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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
$4.18B
2
AWA
Arete Wealth Advisors
Illinois
$2.5B
3
Morgan Stanley
Morgan Stanley
New York
$1.34B
4
Barclays
Barclays
United Kingdom
$286M
5
AI
Accredited Investors
Minnesota
$136M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$551M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.21B
3
CWP
Capital Wealth Planning
Florida
$636K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.25B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
2176
LAM Group
Oregon
$5.91K +$5.91K +34 New
GFWA
2177
Grey Fox Wealth Advisors
Delaware
$5.74K +$5.74K +33 New
AP
2178
Atwood & Palmer
Missouri
$5.56K – – –
NOI
2179
Newton One Investments
Delaware
$5.04K – – –
HC
2180
Hoese & Co
Minnesota
$5K -$3.85K -20 -43%
BAM
2181
Baldrige Asset Management
Pennsylvania
$5K – – –
FCG
2182
Financial Connections Group
California
$5K – – –
MAM
2183
Marquette Asset Management
Minnesota
$4.87K -$20.9K -120 -81%
PA
2184
PSI Advisors
Florida
$4.87K -$11.8K -68 -71%
MYAM
2185
Meiji Yasuda Asset Management
Japan
$4.81K +$1 +4 +0%
ECM
2186
Everence Capital Management
Indiana
$4.79K +$1.15K +6,590 +31%
LWA
2187
Lowe Wealth Advisors
Maryland
$4.35K – – –
TCA
2188
Trifecta Capital Advisors
Illinois
$4.35K +$4.35K +25 New
MLA
2189
MB, Levis & Associates
Pennsylvania
$4.35K +$4.35K +25 New
FWM
2190
Focused Wealth Management
New York
$4.16K – – –
NECFA
2191
New England Capital Financial Advisors
Connecticut
$4.05K +$4.05K +23 New
RCC
2192
Red Cedar Capital
Nebraska
$4K – – –
WPWM
2193
Western Pacific Wealth Management
Illinois
$3.82K +$3.82K +22 New
BCPWM
2194
Bradley & Co Private Wealth Management
Florida
$3.65K – – –
JIR
2195
James Investment Research
Ohio
$3K – – –
GWSA
2196
Global Wealth Strategies & Associates
Colorado
$2.96K +$2.96K +17 New
PP
2197
Pacifica Partners
Canada
$2.66K – – –
SJIA
2198
St. James Investment Advisors
New York
$2.61K -$869 -5 -25%
CWA
2199
Clearview Wealth Advisors
Oregon
$2.61K +$2.61K +15 New
TCOT
2200
Trust Company of Toledo
Ohio
$2.51K -$6 -37 -0.3%
86 87
88
89 90