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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 %
ADL
1926
Asset Dedication LLC
California
$154K +$154K +949 New
SIC
1927
SJS Investment Consulting
Ohio
$149K +$149K +919 New
PH
1928
Pinnacle Holdings
Oklahoma
$144K -$15K -93 -9%
SIMG
1929
Stephens Investment Management Group
Texas
$140K – – –
ETH
1930
Exos TFP Holdings
New York
$140K +$140K +866 New
ONST
1931
Old North State Trust
North Carolina
$139K +$139K +860 New
BA
1932
Bellwether Advisors
Nebraska
$137K – – –
WB
1933
Webster Bank
Connecticut
$136K – – –
LF
1934
Lee Financial
Texas
$134K +$648 +4 +0.5%
CB
1935
CNB Bank
Pennsylvania
$133K – – –
RTC
1936
Riverview Trust Company
Washington
$133K +$65.2K +405 +96%
USGIU
1937
U.S. Global Investors (USGI)
Texas
$132K -$105K -650 -44%
HIM
1938
Hillsdale Investment Management
Ontario, Canada
$131K -$34.3K -213 -21%
CWM
1939
CarsonAllaria Wealth Management
Illinois
$129K +$484 +3 +0.4%
C
1940
Covestor
United Kingdom
$126K -$126K -781 -50%
TFA
1941
Toth Financial Advisory
Virginia
$122K +$161 +1 +0.1%
RCG
1942
Rock Creek Group
District of Columbia
$122K +$21.5K +133 +21%
GC
1943
Garde Capital
Washington
$122K +$122K +758 New
PVH
1944
Psagot Value Holdings
Israel
$119K -$46.1K -285 -28%
SOW
1945
State of Wyoming
Wyoming
$119K +$106K +659 +824%
HDIM
1946
Hanson & Doremus Investment Management
Vermont
$116K +$31.1K +193 +37%
EI
1947
Ellevest Inc
New York
$114K +$161 +1 +0.1%
MA
1948
MCF Advisors
Kentucky
$113K +$811 +5 +0.7%
AA
1949
Addison Advisors
Vermont
$113K +$48.3K +300 +75%
MAWCM
1950
Mine & Arao Wealth Creation & Management
California
$112K +$2.9K +18 +3%
76 77
78
79 80