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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 %
CCM
626
Coldstream Capital Management
Washington
$5.6M +$119K +611 +2%
BLAM
627
Bourne Lent Asset Management
New York
$5.58M – – –
EF
628
Empowered Funds
Pennsylvania
$5.54M +$5.54M +28,564 New
SCA
629
Stokes Capital Advisors
South Carolina
$5.53M +$43.8K +226 +0.8%
CICI
630
Capital Investment Counsel Inc
North Carolina
$5.51M -$136K -700 -2%
ACM
631
Argyle Capital Management
Pennsylvania
$5.5M – – –
CA
632
Cornerstone Advisors
North Carolina
$5.43M -$11.6M -60,000 -68%
KIC
633
Keating Investment Counselors
Florida
$5.36M -$32K -165 -0.6%
EI
634
Ethic Inc
New York
$5.36M +$3.47M +17,869 +183%
CWP
635
Cyndeo Wealth Partners
Florida
$5.34M -$94.5K -487 -2%
AM
636
Atwater Malick
Pennsylvania
$5.32M +$157K +808 +3%
CANC
637
Culbertson A N & Co
Virginia
$5.32M +$79.9K +412 +2%
SFG
638
Sovereign Financial Group
Connecticut
$5.31M -$193K -996 -4%
GC
639
Globeflex Capital
California
$5.28M – – –
ERIC
640
Eagle Rock Investment Company
Georgia
$5.25M – – –
FIA
641
Foundations Investment Advisors
Arizona
$5.25M +$1.3M +6,706 +33%
WAC
642
William Allan Corp
Colorado
$5.25M -$9.31K -48 -0.2%
VFA
643
Valeo Financial Advisors
Indiana
$5.23M +$314K +1,617 +6%
MGP
644
Metis Global Partners
California
$5.22M +$1.41M +7,266 +37%
NC
645
NewSquare Capital
Pennsylvania
$5.22M +$408K +2,104 +8%
SW
646
SVB Wealth
Massachusetts
$5.2M -$443K -2,286 -8%
CCMG
647
Clark Capital Management Group
Pennsylvania
$5.19M – – –
FNB
648
Farmers National Bank
Kentucky
$5.18M +$101K +523 +2%
BWL
649
Bogart Wealth LLC
Virginia
$5.17M +$596K +3,072 +13%
OIM
650
Opus Investment Management
Massachusetts
$5.16M – – –
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