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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 %
WOC
2026
West Oak Capital
California
$27K -$4.07K -25 -13%
JGCM
2027
Joseph Group Capital Management
Ohio
$27K – – –
LPP
2028
Life Planning Partners
Florida
$27K – – –
DSC
2029
Duncker Streett & Co
Missouri
$25K -$5.03K -31 -17%
MAM
2030
Marquette Asset Management
Minnesota
$24K -$4.54K -28 -16%
IAS
2031
IMA Advisory Services
Colorado
$23K – – –
CMP
2032
Coston McIsaac & Partners
Maine
$23K – – –
KFS
2033
Kelly Financial Services
Massachusetts
$22.8K +$161 +1 +0.7%
WA
2034
Win Advisors
Florida
$22K -$12.5K -77 -36%
RF
2035
Robbins Farley
New Hampshire
$21K – – –
DFC
2036
DB Fitzpatrick & Co
Idaho
$21K – – –
APF
2037
Alaska Permanent Fund
Alaska
$21K +$21K +128 New
CJL
2038
Cyrus J. Lawrence
New York
$20K -$2.4K -15 -11%
PCFFS
2039
Pacific Center for Financial Services
California
$20K +$165 +1 +0.8%
OPW
2040
Oxler Private Wealth
New York
$20K – – –
AWM
2041
Abound Wealth Management
Tennessee
$19.7K +$19.7K +122 New
FCT
2042
First Community Trust
Iowa
$19K – – –
CM
2043
Cornerstone Management
Georgia
$18.7K – – –
APW
2044
Axim Planning & Wealth
Ohio
$18K +$16.4K +100 +1,000%
OLVIG
2045
Oliver Lagore Vanvalin Investment Group
Michigan
$17K – – –
AWM
2046
AllSquare Wealth Management
New York
$17K – – –
HWMA
2047
Heritage Wealth Management (Arizona)
Arizona
$17K +$3.97K +25 +30%
IRAG
2048
Investment Research & Advisory Group
Georgia
$16K – – –
PA
2049
PSI Advisors
Florida
$16K – – –
WAM
2050
Worth Asset Management
Texas
$16K +$157 +1 +1%
80 81
82
83 84