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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 %
CG
2001
Cutler Group
California
$172K +$172K +991 New
NICM
2002
Neo Ivy Capital Management
New York
$171K +$122K +704 +251%
PAM
2003
Paradigm Asset Management
New York
$169K -$2.28M -13,100 -93%
ADL
2004
Asset Dedication LLC
California
$166K +$1.9K +11 +1%
IFAM
2005
Institutional & Family Asset Management
Colorado
$164K -$7.82K -45 -5%
MCM
2006
MV Capital Management
Maryland
$163K -$7.13K -41 -4%
BCMLT
2007
Beacon Capital Management LLC (Tennessee)
Tennessee
$159K +$2.61K +15 +2%
PH
2008
Pinnacle Holdings
Oklahoma
$155K – – –
AWM
2009
Atticus Wealth Management
Florida
$153K -$11K -63 -7%
RFG
2010
RFP Financial Group
Georgia
$152K +$152K +876 New
HB
2011
Horizon Bancorp
Indiana
$152K +$152K +872 New
SOW
2012
State of Wyoming
Wyoming
$151K +$22.3K +128 +17%
BA
2013
Bellwether Advisors
Nebraska
$148K – – –
CSS
2014
Cubist Systematic Strategies
Connecticut
$148K -$6.67M -38,367 -98%
WB
2015
Webster Bank
Connecticut
$147K – – –
C
2016
Covestor
United Kingdom
$145K +$9.23K +53 +7%
LF
2017
Lee Financial
Texas
$144K +$695 +4 +0.5%
FFA
2018
Fairfield Financial Advisors
Massachusetts
$144K -$52.2K -300 -27%
CB
2019
CNB Bank
Pennsylvania
$143K – – –
TWA
2020
Tandem Wealth Advisors
Arizona
$142K +$142K +818 New
HIM
2021
Hillsdale Investment Management
Ontario, Canada
$142K – – –
CWM
2022
CarsonAllaria Wealth Management
Illinois
$140K +$523 +3 +0.4%
USGIU
2023
U.S. Global Investors (USGI)
Texas
$139K -$3.65K -21 -3%
LS
2024
Leelyn Smith
Illinois
$134K +$70.8K +407 +113%
TFA
2025
Toth Financial Advisory
Virginia
$133K +$1.91K +11 +1%
79 80
81
82 83