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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 %
GPA
2201
Garrison Point Advisors
California
– -$208K -1,140 Closed
CWM
2202
Connecticut Wealth Management
Connecticut
– -$207K -1,134 Closed
CRC
2203
Curi RMB Capital
Illinois
– -$207K -1,133 Closed
TP
2204
Tranquility Partners
Tennessee
– -$205K -1,124 Closed
JC
2205
JB Capital
Connecticut
– -$204K -1,118 Closed
AIM
2206
Avity Investment Management
Connecticut
– -$204K -1,116 Closed
PCWA
2207
Pacific Capital Wealth Advisors
California
– -$203K -1,110 Closed
HZ
2208
Hixon Zuercher
Ohio
– -$201K -1,100 Closed
NCM
2209
Northside Capital Management
Oregon
– -$201K -1,100 Closed
ATFA
2210
All Terrain Financial Advisors
Minnesota
– -$201K -1,100 Closed
CW
2211
Connectus Wealth
Ohio
– -$200K -1,096 Closed
M
2212
Mirova
France
– -$188K -1,035 Closed
AIP
2213
Ahrens Investment Partners
Louisiana
– -$133K -729 Closed
SC
2214
Sierra Capital
Florida
– -$99K -542 Closed
BFG
2215
Baron Financial Group
New Jersey
– -$96.7K -530 Closed
CCM
2216
Chilton Capital Management
Texas
– -$93K -510 Closed
JPLA
2217
Joseph P. Lucia & Associates
New York
– -$91K -500 Closed
1IA
2218
1834 Investment Advisors
Wisconsin
– -$87K -476 Closed
CLOS
2219
Compagnie Lombard Odier SCmA
Switzerland
– -$71K -390 Closed
CIA
2220
Cascade Investment Advisors
Oregon
– -$64.8K -355 Closed
GLLW
2221
Graves Light Lenhart Wealth
Virginia
– -$64K -350 Closed
COCM
2222
Charter Oak Capital Management
New Hampshire
– -$59K -324 Closed
SFG
2223
Steward Financial Group
Texas
– -$51K -281 Closed
VRM
2224
Vectors Research Management
New York
– -$51K -280 Closed
WOSD
2225
WFA of San Diego
California
– -$42K -230 Closed
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