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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 %
FFC
2001
First Financial Corp
Indiana
$46K -$810 -5 -2%
LSA
2002
Lansing Street Advisors
Pennsylvania
$46K +$164 +1 +0.4%
AFS
2003
Annapolis Financial Services
Maryland
$45K -$650 -4 -1%
TFP
2004
Tilia Fiduciary Partners
North Carolina
$45K +$5.84K +37 +15%
MFT
2005
Moisand Fitzgerald Tamayo
Florida
$45K +$12.7K +78 +39%
NICM
2006
Neo Ivy Capital Management
New York
$45K +$45K +280 New
BWA
2007
BDO Wealth Advisors
Florida
$43K +$4.85K +30 +13%
CDIA
2008
Capital Directions Investment Advisors
Georgia
$41K -$62K -338 Closed
DI
2009
Disciplined Investments
Oklahoma
$40K -$2.08K -13 -5%
DWP
2010
Destiny Wealth Partners
Florida
$40K – – –
RA
2011
Rational Advisors
New York
$39K +$1.96K +12 +5%
TF
2012
TimeScale Financial
Massachusetts
$39K +$2.94K +18 +8%
JGIA
2013
Jackson Grant Investment Advisers
Connecticut
$38K – – –
BIA
2014
Bell Investment Advisors
California
$38K +$4.08K +25 +12%
GC
2015
Gould Capital
Washington
$37K – – –
MRCM
2016
M&R Capital Management
New Jersey
$35K -$8.07K -50 -19%
PSB
2017
Piscataqua Savings Bank
New Hampshire
$35K – – –
PI
2018
PFS Investments
Georgia
$32.6K +$3.51K +21,735 +12%
WWM
2019
Wagner Wealth Management
South Carolina
$32K -$55.2K -338 -63%
Simplex Trading
2020
Simplex Trading
Illinois
$32K – – –
PP
2021
PrairieView Partners
Minnesota
$32K +$7.51K +46 +31%
TCWA
2022
Ten Capital Wealth Advisors
Washington
$31K +$1.12K +7 +4%
GWM
2023
Guardian Wealth Management
Illinois
$30K +$163 +1 +0.5%
WAS
2024
Winch Advisory Services
Wisconsin
$29K +$322 +2 +1%
FRA
2025
Front Row Advisors
California
$28K -$1.6K -10 -5%
79 80
81
82 83