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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 %
TFG
701
Tilson Financial Group
New Jersey
$4.44M – – –
HCM
702
Hodges Capital Management
Texas
$4.43M +$189K +949 +4%
AIMCA
703
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.42M -$8.57M -44,196 -66%
SL
704
Summitry LLC
California
$4.42M +$203K +1,046 +5%
KFP
705
KMG Fiduciary Partners
Ohio
$4.42M +$1.11M +5,714 +33%
PNC
706
Park National Corp
Ohio
$4.41M +$70.4K +363 +2%
NSAM
707
North Star Asset Management
Wisconsin
$4.4M -$141K -729 -3%
HT
708
Heritage Trust
Oklahoma
$4.39M +$443K +2,285 +11%
B
709
Bridgeworth
Alabama
$4.38M -$582 -3 -0%
GWM
710
GSB Wealth Management
Connecticut
$4.37M -$18.6K -96 -0.4%
MWM
711
Madison Wealth Management
Ohio
$4.36M -$81.3K -419 -2%
H
712
HoyleCohen
California
$4.35M +$17.5K +90 +0.4%
ACM
713
Antonetti Capital Management
Florida
$4.35M -$29.1K -150 -0.7%
V
714
Veritable
Delaware
$4.34M +$98.7K +509 +2%
SIAP
715
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.34M +$68.1K +351 +2%
SSWM
716
Sheets Smith Wealth Management
North Carolina
$4.31M +$582 +3 +0%
BCM
717
Brookmont Capital Management
Texas
$4.31M +$11.8K +61 +0.3%
EA
718
Ellsworth Advisors
Ohio
$4.27M +$281K +1,448 +7%
LTI
719
Laffer Tengler Investments
Tennessee
$4.27M +$183K +943 +4%
AWA
720
Arkadios Wealth Advisors
Georgia
$4.27M +$37.2K +192 +0.9%
BSW
721
Buckingham Strategic Wealth
Missouri
$4.27M – – –
ECU
722
Eisler Capital (UK)
United Kingdom
$4.25M +$4.25M +21,923 New
IAIM
723
Industrial Alliance Investment Management
Quebec, Canada
$4.24M +$3.86M +19,908 +1,012%
PA
724
Parallel Advisors
California
$4.18M +$381K +1,966 +10%
CRI
725
Commonwealth Retirement Investments
Virginia
$4.17M +$58K +299 +1%
27 28
29
30 31