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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 %
TC
401
TownSquare Capital
Utah
$12M +$841K +4,337 +8%
HIMCH
402
Hartford Investment Management Co (HIMCO)
Connecticut
$12M +$1.68M +8,670 +16%
WIC
403
Woodmont Investment Counsel
Tennessee
$12M +$392K +2,021 +3%
LCM
404
LVM Capital Management
Michigan
$11.9M +$119K +615 +1%
WIC
405
Wilkins Investment Counsel
Massachusetts
$11.9M -$173K -892 -1%
SAM
406
Securian Asset Management
Minnesota
$11.7M +$79.5K +410 +0.7%
SIC
407
Sigma Investment Counselors
Michigan
$11.7M -$28.9K -149 -0.2%
SWS
408
SYSTM Wealth Solutions
Illinois
$11.7M -$815K -4,202 -7%
GC
409
Gilbert & Cook
Iowa
$11.5M -$15.7K -81 -0.1%
RBC
410
Romano Brothers & Co
Illinois
$11.5M -$163K -844 -1%
Berkshire Hathaway
411
Berkshire Hathaway
Nebraska
$11.5M – – –
AAS
412
Ameritas Advisory Services
Nebraska
$11.5M -$198K -1,013 -2%
MDCM
413
Morgan Dempsey Capital Management
Wisconsin
$11.4M +$440K +2,267 +4%
VIP
414
Vantage Investment Partners
Missouri
$11.3M +$436K +2,245 +4%
MSRPS
415
Maryland State Retirement & Pension System
Maryland
$11.3M +$66.5K +343 +0.6%
FNBOO
416
First National Bank of Omaha
Nebraska
$11.3M -$1.4M -7,205 -11%
QP
417
Quilter Plc
United Kingdom
$11.3M – – –
MAM
418
Mastrapasqua Asset Management
Tennessee
$11.2M +$81.5K +420 +0.7%
AAF
419
Andra AP-fonden
Sweden
$11.2M +$967K +4,983 +9%
KRS
420
Kentucky Retirement Systems
Kentucky
$11.2M +$32.2K +166 +0.3%
SCA
421
Stonebridge Capital Advisors
Minnesota
$11.2M +$8.25M +42,526 +284%
HA
422
Hamel Associates
New Jersey
$11.1M +$52.8K +272 +0.5%
ERIM
423
Eagle Ridge Investment Management
Connecticut
$11M +$302K +1,555 +3%
CA
424
Cullinan Associates
Kentucky
$11M +$990K +5,103 +10%
EMPI
425
Elo Mutual Pension Insurance
Finland
$10.9M -$81.5K -420 -0.7%
15 16
17
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