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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
1
JPMorgan Chase & Co
New York
$4.18B
2
AWA
2
Arete Wealth Advisors
Illinois
$2.5B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.34B
4
Barclays
4
Barclays
United Kingdom
$286M
5
AI
5
Accredited Investors
Minnesota
$136M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$551M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.21B
3
CWP
3
Capital Wealth Planning
Florida
$636K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.25B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
2276
Jump Financial
Illinois
– -$299K -1,851 Closed
ALAM
2277
Asahi Life Asset Management
Japan
– -$279K -1,725 Closed
SI
2278
Saxon Interests
Texas
– -$288K -1,717 Closed
PAM
2279
Premier Asset Management
Illinois
– -$267K -1,654 Closed
HIC
2280
Hartline Investment Corp
Illinois
– -$264K -1,634 Closed
OTL
2281
Oak Thistle LLC
New York
– -$263K -1,626 Closed
SICM
2282
Sustainable Insight Capital Management
New York
– -$248K -1,535 Closed
SFS
2283
Summit Financial Strategies
Ohio
– -$247K -1,529 Closed
WWA
2284
WCG Wealth Advisors
Nevada
– -$273K -1,507 Closed
CMI
2285
Clare Market Investments
Texas
– -$242K -1,500 Closed
YMRC
2286
Yorktown Management & Research Company
Virginia
– -$242K -1,500 Closed
B
2287
Bellecapital
Switzerland
– -$241K -1,491 Closed
SMH
2288
Sanders Morris Harris
Texas
– -$238K -1,470 Closed
SFO
2289
Standard Family Office
South Dakota
– -$232K -1,434 Closed
APW
2290
Aurora Private Wealth
New Jersey
– -$222K -1,372 Closed
ICM
2291
Ionic Capital Management
New York
– -$212K -1,313 Closed
RCG
2292
Resource Consulting Group
Florida
– -$211K -1,305 Closed
GI
2293
GAMCO Investors
Connecticut
– -$208K -1,285 Closed
PTC
2294
Petrus Trust Company
Texas
– -$206K -1,275 Closed
MAM
2295
MMA Asset Management
Pennsylvania
– -$205K -1,271 Closed
TIM
2296
Tevis Investment Management
Texas
– -$173K -1,066 Closed
NEAM
2297
New England Asset Management
Connecticut
– -$154K -956 Closed
GC
2298
Garde Capital
Washington
– -$122K -758 Closed
HGERS
2299
Householder Group Estate & Retirement Specialist
Arizona
– -$99K -615 Closed
ACM
2300
Aquatic Capital Management
Illinois
– -$81K -500 Closed
89 90 91
92
93