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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 %
SF
1926
Symphony Financial
Texas
$230K -$60.2K -340 -21%
SIM
1927
SSI Investment Management
California
$229K – – –
FPB
1928
First PREMIER Bank
South Dakota
$229K -$8.51K -49 -4%
DA
1929
Dillon & Associates
Michigan
$227K – – –
AMCA
1930
Arthur M. Cohen & Associates
Illinois
$227K – – –
WE
1931
Wealth Effects
Massachusetts
$226K -$12K -69 -5%
FWA
1932
FSM Wealth Advisors
Ohio
$226K +$1.39K +8 +0.6%
AWM
1933
Angeles Wealth Management
California
$224K -$10.6K -61 -5%
RPG
1934
Resource Planning Group
Georgia
$224K +$348 +2 +0.2%
HI
1935
Hudock Inc
Pennsylvania
$223K +$21.7K +125 +11%
AP
1936
Appleton Partners
Massachusetts
$223K – – –
HT
1937
Headlands Technologies
Illinois
$223K +$223K +1,282 New
HFW
1938
Horizon Family Wealth
Illinois
$222K +$5.74K +33 +3%
TAM
1939
Tucker Asset Management
Colorado
$222K +$44.6K +254 +25%
CA
1940
Crewe Advisors
Utah
$219K +$120K +691 +122%
MWP
1941
Madison Wealth Partners
Wisconsin
$219K +$1.39K +8 +0.6%
DAM
1942
Derbend Asset Management
Georgia
$218K – – –
GJIA
1943
Glass Jacobson Investment Advisors
Maryland
$218K +$218K +1,255 New
NPA
1944
Nichols & Pratt Advisers
Massachusetts
$217K +$217K +1,250 New
APG
1945
Abacus Planning Group
South Carolina
$217K -$74K -426 -25%
TC
1946
Trust Company
Kansas
$217K +$3.82K +22 +2%
KWS
1947
Keystone Wealth Services
California
$216K +$1.04K +6 +0.5%
PB
1948
Pinnacle Bancorp
Nebraska
$216K -$5.21K -30 -2%
HW
1949
Hamilton Wealth
California
$215K +$215K +1,238 New
IAP
1950
Indie Asset Partners
Indiana
$215K +$215K +1,237 New
76 77
78
79 80