UPS icon

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 %
Bank Julius Baer & Co
1951
Bank Julius Baer & Co
Switzerland
$215K +$111K +638 +106%
ACM
1952
AUA Capital Management
Pennsylvania
$215K – – –
HFP
1953
Holistic Financial Partners
Indiana
$215K +$215K +1,236 New
EFG
1954
Everhart Financial Group
Ohio
$214K -$32.5K -187 -13%
NFG
1955
Nadler Financial Group
Illinois
$213K +$213K +1,226 New
CA
1956
CGN Advisors
Kansas
$213K -$25.9K -149 -11%
ECG
1957
Edge Capital Group
Georgia
$213K -$27.8K -160 -12%
CFA
1958
CWS Financial Advisors
Michigan
$212K -$20.2K -119 -9%
AWM
1959
Avior Wealth Management
Nebraska
$211K -$2.09K -12 -1%
SIMG
1960
Stephens Investment Management Group
Texas
$211K +$58.7K +334 +38%
CI
1961
Carroll Investors
South Carolina
$211K +$211K +1,198 New
WA
1962
Wealth Architects
California
$211K -$18.8K -108 -8%
FPIS
1963
Financial Planning & Information Services
Wisconsin
$210K +$210K +1,210 New
BPFA
1964
Barnes Pettey Financial Advisors
Mississippi
$210K +$210K +1,209 New
MWM
1965
Modera Wealth Management
New Jersey
$210K -$42.6K -245 -17%
PCI
1966
Planning Center Inc
Illinois
$210K -$9.74K -56 -4%
SIMG
1967
Sonora Investment Management Group
Arizona
$208K +$208K +1,199 New
SDWIA
1968
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K +$208K +1,197 New
OWA
1969
Opal Wealth Advisors
New York
$208K +$208K +1,197 New
TWM
1970
Tradition Wealth Management
Minnesota
$208K -$11K -63 -5%
PTC
1971
Philadelphia Trust Company
Pennsylvania
$208K +$208K +1,194 New
EIP
1972
Ellis Investment Partners
Pennsylvania
$208K +$1.56K +9 +0.8%
ETIA
1973
Epic Trust Investment Advisors
Washington
$207K +$207K +1,188 New
SWM
1974
Shakespeare Wealth Management
Wisconsin
$207K +$207K +1,190 New
NC
1975
NBW Capital
Massachusetts
$206K +$206K +1,187 New
77 78
79
80 81