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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 %
GT
501
Glenview Trust
Kentucky
$8.33M -$14K -72 -0.2%
Wealthfront Advisers
502
Wealthfront Advisers
California
$8.33M +$1.01M +5,217 +14%
HL
503
HeadInvest LLC
Maine
$8.31M -$165K -851 -2%
SPC
504
Sigma Planning Corp
Michigan
$8.26M -$93.1K -480 -1%
KFP
505
Keystone Financial Planning
Ohio
$8.24M +$190K +978 +2%
DIA
506
Dean Investment Associates
Ohio
$8.18M +$1.22M +6,278 +17%
MFWM
507
Motley Fool Wealth Management
Virginia
$8.18M -$151K -778 -2%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$8.17M +$17.5K +90 +0.2%
AM
509
AGF Management
Ontario, Canada
$8.15M +$2.08M +10,737 +34%
WW
510
Waterfront Wealth
Kansas
$8.1M +$776 +4 +0%
ZB
511
Zions Bancorporation
Utah
$8.09M +$3.07M +15,831 +61%
HFS
512
Haverford Financial Services
Pennsylvania
$8.09M +$2.13M +10,962 +36%
BDA
513
Borer Denton & Associates
Pennsylvania
$8.06M +$450K +2,321 +6%
SCA
514
Snowden Capital Advisors
New York
$8.05M +$4.48M +23,076 +125%
MCM
515
Mattern Capital Management
Colorado
$8.04M +$320K +1,647 +4%
SIA
516
Soltis Investment Advisors
Utah
$8.03M +$3.41M +17,557 +74%
GAM
517
Gotham Asset Management
New York
$8.02M -$3.55M -18,284 -31%
SHGA
518
Sand Hill Global Advisors
California
$8.01M -$30.8K -159 -0.4%
IPW
519
Inlet Private Wealth
Florida
$7.87M -$38.8K -200 -0.5%
IIC
520
Ironwood Investment Counsel
Arizona
$7.82M -$35.9K -185 -0.5%
BCAM
521
Boston Common Asset Management
Massachusetts
$7.79M -$597K -3,077 -7%
RCA
522
Riverview Capital Advisers
Massachusetts
$7.78M -$26.2K -135 -0.3%
TF
523
Tompkins Financial
New York
$7.78M +$135K +696 +2%
Holocene Advisors
524
Holocene Advisors
New York
$7.77M +$7.77M +40,078 New
CI
525
CX Institutional
Indiana
$7.76M +$7.08M +36,557 +1,045%
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