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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
1
Janus Henderson Group
United Kingdom
$2.08B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$310M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.8B
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$154M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$168M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.46B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$323M
3
MFG
3
Merit Financial Group
Georgia
$135M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$1.35B
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
2151
Sendero Wealth Management
Texas
– -$841K -4,606 Closed
B
2152
Barings
North Carolina
– -$562K -3,080 Closed
IC
2153
Inscription Capital
Texas
– -$546K -2,989 Closed
CBN
2154
Cadence Bank NA
Texas
– -$540K -2,963 Closed
DS
2155
DRW Securities
Illinois
– -$540K -2,959 Closed
SHFA
2156
SC&H Financial Advisors
Maryland
– -$529K -2,900 Closed
HCC
2157
Hirtle Callaghan & Co
Pennsylvania
– -$525K -2,874 Closed
SOS
2158
Silver Oak Securities
Tennessee
– -$504K -2,684 Closed
MWPCG
2159
Measured Wealth Private Client Group
New Hampshire
– -$487K -2,668 Closed
WA
2160
WESPAC Advisors
California
– -$473K -2,594 Closed
AFWM
2161
AMJ Financial Wealth Management
Virginia
– -$467K -2,558 Closed
MW
2162
Marks Wealth
Maryland
– -$438K -2,400 Closed
CG
2163
Cynosure Group
Utah
– -$420K -2,299 Closed
XS
2164
XR Securities
Illinois
– -$416K -2,280 Closed
MPCG
2165
Matrix Private Capital Group
New York
– -$384K -2,105 Closed
S
2166
Schroders
United Kingdom
– -$346K -1,895 Closed
AWP
2167
Abacus Wealth Partners
California
– -$339K -1,857 Closed
WCF
2168
West Coast Financial
California
– -$314K -1,721 Closed
AWM
2169
Act Wealth Management
Texas
– -$215K -1,679 Closed
WFI
2170
West Family Investments
California
– -$299K -1,638 Closed
LNWTC
2171
Laird Norton Wetherby Trust Company
Washington
– -$291K -1,595 Closed
SF
2172
SBK Financial
Virginia
– -$274K -1,500 Closed
Q
2173
QVR
California
– -$274K -1,500 Closed
FA
2174
Faithward Advisors
Pennsylvania
– -$271K -1,484 Closed
CWMGP
2175
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$264K -1,448 Closed
85 86
87
88 89