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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 %
JC
351
Jacobs & Co
California
$15.1M -$109K -560 -0.7%
HIIFS
352
Harel Insurance Investments & Financial Services
Israel
$15.1M +$44K +227 +0.3%
AC
353
Addenda Capital
Quebec, Canada
$15M -$152K -781 -1%
SFG
354
StrategIQ Financial Group
Indiana
$14.9M -$6.79K -35 -0%
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$14.8M +$1.33M +6,833 +10%
SMDAM
356
Sumitomo Mitsui DS Asset Management
Japan
$14.7M +$430K +2,215 +3%
BRA
357
Biechele Royce Advisors
Indiana
$14.6M +$2.36M +12,177 +19%
RWP
358
RWA Wealth Partners
Massachusetts
$14.5M -$31.2K -161 -0.2%
IAA
359
Independent Advisor Alliance
North Carolina
$14.3M +$10.3K +53 +0.1%
1832 Asset Management
360
1832 Asset Management
Ontario, Canada
$14.3M +$297K +1,531 +2%
SFM
361
Stack Financial Management
Montana
$14.3M +$127K +654 +0.9%
LIM
362
Lathrop Investment Management
Arkansas
$14.3M -$124K -637 -0.9%
TCM
363
Telos Capital Management
California
$14.1M -$221K -1,141 -2%
UBV
364
United Bank (Virginia)
Virginia
$14.1M +$1.85M +9,548 +15%
WF
365
Welch & Forbes
Massachusetts
$14M -$275K -1,419 -2%
Arrowstreet Capital
366
Arrowstreet Capital
Massachusetts
$13.9M +$8.08M +41,673 +139%
GIA
367
Guyasuta Investment Advisors
Pennsylvania
$13.8M -$96.8K -499 -0.7%
HI
368
Hendershot Investments
Virginia
$13.7M -$509K -2,626 -4%
TH
369
TCTC Holdings
Texas
$13.6M -$18.8K -97 -0.1%
TSW
370
Thompson Siegel & Walmsley
Virginia
$13.6M +$970K +5,000 +8%
LCM
371
Logan Capital Management
Pennsylvania
$13.6M +$567K +2,924 +4%
Cetera Investment Advisers
372
Cetera Investment Advisers
Illinois
$13.6M +$859K +4,426 +7%
TRSOTSOK
373
Teachers Retirement System of the State of Kentucky
Kentucky
$13.5M – – –
KPWS
374
Kestra Private Wealth Services
Texas
$13.5M +$1.79M +9,251 +15%
JWCA
375
J.W. Cole Advisors
Florida
$13.5M -$15.1K -78 -0.1%
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