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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 %
ATC
451
Argent Trust Co
Tennessee
$9.94M +$869K +4,479 +10%
ELC
452
Edgar Lomax Company
Virginia
$9.91M +$9.91M +51,065 New
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$9.85M +$930K +4,794 +10%
SFWA
454
Summit Financial Wealth Advisors
Louisiana
$9.83M +$156K +806 +2%
SBIA
455
Sheaff Brock Investment Advisors
Indiana
$9.79M +$55.7K +287 +0.6%
LBC
456
Lowe Brockenbrough & Co
Virginia
$9.76M +$23.9K +123 +0.2%
TAF
457
Tredje AP-fonden
Sweden
$9.76M +$1.23M +6,328 +14%
NIM
458
Northeast Investment Management
Massachusetts
$9.75M -$200K -1,032 -2%
FC
459
FORA Capital
Florida
$9.69M +$6.17M +31,831 +176%
IIM
460
Intact Investment Management
Quebec, Canada
$9.68M -$116K -600 -1%
CCB
461
Country Club Bank
Missouri
$9.65M +$94.2K +493 +1%
PFS
462
Prospera Financial Services
Texas
$9.6M +$3.18M +16,375 +49%
TI
463
Tidal Investments
Wisconsin
$9.59M +$1.88M +9,680 +24%
NB
464
Norinchukin Bank
Japan
$9.59M +$274K +1,410 +3%
Koshinski Asset Management
465
Koshinski Asset Management
Illinois
$9.57M +$252K +1,299 +3%
HC
466
Hendley & Co
Ohio
$9.57M -$280K -1,445 -3%
CA
467
CSM Advisors
Pennsylvania
$9.34M +$9.34M +48,120 New
VWA
468
Visionary Wealth Advisors
Illinois
$9.32M +$292K +1,504 +3%
Pacer Advisors
469
Pacer Advisors
Pennsylvania
$9.29M +$8.63M +44,503 +1,316%
VPIM
470
Vanguard Personalized Indexing Management
California
$9.23M +$2.66M +13,705 +40%
TCM
471
Tufton Capital Management
Maryland
$9.21M +$62.3K +321 +0.7%
LSERS
472
Louisiana State Employees Retirement System
Louisiana
$9.2M +$38.8K +200 +0.4%
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$9.18M +$31.4K +162 +0.3%
XF
474
XML Financial
Maryland
$9.1M +$145K +747 +2%
SSA
475
Schonfeld Strategic Advisors
New York
$9.09M +$2.63M +13,537 +41%
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