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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
$2.08B
2
First Trust Advisors
First Trust Advisors
Illinois
$310M
3
Vanguard Group
Vanguard Group
Pennsylvania
$10.8B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$154M
5
Federated Hermes
Federated Hermes
Pennsylvania
$168M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
$323M
3
MFG
Merit Financial Group
Georgia
$135M
4
ClearBridge Investments
ClearBridge Investments
New York
$1.35B
5
Allianz Asset Management
Allianz Asset Management
Germany
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
2076
Cedar Mountain Advisors
Oregon
$8K – – –
RDFA
2077
Ritter Daniher Financial Advisory
Ohio
$8K – – –
LFA
2078
Legend Financial Advisors
Pennsylvania
$7.43K +$7.43K +46 New
HWM
2079
HighMark Wealth Management
Minnesota
$7K – – –
HI
2080
Hoey Investments
Pennsylvania
$7K – – –
HC
2081
Hoese & Co
Minnesota
$7K – – –
ECM
2082
Estabrook Capital Management
New York
$6.46K – – –
FEG
2083
Financial Enhancement Group
Indiana
$6K – – –
M1FG
2084
Mach-1 Financial Group
Arkansas
$5K -$11.4K -73 -70%
BAM
2085
Baldrige Asset Management
Pennsylvania
$5K – – –
NOI
2086
Newton One Investments
Delaware
$5K – – –
FCG
2087
Financial Connections Group
California
$5K – – –
AP
2088
Atwood & Palmer
Missouri
$5K – – –
ODG
2089
O'Dell Group
Ohio
$5K – – –
LWA
2090
Lowe Wealth Advisors
Maryland
$4K – – –
FWM
2091
Focused Wealth Management
New York
$4K – – –
RCC
2092
Red Cedar Capital
Nebraska
$4K – – –
JIR
2093
James Investment Research
Ohio
$3K – – –
BCPWM
2094
Bradley & Co Private Wealth Management
Florida
$3K – – –
PP
2095
Pacifica Partners
Canada
$3K – – –
SJIA
2096
St. James Investment Advisors
New York
$3K – – –
ARIS
2097
Advanced Research Investment Solutions
California
$2K – – –
KA
2098
Kozak & Associates
Colorado
$2K +$182 +1 +10%
PPWM
2099
PFG Private Wealth Management
Florida
$2K +$1.33K +10 +200%
ACM
2100
Absolute Capital Management
Pennsylvania
$1.32K +$1.32K +8 New
82 83
84
85 86