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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 %
SWA
651
Stratos Wealth Advisors
Ohio
$5.16M -$5.04K -26 -0.1%
SIC
652
Schwartz Investment Counsel
Michigan
$5.14M -$19.4M -100,000 -79%
MTC
653
McDaniel Terry & Co
Texas
$5.13M -$22.9K -118 -0.4%
HWAM
654
Hennion & Walsh Asset Management
New Jersey
$5.1M -$700K -3,611 -12%
CIC
655
Carnegie Investment Counsel
Ohio
$5.06M +$97K +500 +2%
SC
656
Schulhoff & Co
Ohio
$5.06M -$14.5K -75 -0.3%
BMC
657
Benin Management Corp
Connecticut
$5.04M +$17.5K +90 +0.3%
PP
658
Prudential plc
United Kingdom
$5.04M -$8.93M -46,047 -64%
KRSITF
659
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.04M -$50.1K -258 -1%
SAM
660
Shell Asset Management
Netherlands
$5.04M +$14.7K +76 +0.3%
BFA
661
Bragg Financial Advisors
North Carolina
$5.02M +$339K +1,748 +7%
BRWA
662
B. Riley Wealth Advisors
Florida
$4.99M -$1.42M -7,312 -22%
BFG
663
Bleakley Financial Group
New Jersey
$4.99M +$489K +2,520 +11%
VT
664
Vise Technologies
New York
$4.95M +$975K +5,027 +25%
NIC
665
Northwest Investment Counselors
Oregon
$4.93M -$194 -1 -0%
VDI
666
Vaughan David Investments
Illinois
$4.91M -$48.9K -252 -1%
WCA
667
Westover Capital Advisors
Delaware
$4.91M -$21.1K -109 -0.4%
LG
668
Leuthold Group
Minnesota
$4.87M -$99.5K -513 -2%
GIA
669
Gladstone Institutional Advisory
Florida
$4.87M -$396K -2,042 -8%
VWM
670
Valley Wealth Managers
New Jersey
$4.85M +$2.91K +15 +0.1%
VI
671
Vestcor Inc
New Brunswick, Canada
$4.84M -$12.6K -65 -0.3%
YIH
672
Y-Intercept (HK)
Hong Kong
$4.82M +$3.07M +15,833 +175%
IC
673
IEQ Capital
California
$4.82M +$768K +3,961 +19%
III
674
Independent Investors Inc
New York
$4.81M – – –
BCFS
675
Butensky & Cohen Financial Security
Florida
$4.81M +$16.3K +84 +0.3%
25 26
27
28 29