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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 %
CA
426
CapWealth Advisors
Tennessee
$10.8M -$1.65M -8,484 -13%
Bank of Nova Scotia
427
Bank of Nova Scotia
Ontario, Canada
$10.8M -$1.96M -10,089 -15%
FNT
428
First National Trust
Pennsylvania
$10.8M -$195K -1,007 -2%
NIG
429
NFJ Investment Group
Texas
$10.8M – – –
PI
430
PGGM Investments
Netherlands
$10.7M -$7.94M -40,946 -43%
HFS
431
Hantz Financial Services
Michigan
$10.6M -$4.46K -23 -0%
FA
432
FDx Advisors
Illinois
$10.5M – – –
USCWA
433
U.S. Capital Wealth Advisors
Texas
$10.5M +$752K +3,876 +8%
IWA
434
IBEX Wealth Advisors
New Jersey
$10.5M +$1.72M +8,842 +20%
GLA
435
Great Lakes Advisors
Illinois
$10.5M -$5.13M -26,458 -33%
GWI
436
Grace & White Inc
New York
$10.4M – – –
BB
437
Bell Bank
North Dakota
$10.4M +$987K +5,090 +10%
CM
438
Capital Management
Virginia
$10.4M -$1.95M -10,034 -16%
CB
439
Cadence Bank
Mississippi
$10.3M +$171K +884 +2%
AIM
440
Anchor Investment Management
South Carolina
$10.3M -$57.4K -296 -0.6%
CFG
441
Citizens Financial Group
Rhode Island
$10.3M -$28.3K -146 -0.3%
LDB
442
Lee, Danner & Bass
Tennessee
$10.3M -$286K -1,475 -3%
SIG
443
Stonegate Investment Group
Alabama
$10.3M -$1.39M -7,150 -12%
VWM
444
Venturi Wealth Management
Texas
$10.2M +$64.4K +332 +0.6%
ECM
445
Evergreen Capital Management
Washington
$10.2M +$358K +1,843 +4%
Fidelity International
446
Fidelity International
Bermuda
$10.1M -$3.67M -18,901 -27%
MCM
447
MAI Capital Management
Ohio
$10.1M -$379K -1,955 -4%
EWM
448
Executive Wealth Management
Michigan
$10.1M +$69.8K +360 +0.7%
S
449
SignatureFD
Georgia
$10M -$320K -1,647 -3%
FAF
450
Fjarde Ap-fonden
Sweden
$9.96M -$7.74M -39,900 -44%
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