UPS icon

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 %
FI
676
Fosun International
China
$4.81M +$89.8K +463 +2%
IMRF
677
Illinois Municipal Retirement Fund
Illinois
$4.81M – – –
BCM
678
Bridgeway Capital Management
Texas
$4.81M -$899K -4,633 -16%
LWANC
679
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.79M +$314K +1,617 +7%
CWS
680
Cypress Wealth Services
California
$4.77M -$523K -2,695 -10%
P
681
Pitcairn
Pennsylvania
$4.75M +$2.52M +12,990 +113%
BHC
682
Bowen Hanes & Co
Florida
$4.75M +$175K +900 +4%
FVWA
683
Foster Victor Wealth Advisors
South Carolina
$4.74M +$241K +1,266 +5%
MYAM
684
Meiji Yasuda Asset Management
Japan
$4.72M -$644K -3,320 -12%
CHC
685
City Holding Co
West Virginia
$4.69M +$117K +605 +3%
Luther King Capital Management (LKCM)
686
Luther King Capital Management (LKCM)
Texas
$4.63M -$270K -1,392 -6%
PCM
687
Princeton Capital Management
New Jersey
$4.63M -$403K -2,080 -8%
BFW
688
Brady Family Wealth
Missouri
$4.62M -$13.6K -70 -0.3%
Jane Street
689
Jane Street
New York
$4.61M +$546K +2,816 +13%
CIM
690
Corbyn Investment Management
Maryland
$4.59M -$1.25M -6,449 -21%
HCA
691
Horan Capital Advisors
Ohio
$4.57M +$26.2K +135 +0.6%
GCM
692
Graham Capital Management
Connecticut
$4.57M +$4.57M +23,547 New
LRPA
693
L. Roy Papp & Associates
Arizona
$4.57M +$29.5K +152 +0.6%
VCA
694
Verdence Capital Advisors
Maryland
$4.54M +$593K +3,056 +15%
Kovitz Investment Group Partners
695
Kovitz Investment Group Partners
Illinois
$4.49M -$93.5K -482 -2%
TRCT
696
Tower Research Capital (TRC)
New York
$4.49M +$1.72M +8,888 +62%
SC
697
Sawyer & Company
Massachusetts
$4.49M -$43.4K -228 -1%
Citadel Advisors
698
Citadel Advisors
Florida
$4.47M -$279K -1,438 -6%
ACIM
699
Azimuth Capital Investment Management
Michigan
$4.47M -$26.2K -135 -0.6%
NMIMC
700
Northwestern Mutual Investment Management Company
Wisconsin
$4.45M +$12.8K +66 +0.3%
26 27
28
29 30