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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 %
Millennium Management
201
Millennium Management
New York
$34.2M +$29.1M +167,180 +570%
TAM
202
Trillium Asset Management
Massachusetts
$34.1M -$997K -5,737 -3%
CPSAC
203
Chas P. Smith & Associates (CPS)
Florida
$33.8M +$513K +2,952 +2%
CS
204
Candriam SCA
Luxembourg
$33.7M -$3.92M -22,527 -10%
OAM
205
Oppenheimer Asset Management
New York
$33.4M -$979K -5,632 -3%
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$33.4M -$7.61M -43,755 -19%
AIG
207
American International Group
New York
$33M -$870K -5,003 -3%
BPWM
208
Badgley Phelps Wealth Managers
Washington
$32.5M -$1.17M -6,706 -3%
KeyBank National Association
209
KeyBank National Association
Ohio
$32.5M -$741K -4,260 -2%
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$32.3M -$16M -92,226 -33%
UIM
211
USS Investment Management
United Kingdom
$32.1M +$3.25M +18,716 +11%
Neuberger Berman Group
212
Neuberger Berman Group
New York
$31.8M -$2.47M -14,195 -7%
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$31.1M -$2.21M -12,714 -7%
DAM
214
Delta Asset Management
Tennessee
$30.9M +$230K +1,325 +0.8%
RJT
215
Raymond James Trust
Florida
$30.8M +$378K +2,177 +1%
WW
216
Westshore Wealth
California
$30.3M -$474K -2,724 -2%
Macquarie Group
217
Macquarie Group
Australia
$30.3M +$2.26M +12,992 +8%
DP
218
Dearborn Partners
Illinois
$30.2M -$1.23M -7,055 -4%
DnB Asset Management
219
DnB Asset Management
Norway
$30M +$1.56M +8,964 +5%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$30M +$1.88M +10,842 +7%
DADC
221
D.A. Davidson & Co
Montana
$29.7M +$2M +11,521 +7%
NIM
222
Nexus Investment Management
Ontario, Canada
$29.6M +$274K +1,575 +0.9%
First Manhattan
223
First Manhattan
New York
$29.6M -$176K -1,012 -0.6%
AQR Capital Management
224
AQR Capital Management
Connecticut
$29.6M -$11.2M -64,252 -27%
Twin Tree Management
225
Twin Tree Management
Texas
$29.3M +$29.3M +168,782 New
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