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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 %
MTIC
1951
Missouri Trust & Investment Company
Missouri
$111K – – –
FCB
1952
First Command Bank
Texas
$110K +$11.9K +74 +12%
FCFS
1953
First Command Financial Services
Texas
$110K +$11.9K +74 +12%
CT
1954
Clearstead Trust
Maine
$108K +$57.1K +354 +112%
IWP
1955
IAG Wealth Partners
Wisconsin
$106K -$809 -5 -0.8%
HGERS
1956
Householder Group Estate & Retirement Specialist
Arizona
$99K +$99K +615 New
JWM
1957
Janiczek Wealth Management
Colorado
$98K -$14.2K -89 -13%
Bank Julius Baer & Co
1958
Bank Julius Baer & Co
Switzerland
$97K -$1.61K -10 -2%
HCM
1959
Highlander Capital Management
New Jersey
$97K – – –
TFM
1960
TFC Financial Management
Massachusetts
$92K – – –
CA
1961
Crewe Advisors
Utah
$92K +$13.9K +86 +18%
OSNBOA
1962
Old Second National Bank of Aurora
Illinois
$89K -$12K -75 -12%
JFA
1963
JNBA Financial Advisors
Minnesota
$88K -$21.7K -134 -20%
TAIM
1964
TD Ameritrade Investment Management
Nebraska
$88K -$7.96K -49 -8%
CH
1965
Canton Hathaway
Rhode Island
$86K -$16.2K -100 -16%
MW
1966
Milestone Wealth
New York
$86K – – –
ACA
1967
Atlas Capital Advisors
Wyoming
$84.6K -$16.2K -100 -16%
ARMC
1968
American Research & Management Company
Massachusetts
$83K – – –
LFG
1969
Larson Financial Group
Missouri
$82K – – –
TC
1970
Tacita Capital
Ontario, Canada
$82K – – –
LSV Asset Management
1971
LSV Asset Management
Illinois
$81K -$48.6K -300 -38%
NF
1972
Norwood Financial
Pennsylvania
$81K – – –
RDIA
1973
RE Dickinson Investment Advisors
Iowa
$81K – – –
ACM
1974
Aquatic Capital Management
Illinois
$81K +$81K +500 New
TCM
1975
TD Capital Management
Tennessee
$77K +$77K +478 New
77 78
79
80 81