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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 %
AAIS
326
ABN AMRO Investment Solutions
$16.8M +$16.8M +86,565 New
MFA
327
Mayflower Financial Advisors
Massachusetts
$16.7M +$117K +604 +0.7%
CNB
328
Czech National Bank
Czech Republic
$16.7M +$109K +560 +0.7%
UCFA
329
United Capital Financial Advisors
Texas
$16.7M -$11.6M -59,899 -41%
AAG
330
Armstrong Advisory Group
Massachusetts
$16.6M +$9.89K +51 +0.1%
FFIC
331
First Fiduciary Investment Counsel
Ohio
$16.6M +$89.8K +463 +0.5%
Fisher Asset Management
332
Fisher Asset Management
Washington
$16.5M +$715K +3,684 +5%
TWC
333
TD Waterhouse Canada
Ontario, Canada
$16.4M +$458K +2,220 +3%
CB
334
Commerce Bank
Missouri
$16.1M -$1.13M -5,807 -7%
MC
335
Miramar Capital
Illinois
$16.1M +$264K +1,362 +2%
MC
336
Mayar Capital
United Kingdom
$16.1M – – –
RCYC
337
Richard C. Young & Co
Rhode Island
$16.1M -$118K -606 -0.7%
EWM
338
Evercore Wealth Management
New York
$15.9M +$7.35M +37,902 +86%
WWP
339
Waypoint Wealth Partners
California
$15.9M – – –
HIMC
340
Heritage Investors Management Corp
Maryland
$15.8M -$152K -781 -0.9%
ISB
341
Iowa State Bank
Iowa
$15.8M -$905K -4,663 -5%
KCM
342
Kornitzer Capital Management
Kansas
$15.8M -$229K -1,181 -1%
NAM
343
Nissay Asset Management
Japan
$15.7M -$646K -3,330 -4%
CFB
344
Cullen/Frost Bankers
Texas
$15.7M +$174K +898 +1%
Public Sector Pension Investment Board (PSP Investments)
345
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.6M -$2.03M -10,442 -12%
JCM
346
Janney Capital Management
Pennsylvania
$15.6M +$4.63M +23,888 +42%
LGF
347
LGT Group Foundation
Liechtenstein
$15.5M +$554K +2,856 +4%
WIC
348
Willis Investment Counsel
Georgia
$15.5M +$45.8K +236 +0.3%
IMPI
349
Ilmarinen Mutual Pension Insurance
Finland
$15.3M -$194K -1,000 -1%
Mackenzie Financial
350
Mackenzie Financial
Ontario, Canada
$15.3M +$51.4K +265 +0.3%
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