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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 %
AA
1901
Auxano Advisors
Washington
$237K – – –
LIA
1902
LBMC Investment Advisors
Tennessee
$237K +$1.74K +10 +0.7%
BCM
1903
Becker Capital Management
Oregon
$236K -$25.4K -146 -10%
SEP
1904
Southland Equity Partners
Missouri
$236K +$17.9K +103 +8%
D
1905
Diversified
Delaware
$236K +$236K +1,356 New
EM
1906
ELCO Management
New York
$236K – – –
CWP
1907
Core Wealth Partners
California
$235K +$235K +15,720 New
ROTUOC
1908
Regents of the University of California
California
$235K – – –
FWM
1909
Fairhaven Wealth Management
Illinois
$235K -$869 -5 -0.4%
CII
1910
Capital International Inc
California
$234K -$540K -3,107 -70%
MM
1911
MQS Management
New York
$234K -$192K -1,105 -45%
TIA
1912
Tiemann Investment Advisors
California
$234K -$10.4K -60 -4%
TCMP
1913
Thrive Capital Management (Pennsylvania)
Pennsylvania
$234K +$8.52K +49 +4%
ISWM
1914
Independent Solutions Wealth Management
New York
$234K – – –
GWS
1915
Glassman Wealth Services
Virginia
$233K -$18.6K -107 -7%
LAS
1916
LWM Advisory Services
Florida
$233K -$106K -607 -31%
BBA
1917
Braun-Bostich & Associates
Pennsylvania
$233K -$3.82K -22 -2%
ACM
1918
Argent Capital Management
Missouri
$233K -$10.4K -60 -4%
CFAM
1919
Center For Asset Management
Florida
$232K +$3.65K +21 +2%
OHWA
1920
Oak Hill Wealth Advisors
Virginia
$232K +$232K +1,333 New
QFA
1921
Quantum Financial Advisors
California
$231K +$1.91K +11 +0.8%
FIB
1922
First Interstate Bank
Montana
$231K -$26.2K -150 -10%
WCM
1923
Wedge Capital Management
North Carolina
$231K +$3.99K +23 +2%
ACP
1924
Aveo Capital Partners
Colorado
$231K +$231K +1,328 New
RWA
1925
Redmont Wealth Advisors
Illinois
$231K +$231K +1,327 New
75 76
77
78 79