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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 %
CAMG
601
CWA Asset Management Group
Florida
$5.97M +$217K +1,117 +4%
BCCM
602
Bridge Creek Capital Management
Massachusetts
$5.97M -$51.4K -265 -0.9%
GVAG
603
Great Valley Advisor Group
Delaware
$5.95M +$3.01M +15,535 +103%
BHWA
604
Beacon Harbor Wealth Advisors
Virginia
$5.91M +$5.91M +30,487 New
AWP
605
Ascent Wealth Partners
New York
$5.91M +$98K +510 +2%
FC
606
Fusion Capital
South Carolina
$5.89M -$2.72K -14 -0%
WIS
607
Wright Investors Service
Connecticut
$5.89M -$141K -725 -2%
RWM
608
Rench Wealth Management
Texas
$5.86M +$120K +619 +2%
MG
609
Mather Group
Illinois
$5.85M +$245K +1,264 +4%
CK
610
Cohen Klingenstein
New York
$5.83M – – –
Assenagon Asset Management
611
Assenagon Asset Management
Luxembourg
$5.8M -$7.04M -36,296 -55%
Lido Advisors
612
Lido Advisors
California
$5.79M +$1.53M +7,897 +36%
SC
613
Sepio Capital
Utah
$5.77M -$237K -1,224 -4%
FDCDDQ
614
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.74M -$919K -4,736 -14%
ABC
615
Associated Banc-Corp
Wisconsin
$5.73M +$627K +3,233 +12%
HCM
616
Horrell Capital Management
Arkansas
$5.73M +$35.7K +184 +0.6%
PWS
617
Peloton Wealth Strategists
Indiana
$5.72M -$15.5K -80 -0.3%
VVP
618
Venture Visionary Partners
Ohio
$5.72M +$1.1M +5,662 +24%
ATPW
619
Ashton Thomas Private Wealth
Arizona
$5.68M +$782K +4,030 +16%
CCM
620
Canal Capital Management
Virginia
$5.67M +$296K +1,526 +6%
SC
621
Stolper & Co
Oklahoma
$5.66M +$7.95K +41 +0.1%
CB
622
Community Bank
New York
$5.65M +$145K +745 +3%
IWP
623
Icon Wealth Partners
Texas
$5.64M +$5.64M +29,061 New
VCM
624
Vision Capital Management
Oregon
$5.62M -$279K -1,439 -5%
Westfield Capital Management
625
Westfield Capital Management
Massachusetts
$5.6M +$5.6M +28,887 New
23 24
25
26 27