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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 %
AWM
1976
Act Wealth Management
Texas
$205K +$205K +1,179 New
KFI
1977
Key Financial Inc
Pennsylvania
$205K – – –
BFS
1978
Bickling Financial Services
Massachusetts
$204K +$204K +1,175 New
PMFA
1979
Plante Moran Financial Advisors
Michigan
$204K +$149K +858 +274%
WBC
1980
West Branch Capital
Massachusetts
$203K -$8.52K -49 -4%
NWM
1981
Northwest Wealth Management
Iowa
$203K +$203K +1,167 New
FWP
1982
Firethorn Wealth Partners
Georgia
$203K +$203K +1,166 New
BFG
1983
Berger Financial Group
Minnesota
$203K +$203K +1,165 New
TWP
1984
Tempus Wealth Planning
California
$201K +$201K +1,157 New
CAL
1985
Capital Advisors Ltd
Ohio
$201K -$3.13K -18 -2%
LAM
1986
Lifestyle Asset Management
Texas
$201K +$201K +1,156 New
HHGA
1987
Halbert Hargrove Global Advisors
California
$201K -$43.8K -252 -18%
HWA
1988
Heartwood Wealth Advisors
Virginia
$200K +$200K +1,153 New
CW
1989
CIC Wealth
Maryland
$200K +$200K +1,152 New
ONST
1990
Old North State Trust
North Carolina
$199K +$49.5K +285 +33%
SIS
1991
Sound Income Strategies
Florida
$199K +$27.5K +158 +16%
FFA
1992
Farther Finance Advisors
California
$199K +$199K +1,142 New
CYG
1993
Clean Yield Group
Vermont
$197K +$1.74K +10 +0.9%
CHA
1994
Carmichael Hill & Associates
Maryland
$190K – – –
EBA
1995
Eagle Bay Advisors
New York
$185K -$52.3K -301 -22%
GFPC
1996
Global Financial Private Client
Florida
$181K +$11K +63 +6%
KC
1997
Kenfarb & Co
Kentucky
$174K – – –
HWA
1998
HHM Wealth Advisors
Tennessee
$174K +$4.69K +27 +3%
BDWCC
1999
B&D White Capital Company
Texas
$174K +$174K +1,000 New
MG
2000
MilWealth Group
Wisconsin
$172K – – –
78 79
80
81 82