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United Parcel Service
UPS

Overview Fund Activity

2,247 hedge funds and large institutions have $100B invested in United Parcel Service in 2023 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 973 increasing their positions, 790 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,247
Holders Change
+29
Holders Change %
+1.31%
% of All Funds
35.96%
Holding in Top 10
108
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+40.26%
% of All Funds
1.73%
New
180
Increased
973
Reduced
790
Closed
96
Calls
$1.85B
Puts
$1.44B
Net Calls
+$402M
Net Calls Change
+$413M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$2.88B
2
CWP
Capital Wealth Planning
Florida
$255M
3
Bank of America
Bank of America
North Carolina
$3.34B
4
Capital Research Global Investors
Capital Research Global Investors
California
$491M
5
Federated Hermes
Federated Hermes
Pennsylvania
$369M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$8.73M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01B
3
BlackRock
BlackRock
New York
$10.8B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
5
Capital International Investors
Capital International Investors
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
226
Alpha Cubed Investments
California
$32.1M -$256K -1,322 -0.8%
First Manhattan
227
First Manhattan
New York
$31.5M -$1.5M -7,746 -5%
ST
228
Sabal Trust
Florida
$31.2M +$321K +1,655 +1%
KFC
229
Klingenstein Fields & Co
New York
$31.2M -$435K -2,240 -1%
UB
230
UMB Bank
Missouri
$31M +$118K +609 +0.4%
KIA
231
KCM Investment Advisors
California
$30.2M -$375K -1,931 -1%
SC
232
Saturna Capital
Washington
$29.9M +$5.83M +30,041 +24%
Vontobel Holding
233
Vontobel Holding
Switzerland
$29.6M -$1.27M -6,545 -4%
TPSF
234
Texas Permanent School Fund
Texas
$29.4M +$9.26M +47,741 +46%
CIA
235
Capital Investment Advisors
Georgia
$29.2M +$65K +335 +0.2%
MNG
236
Manning & Napier Group
New York
$29.1M -$106K -547 -0.4%
FMI
237
Factory Mutual Insurance
Massachusetts
$28.6M – – –
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$28.4M +$988K +5,094 +4%
PR
239
Payden & Rygel
California
$28.2M – – –
WPC
240
Waters Parkerson & Co
Louisiana
$27.9M +$8.15K +42 +0%
Allianz Asset Management
241
Allianz Asset Management
Germany
$27.8M -$23.5M -121,275 -46%
BAAM
242
Baker Avenue Asset Management
California
$27.6M -$85.7K -442 -0.3%
CCP
243
Clarkston Capital Partners
Michigan
$27.4M -$356K -1,835 -1%
PFM
244
Parsec Financial Management
North Carolina
$26.5M -$689K -3,553 -3%
PAS
245
Professional Advisory Services
Florida
$26M +$9.51K +49 +0%
SI
246
Stephens Inc
Arkansas
$25.9M +$903K +4,656 +4%
AQR Capital Management
247
AQR Capital Management
Connecticut
$25.8M -$6.78M -35,436 -21%
BAMF
248
BI Asset Management Fondsmaeglerselskab
Denmark
$25.7M +$1.44M +7,422 +6%
CL
249
Choreo LLC
Illinois
$25.7M +$1.34M +6,916 +6%
Calamos Advisors
250
Calamos Advisors
Illinois
$25.6M -$3.18M -16,412 -11%
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