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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 %
BBVA
526
Banco Bilbao Vizcaya Argentaria
Spain
$7.74M +$3.23M +16,703 +71%
SIG
527
Sky Investment Group
Connecticut
$7.71M +$65K +335 +0.9%
CGH
528
CMG Global Holdings
Texas
$7.71M -$582 -3 -0%
LMIM
529
Lockheed Martin Investment Management
Maryland
$7.62M -$5.13M -26,450 -40%
GCM
530
Garland Capital Management
Washington
$7.6M -$240K -1,238 -3%
BFEC
531
Benjamin F. Edwards & Company
Missouri
$7.59M +$2.43M +12,551 +47%
EFIC
532
Eliot Finkel Investment Counsel
California
$7.58M -$33K -170 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
533
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.58M +$7.58M +39,055 New
GAM
534
Griffin Asset Management
New York
$7.56M +$953K +4,911 +14%
GQG Partners
535
GQG Partners
Florida
$7.55M +$450K +2,321 +6%
GCA
536
Greenwood Capital Associates
South Carolina
$7.49M -$214K -1,102 -3%
RDWM
537
Red Door Wealth Management
Tennessee
$7.46M +$3.3K +17 +0%
KWM
538
Kingsview Wealth Management
Oregon
$7.46M -$211K -1,090 -3%
BF
539
BOK Financial
Oklahoma
$7.4M -$4.27M -22,006 -37%
WT
540
Whittier Trust
California
$7.4M -$187K -966 -2%
BPA
541
Beacon Pointe Advisors
California
$7.4M -$1.28M -6,577 -15%
AFG
542
Albion Financial Group
Utah
$7.35M -$5.43K -28 -0.1%
BONH
543
Bank of New Hampshire
New Hampshire
$7.35M – – –
TPCW
544
TD Private Client Wealth
New York
$7.33M +$1.89M +9,723 +35%
SWP
545
Stratos Wealth Partners
Ohio
$7.33M -$958K -4,939 -12%
AWAG
546
ARS Wealth Advisors Group
Florida
$7.23M +$2.42M +12,484 +50%
NGA
547
Naples Global Advisors
Florida
$7.21M -$18K -93 -0.2%
PCA
548
Pallas Capital Advisors
Massachusetts
$7.18M +$609K +3,110 +9%
CWM
549
CIBC World Markets
New York
$7.16M -$9.49M -48,896 -57%
EIA
550
Eastover Investment Advisors
North Carolina
$7.12M -$70.2K -362 -1%
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