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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 %
CAM
576
Columbia Asset Management
Michigan
$6.51M +$415K +2,139 +7%
BBI
577
Baxter Bros Inc
Connecticut
$6.45M -$69.3K -357 -1%
EOJOAM
578
E. Ohman J:or Asset Management
Sweden
$6.44M +$349K +1,800 +6%
FNBOMD
579
First National Bank of Mount Dora
Florida
$6.44M +$436K +2,246 +7%
MCP
580
Martin Capital Partners
Oregon
$6.42M +$159K +820 +3%
ASN
581
Advisory Services Network
Georgia
$6.4M +$34.1K +176 +0.5%
BRM
582
Boston Research & Management
Massachusetts
$6.4M +$55.9K +288 +0.9%
GGS
583
Galvin Gaustad & Stein
Arizona
$6.39M -$5.31M -27,367 -45%
API
584
Advisor Partners II
California
$6.38M +$933K +4,809 +17%
MLICM
585
Metropolitan Life Insurance Company (MetLife)
New York
$6.33M -$1.86M -9,568 -23%
QPBE
586
Quintet Private Bank (Europe)
Luxembourg
$6.31M +$6.31M +32,551 New
M
587
MOTCO
Texas
$6.3M +$113K +584 +2%
BCV
588
Banque Cantonale Vaudoise
Switzerland
$6.29M -$591K -3,045 -9%
ZIM
589
Zacks Investment Management
Illinois
$6.25M +$655K +3,378 +12%
MPAM
590
Murphy Pohlad Asset Management
Minnesota
$6.24M +$83.4K +430 +1%
TW
591
TrinityPoint Wealth
Connecticut
$6.21M -$24.4K -126 -0.4%
WC
592
Woodstock Corp
Massachusetts
$6.19M +$66K +340 +1%
LA
593
Legacy Advisors
Pennsylvania
$6.17M +$372K +1,919 +6%
DLCIG
594
D.L. Carlson Investment Group
New Hampshire
$6.16M +$6.16M +31,773 New
FBT
595
First Bankers Trust
Kentucky
$6.15M +$132K +680 +2%
PSP
596
Principal Street Partners
Tennessee
$6.1M +$929K +4,791 +18%
NB
597
Northwest Bancshares
Pennsylvania
$6.08M +$184K +947 +3%
Loomis, Sayles & Company
598
Loomis, Sayles & Company
Massachusetts
$6.07M +$83.2K +429 +1%
SFI
599
Siemens Fonds Invest
Germany
$6.04M -$15.5K -80 -0.3%
AUB
600
Atlantic Union Bankshares
Virginia
$6.04M -$442K -2,278 -7%
22 23
24
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