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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
+$1.95B
2
CWP
Capital Wealth Planning
Florida
+$255M
3
Bank of America
Bank of America
North Carolina
+$165M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$132M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$129M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.09B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$655M
3
BlackRock
BlackRock
New York
-$445M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$365M
5
Capital International Investors
Capital International Investors
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
276
Yousif Capital Management
Michigan
$21.7M -$792K -4,081 -4%
KAS
277
Kestra Advisory Services
Texas
$21.7M -$3.35M -17,289 -13%
AIM
278
Achmea Investment Management
Netherlands
$21.5M +$2.43M +12,547 +13%
ProShare Advisors
279
ProShare Advisors
Maryland
$21.5M +$3.37M +17,371 +19%
Macquarie Group
280
Macquarie Group
Australia
$21.4M -$12.4M -63,989 -37%
Kayne Anderson Rudnick Investment Management
281
Kayne Anderson Rudnick Investment Management
California
$21.2M +$7.73M +39,838 +57%
MIM
282
Marco Investment Management
Georgia
$21M +$111K +571 +0.5%
SOADOR
283
State of Alaska Department of Revenue
Alaska
$20.9M -$296K -1,525 -1%
Neuberger Berman Group
284
Neuberger Berman Group
New York
$20.7M -$14.7M -75,936 -42%
FNF
285
Fidelity National Financial
Florida
$20.7M – – –
EHC
286
Everett Harris & Co
California
$20.6M -$39.8K -205 -0.2%
FCI
287
Financial Counselors Inc
Kansas
$20.6M +$227K +1,170 +1%
WSFS
288
Wilmington Savings Fund Society
Delaware
$20.6M -$140K -721 -0.7%
HNB
289
Huntington National Bank
Ohio
$20.5M +$2.79M +14,401 +16%
SPC
290
Stewart & Patten Company
California
$20.4M -$15.3K -79 -0.1%
MOACM
291
Mutual of America Capital Management
New York
$20.3M +$33.6K +173 +0.2%
MML Investors Services
292
MML Investors Services
Massachusetts
$20.1M +$449K +2,314 +2%
GC
293
Grimes & Company
Massachusetts
$20M +$368K +1,896 +2%
CIBC World Market
294
CIBC World Market
Ontario, Canada
$20M +$316K +1,628 +2%
BCI
295
Brinker Capital Investments
Pennsylvania
$19.9M +$3.35M +17,270 +20%
OPS
296
Orion Portfolio Solutions
Nebraska
$19.9M +$17.2M +88,644 +639%
AI
297
Atria Investments
North Carolina
$19.7M +$453K +2,334 +2%
OCM
298
Oakview Capital Management
Texas
$19.7M -$183K -943 -0.9%
Man Group
299
Man Group
United Kingdom
$19.5M -$36.1M -207,901 Closed
BCM
300
Brookstone Capital Management
Illinois
$19.4M +$14M +72,413 +259%
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