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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 %
RFS
2076
Retirement Financial Solutions
Tennessee
$58.2K +$58.2K +335 New
PO
2077
Private Ocean
California
$53.7K -$121K -698 -69%
MBFW
2078
Morton Brown Family Wealth
Pennsylvania
$52.2K -$2.09K -12 -4%
LSV Asset Management
2079
LSV Asset Management
Illinois
$52K -$34.7K -200 -40%
CPA
2080
Cowen Prime Advisors
New York
$52K – – –
FP
2081
Financial Perspectives
Minnesota
$50.9K – – –
LSA
2082
Lansing Street Advisors
Pennsylvania
$49.4K +$522 +3 +1%
FFC
2083
First Financial Corp
Indiana
$49.4K – – –
FA
2084
Fiduciary Alliance
South Carolina
$49K +$49K +282 New
CSC
2085
Caldwell Sutter Capital
California
$48.7K +$48.7K +280 New
OWA
2086
One Wealth Advisors
California
$48.5K +$48.5K +279 New
TFP
2087
Tilia Fiduciary Partners
North Carolina
$48.5K -$1.04K -6 -2%
BWA
2088
BDO Wealth Advisors
Florida
$46.2K – – –
DI
2089
Disciplined Investments
Oklahoma
$44.4K +$1.04K +6 +2%
CDIA
2090
Capital Directions Investment Advisors
Georgia
$44K +$44K +253 New
RA
2091
Rational Advisors
New York
$42.8K +$1.22K +7 +3%
CPG
2092
Cornerstone Planning Group
New Jersey
$42.6K +$42.6K +242 New
HWMA
2093
Heritage Wealth Management (Arizona)
Arizona
$42.1K +$23.5K +135 +126%
Q
2094
QVR
California
$41.7K +$41.7K +240 New
BIA
2095
Bell Investment Advisors
California
$41.4K +$869 +5 +2%
JGIA
2096
Jackson Grant Investment Advisers
Connecticut
$41.2K – – –
GA
2097
GoalVest Advisory
New York
$40.7K -$8.69K -50 -18%
MRCM
2098
M&R Capital Management
New Jersey
$39.3K +$1.57K +9 +4%
WOSD
2099
WFA of San Diego
California
$38.8K +$38.8K +223 New
TF
2100
TimeScale Financial
Massachusetts
$38.7K +$161 +1 +0.4%
82 83
84
85 86