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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 %
NWM
2176
Northwest Wealth Management
Iowa
– -$255K -1,396 Closed
IAP
2177
Indie Asset Partners
Indiana
– -$250K -1,372 Closed
SCM
2178
Spreng Capital Management
Ohio
– -$239K -1,291 Closed
AIA
2179
Alera Investment Advisors
Illinois
– -$233K -1,274 Closed
GAB
2180
German American Bancorp
Indiana
– -$231K -1,268 Closed
ACP
2181
Aveo Capital Partners
Colorado
– -$227K -1,241 Closed
SB
2182
Sunflower Bank
Texas
– -$226K -1,239 Closed
BHBT
2183
Burke & Herbert Bank & Trust
Virginia
– -$226K -1,238 Closed
MA
2184
Mezzasalma Advisors
New Jersey
– -$225K -1,233 Closed
HFP
2185
Holistic Financial Partners
Indiana
– -$225K -1,232 Closed
WFS
2186
Walker Financial Services
Kentucky
– -$224K -1,227 Closed
RWA
2187
Redmont Wealth Advisors
Illinois
– -$224K -1,227 Closed
NFG
2188
Nadler Financial Group
Illinois
– -$224K -1,226 Closed
BPFA
2189
Barnes Pettey Financial Advisors
Mississippi
– -$221K -1,209 Closed
OBWG
2190
Onyx Bridge Wealth Group
New York
– -$226K -1,204 Closed
WAOTB
2191
Wealth Advisors of Tampa Bay
Florida
– -$219K -1,200 Closed
BAS
2192
Brown Advisory Securities
Maryland
– -$218K -1,197 Closed
CA
2193
Calton & Associates
Florida
– -$218K -1,194 Closed
BFG
2194
Berger Financial Group
Minnesota
– -$217K -1,189 Closed
BFS
2195
Bickling Financial Services
Massachusetts
– -$216K -1,181 Closed
IWN
2196
Independent Wealth Network
Iowa
– -$213K -1,165 Closed
BFA
2197
Beacon Financial Advisory
Ohio
– -$212K -1,164 Closed
OWA
2198
Opal Wealth Advisors
New York
– -$212K -1,161 Closed
HIC
2199
Holderness Investments Company
North Carolina
– -$209K -1,145 Closed
CGA
2200
Crescent Grove Advisors
Illinois
– -$209K -1,144 Closed
86 87
88
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