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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 %
TC
2051
Tacita Capital
Ontario, Canada
$88K – – –
RDIA
2052
RE Dickinson Investment Advisors
Iowa
$87K – – –
NF
2053
Norwood Financial
Pennsylvania
$86.9K – – –
BHWM
2054
Beaird Harris Wealth Management
Texas
$86.6K +$9.21K +53 +12%
CSWM
2055
Cassady Schiller Wealth Management
Ohio
$85.3K +$85.3K +491 New
TCM
2056
TD Capital Management
Tennessee
$83.7K +$695 +4 +0.8%
TAIM
2057
TD Ameritrade Investment Management
Nebraska
$83K -$11.7K -67 -12%
SIC
2058
SJS Investment Consulting
Ohio
$82.1K -$77.7K -447 -49%
TSWM
2059
Tyler-Stone Wealth Management
Ohio
$81K – – –
CWC
2060
Carolinas Wealth Consulting
North Carolina
$79.9K +$13.9K +80 +21%
HDIM
2061
Hanson & Doremus Investment Management
Vermont
$79K -$45.9K -265 -37%
CB
2062
Centennial Bank
Arkansas
$78.2K +$78.2K +450 New
EIM
2063
Essex Investment Management
Massachusetts
$76K – – –
FC
2064
Family CFO
California
$69.5K – – –
GMA
2065
Glassy Mountain Advisors
Maryland
$69.5K +$69.5K +400 New
FPFS
2066
First Personal Financial Services
North Carolina
$68.8K – – –
SC
2067
Schubert & Co
Texas
$68K +$348 +2 +0.5%
MIM
2068
Macroview Investment Management
Maryland
$66.8K – – –
CCA
2069
Column Capital Advisors
Indiana
$65.2K -$9.73K -56 -13%
PVH
2070
Psagot Value Holdings
Israel
$64K -$63.1K -365 -50%
FWA
2071
Freedom Wealth Alliance
Wisconsin
$64K +$64K +368 New
OA
2072
Operose Advisors
Wisconsin
$63.8K – – –
BCM
2073
Blume Capital Management
California
$60K -$2.61K -15 -4%
EARNEST Partners
2074
EARNEST Partners
Georgia
$58.8K – – –
MFT
2075
Moisand Fitzgerald Tamayo
Florida
$58.8K +$10.8K +62 +22%
81 82
83
84 85