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United Parcel Service
UPS

Overview Fund Activity

2,246 hedge funds and large institutions have $100B invested in United Parcel Service in 2023 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 973 increasing their positions, 790 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,246
Holders Change
+28
Holders Change %
+1.26%
% of All Funds
35.95%
Holding in Top 10
108
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+40.26%
% of All Funds
1.73%
New
179
Increased
973
Reduced
790
Closed
96
Calls
$1.85B
Puts
$1.44B
Net Calls
+$402M
Net Calls Change
+$413M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.88B
2
CWP
2
Capital Wealth Planning
Florida
$255M
3
Bank of America
3
Bank of America
North Carolina
$3.34B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$491M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$369M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$8.73M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.01B
3
BlackRock
3
BlackRock
New York
$10.8B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.15B
5
Capital International Investors
5
Capital International Investors
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$260M +$1.27M +6,535 +0.5%
CWP
52
Capital Wealth Planning
Florida
$255M +$255M +1,345,519 +36,753%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$240M -$2.79M -14,364 -1%
CP
54
Coho Partners
Pennsylvania
$237M +$1.27M +6,560 +0.5%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$234M -$12.2M -62,800 -5%
Barclays
56
Barclays
United Kingdom
$215M -$104M -537,348 -33%
HighTower Advisors
57
HighTower Advisors
Illinois
$210M +$16.2M +83,552 +8%
National Pension Service
58
National Pension Service
South Korea
$207M -$7.61M -39,840 -4%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$201M -$47.6M -245,497 -19%
Stifel Financial
60
Stifel Financial
Missouri
$190M +$752K +3,876 +0.4%
SP
61
Sarasin & Partners
United Kingdom
$189M +$122M +582,492 +181%
LPL Financial
62
LPL Financial
California
$187M +$33.7M +173,868 +22%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$173M -$9.22M -47,551 -5%
AllianceBernstein
64
AllianceBernstein
Tennessee
$169M -$10.8M -55,495 -6%
Principal Financial Group
65
Principal Financial Group
Iowa
$168M +$1.14M +5,874 +0.7%
CCM
66
Cullen Capital Management
New York
$162M +$40.8M +210,575 +34%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$159M -$3.66M -18,843 -2%
MFG
68
Merit Financial Group
Georgia
$157M -$5.44M -28,056 -3%
Axa
69
Axa
France
$154M +$31.4M +161,619 +26%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$152M -$2.04M -10,520 -1%
AI
71
Accredited Investors
Minnesota
$152M – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$149M -$13.5M -69,336 -8%
Citigroup
73
Citigroup
New York
$149M +$14.8M +76,318 +11%
US Bancorp
74
US Bancorp
Minnesota
$148M -$4.86M -25,031 -3%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$147M -$2.04M -10,517 -1%
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