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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 %
URS
251
Utah Retirement Systems
Utah
$25.4M +$77.6K +400 +0.3%
DLHL
252
Donald L. Hagan LLC
Florida
$25.3M -$1.18M -6,065 -4%
SYBT
253
Stock Yards Bank & Trust
Kentucky
$25.3M +$536K +2,761 +2%
SC
254
Scotia Capital
Ontario, Canada
$25.2M -$593K -3,055 -2%
MAM
255
Madison Asset Management
Wisconsin
$25.1M +$14.9M +76,665 +145%
II
256
IFM Investors
Australia
$25M +$731K +3,769 +3%
PWLP
257
Prio Wealth Limited Partnership
Massachusetts
$24.7M +$58.8K +303 +0.2%
MAM
258
Martingale Asset Management
Massachusetts
$24.3M -$15.3M -78,876 -39%
COPPSERS
259
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24M +$69.4K +358 +0.3%
FLII
260
First Long Island Investors
New York
$23.8M -$286K -1,472 -1%
Jennison Associates
261
Jennison Associates
New York
$23.6M +$1.47M +7,557 +7%
SF
262
Synovus Financial
Georgia
$23.5M -$242K -1,245 -1%
WBC
263
Westpac Banking Corp
Australia
$23.2M -$3.31M -17,047 -12%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$23.1M -$565K -2,910 -2%
WTA
265
Washington Trust Advisors
Massachusetts
$23M -$125K -642 -0.5%
Cambridge Investment Research Advisors
266
Cambridge Investment Research Advisors
Iowa
$23M +$341K +1,757 +2%
AWM
267
Axxcess Wealth Management
California
$23M -$86.7K -447 -0.4%
BHIA
268
Birch Hill Investment Advisors
Massachusetts
$22.8M -$15.6M -80,161 -41%
BA
269
Bridgewater Associates
Connecticut
$22.8M +$22.8M +117,376 New
PFP
270
Pinnacle Financial Partners
Tennessee
$22.6M +$1.49M +7,695 +7%
Lazard Asset Management
271
Lazard Asset Management
New York
$22.6M -$230K -1,185 -1%
MW
272
Marcum Wealth
Ohio
$22.3M +$368K +1,899 +2%
GW
273
GW & Wade
Massachusetts
$22.3M +$184K +951 +0.8%
NYLIM
274
New York Life Investment Management
New York
$22.3M -$6.79K -35 -0%
OPERF
275
Oregon Public Employees Retirement Fund
Oregon
$21.9M -$940K -4,847 -4%
9 10
11
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