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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 %
GGI
301
Godsey & Gibb Inc
Virginia
$19.3M +$205K +1,058 +1%
IHL
302
Investment House LLC
California
$19.1M +$89.6K +462 +0.5%
AWM
303
AE Wealth Management
Kansas
$18.9M +$1.56M +8,026 +9%
HPG
304
Harvest Portfolios Group
Ontario, Canada
$18.9M +$1.15M +5,903 +6%
GIBU
305
Gulf International Bank (UK)
United Kingdom
$18.3M -$5.43M -28,000 -23%
DRZID
306
DePrince Race & Zollo Inc (DRZ)
Florida
$18.2M -$9.98M -51,457 -35%
VW
307
Vantage Wealth
California
$18.1M -$539K -2,776 -3%
BCWM
308
Bartlett & Co Wealth Management
Ohio
$17.8M -$204K -1,054 -1%
BC
309
Bartlett & Co
Ohio
$17.8M -$204K -1,054 -1%
DDPIC
310
Deroy & Devereaux Private Investment Counsel
Michigan
$17.8M -$70.6K -364 -0.4%
SCA
311
Southern Capital Advisors
Tennessee
$17.7M -$49.5K -255 -0.3%
TYCC
312
Texas Yale Capital Corp
Florida
$17.7M -$38.8K -200 -0.2%
PAG
313
Private Advisor Group
New Jersey
$17.7M -$1.03M -5,328 -6%
DWP
314
Daymark Wealth Partners
Ohio
$17.7M -$150K -772 -0.8%
BCP
315
Blue Chip Partners
Michigan
$17.5M +$752K +3,874 +4%
NAM
316
NorthCrest Asset Manangement
Minnesota
$17.5M +$17.1M +87,917 +4,070%
UH
317
Unigestion Holding
Switzerland
$17.4M +$185K +968 +1%
ZAM
318
Zevin Asset Management
Massachusetts
$17.3M -$1.6M -8,259 -8%
PA
319
Pinnacle Associates
New York
$17.3M -$95.8K -494 -0.6%
FSA
320
Franklin Street Advisors
North Carolina
$17.2M +$1.13M +5,820 +7%
SGK
321
Steigerwald Gordon & Koch
Virginia
$17.2M +$338K +1,743 +2%
GI
322
Gradient Investments
Minnesota
$17M +$750K +3,867 +5%
GIP
323
Greatmark Investment Partners
Georgia
$17M -$331K -1,707 -2%
VV
324
Verity & Verity
South Carolina
$16.9M +$688K +3,549 +4%
BHWM
325
Bar Harbor Wealth Management
New Hampshire
$16.9M -$2.91K -15 -0%
11 12
13
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