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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 %
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$13.4M +$1.58M +8,120 +13%
PGFC
377
Peapack-Gladstone Financial Corp
New Jersey
$13.4M +$910K +4,741 +7%
CIA
378
CCM Investment Advisers
South Carolina
$13.3M +$1.12M +5,753 +9%
SCA
379
Stillwater Capital Advisors
Pennsylvania
$13.3M -$161K -832 -1%
AHB
380
Abner Herrman & Brock
New Jersey
$13.2M -$1.69M -8,720 -11%
SBH
381
Segall Bryant & Hamill
Illinois
$13.1M +$206K +1,062 +2%
Rafferty Asset Management
382
Rafferty Asset Management
New York
$13M +$875K +4,511 +7%
BFIM
383
Beese Fulmer Investment Management
Ohio
$13M +$176K +909 +1%
USAA
384
United Services Automobile Association
Texas
$12.9M -$32M -164,704 -71%
BCIM
385
British Columbia Investment Management
British Columbia, Canada
$12.7M +$68.7K +354 +0.5%
9WM
386
9258 Wealth Management
Ohio
$12.6M +$17.8K +92 +0.1%
NCM
387
Noesis Capital Mangement
Florida
$12.6M +$505K +2,605 +4%
IWC
388
Integrated Wealth Concepts
Massachusetts
$12.6M +$5.91M +30,490 +88%
CG
389
Colony Group
Massachusetts
$12.5M -$415K -2,138 -3%
CAM
390
Congress Asset Management
Massachusetts
$12.4M +$513K +2,642 +4%
WB
391
WesBanco Bank
West Virginia
$12.2M +$308K +1,590 +3%
LW
392
Linscomb Wealth
Texas
$12.2M -$393K -2,028 -3%
IP
393
Isthmus Partners
Wisconsin
$12.2M +$442K +2,276 +4%
Wealth Enhancement Advisory Services
394
Wealth Enhancement Advisory Services
Minnesota
$12.2M +$2.52M +12,988 +26%
CWM
395
Congress Wealth Management
Massachusetts
$12.2M +$668K +3,446 +6%
LA
396
Lynch & Associates
Indiana
$12.1M -$43.5K -224 -0.4%
Daiwa Securities Group
397
Daiwa Securities Group
Japan
$12.1M +$969K +4,826 +9%
SPIA
398
Steward Partners Investment Advisory
New York
$12.1M +$82.4K +425 +0.7%
VAS
399
Vestmark Advisory Solutions
Massachusetts
$12.1M +$127K +656 +1%
NW
400
NewEdge Wealth
Pennsylvania
$12M +$590K +3,043 +5%
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16
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