K – – –
CHA
1911
Carmichael Hill & Associates
Maryland
$176K -$161 -1 -0.1%
TIM
1912
Tevis Investment Management
Texas
$173K +$19.8K +122 +13%
AWM
1913
Atticus Wealth Management
Florida
$172K – – –
TAM
1914
Tucker Asset Management
Colorado
$169K +$36.8K +219 +28%
BCMLT
1915
Beacon Capital Management LLC (Tennessee)
Tennessee
$164K – – –
PO
1916
Private Ocean
California
$162K -$15.9K -99 -9%
KC
1917
Kenfarb & Co
Kentucky
$162K – – –
MG
1918
MilWealth Group
Wisconsin
$160K – – –
GFPC
1919
Global Financial Private Client
Florida
$160K – – –
IFAM
1920
Institutional & Family Asset Management
Colorado
$159K -$1.45K -9 -0.9%
SIS
1921
Sound Income Strategies
Florida
$159K +$30.1K +187 +23%
MCM
1922
MV Capital Management
Maryland
$158K +$23K +142 +17%
HWA
1923
HHM Wealth Advisors
Tennessee
$157K -$16.1K -100 -9%
Bank of Montreal
1924
Bank of Montreal
Ontario, Canada
$156K -$13.8K -63,349 -8%
NEAM
1925
New England Asset Management
Connecticut
$154K -$173K -1,074 -53%
75 76
77
78 79