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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 %
ECM
551
EagleClaw Capital Management
Massachusetts
$7.11M -$58.2K -300 -0.8%
SFS
552
Sowell Financial Services
Arkansas
$7.09M -$6.37M -32,837 -47%
SFA
553
Sequoia Financial Advisors
Ohio
$7.06M +$187K +965 +3%
OAM
554
Ostrum Asset Management
France
$7.04M +$7.04M +36,276 New
AWS
555
Atria Wealth Solutions
New York
$7.02M +$64.2K +331 +0.9%
AAS
556
Avantax Advisory Services
Texas
$7M +$520K +2,679 +8%
IEFM
557
IQ EQ Fund Management
Ireland
$6.97M -$165K -853 -2%
KNW
558
Kesler Norman & Wride
Utah
$6.96M +$321K +1,657 +5%
RP
559
Rowlandmiller & Partners
Georgia
$6.92M +$126K +647 +2%
AssetMark Inc
560
AssetMark Inc
California
$6.91M +$1.24M +6,397 +22%
BFS
561
Bard Financial Services
Connecticut
$6.88M – – –
PP
562
PDS Planning
Ohio
$6.85M +$208K +1,070 +3%
NSIM
563
North Star Investment Management
Illinois
$6.84M +$466K +2,404 +7%
WA
564
Wambolt & Associates
Colorado
$6.81M -$1.74K -9 -0%
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$6.8M -$53.2K -274 -0.8%
IWM
566
Iams Wealth Management
Nebraska
$6.79M +$392K +2,052 +6%
CA
567
Cetera Advisors
Colorado
$6.72M -$126K -647 -2%
GLA
568
Good Life Advisors
Pennsylvania
$6.68M +$146K +755 +2%
DWT
569
Dorsey & Whitney Trust
South Dakota
$6.67M +$58.2K +300 +0.9%
TI
570
tru Independence
Oregon
$6.64M -$262K -1,349 -4%
HWM
571
HB Wealth Management
Georgia
$6.64M -$834K -4,297 -11%
OSAM
572
O'Shaughnessy Asset Management
Connecticut
$6.59M -$459K -2,367 -7%
SS
573
Simplicity Solutions
Minnesota
$6.57M +$4.91M +25,323 +297%
NMERB
574
New Mexico Educational Retirement Board
New Mexico
$6.55M -$213K -1,100 -3%
BCM
575
Birch Capital Management
Texas
$6.54M -$18K -93 -0.3%
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