UPS icon

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 %
OCM
476
Olstein Capital Management
New York
$8.92M -$776K -4,000 -8%
LA
477
LBP AM
France
$8.92M -$460K -2,372 -5%
ST
478
Spinnaker Trust
Maine
$8.89M +$255K +1,317 +3%
PFO
479
Pathstone Family Office
New Jersey
$8.88M -$13.6M -67,984 -61%
TS
480
Tamar Securities
California
$8.79M -$263K -1,358 -3%
M1FG
481
Mach-1 Financial Group
Arkansas
$8.73M -$1.09B -5,642 -99%
BMSSC
482
B. Metzler seel. Sohn & Co
Germany
$8.7M -$1,000K -5,153 -10%
JIC
483
Johnson Investment Counsel
Ohio
$8.7M +$33.6K +173 +0.4%
TBA
484
Tower Bridge Advisors
Pennsylvania
$8.66M -$1.44M -7,405 -14%
AG
485
Advocate Group
Minnesota
$8.64M +$863K +4,449 +11%
LOPW
486
Live Oak Private Wealth
North Carolina
$8.63M +$173K +894 +2%
HAI
487
Hennessy Advisors Inc
California
$8.63M +$951K +4,900 +12%
OC
488
Oppenheimer & Co
New York
$8.63M -$75.7K -390 -0.9%
MIA
489
MainStreet Investment Advisors
Illinois
$8.51M +$70K +361 +0.8%
BIG
490
Builder Investment Group
Georgia
$8.51M +$1.18M +6,087 +16%
HSA
491
HBK Sorce Advisory
Pennsylvania
$8.51M -$7.78M -40,118 -48%
VIA
492
Vident Investment Advisory
Georgia
$8.46M +$644K +3,319 +8%
DILIC
493
Dai-ichi Life Insurance Company
Japan
$8.46M -$970K -5,000 -10%
FLPIM
494
F.L. Putnam Investment Management
Massachusetts
$8.46M +$1.11M +5,744 +15%
CGH
495
Crossmark Global Holdings
Texas
$8.45M -$2.66M -13,697 -24%
DBT
496
Dubuque Bank & Trust
Iowa
$8.42M -$461K -2,378 -5%
AMI
497
Amica Mutual Insurance
Rhode Island
$8.41M +$2.02M +10,390 +32%
CAM
498
ClariVest Asset Management
California
$8.4M -$272K -1,400 -3%
BFG
499
Beacon Financial Group
Texas
$8.37M -$82.2K -432 -1%
EWM
500
Empirical Wealth Management
Washington
$8.34M +$777K +4,003 +10%
18 19
20
21 22