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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 %
FSWA
2201
Financial Synergies Wealth Advisors
Texas
$2.09K +$696 +4 +50%
KA
2202
Kozak & Associates
Colorado
$2K – – –
ST
2203
Sageworth Trust
Pennsylvania
$2K +$2K +14 New
Canada Pension Plan Investment Board
2204
Canada Pension Plan Investment Board
Ontario, Canada
$1.74K -$44.8M -257,818 -100%
HWP
2205
Highline Wealth Partners
California
$1.22K – – –
ICM
2206
Islay Capital Management
Texas
$1.22K +$1.22K +7 New
PPWM
2207
PFG Private Wealth Management
Florida
$1K -$2K -10 -67%
RG
2208
Retirement Group
California
$1K – – –
AW
2209
Avion Wealth
Texas
$1K – – –
IA
2210
IFS Advisors
Kansas
$869 – – –
DWA
2211
Delos Wealth Advisors
Texas
$869 – – –
PI
2212
PEAK6 Investments
Illinois
$758 – – –
ITIM
2213
Indiana Trust & Investment Management
Indiana
$483 – – –
KHC
2214
Koesten Hirschmann & Crabtree
Kansas
$389 +$389 +2 New
DJSG
2215
D.J. St. Germain
Massachusetts
$242 +$9 +50 +4%
SPWM
2216
Spartan Planning & Wealth Management
North Carolina
$174 +$174 +1 New
WIM
2217
Westside Investment Management
California
$164 +$121 +700 +285%
TWP
2218
TFO Wealth Partners
Ohio
$77 +$77 +2 New
CMP
2219
Coston McIsaac & Partners
Maine
$24 – +1 +0.7%
MA
2220
MUFG Americas
New York
– -$47M -290,807 Closed
TC
2221
TwinBeech Capital
New York
– -$43.7M -270,554 Closed
SAM
2222
Scopus Asset Management
New York
– -$28.3M -175,000 Closed
Balyasny Asset Management
2223
Balyasny Asset Management
Illinois
– -$13.3M -82,234 Closed
IP
2224
Interval Partners
New York
– -$11.6M -71,600 Closed
Capital Fund Management (CFM)
2225
Capital Fund Management (CFM)
France
– -$11.1M -68,905 Closed
87 88
89
90 91