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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 %
RC
726
Roundview Capital
New Jersey
$4.17M +$43.8K +226 +1%
PFS
727
Physicians Financial Services
North Carolina
$4.16M +$22.3K +115 +0.5%
VIM
728
Vinva Investment Management
Australia
$4.15M +$4.15M +21,736 New
PGAM
729
Princeton Global Asset Management
New Jersey
$4.14M +$427K +2,202 +12%
MCM
730
Monument Capital Management
Virginia
$4.14M +$280K +1,444 +7%
FTC
731
Farmers Trust Company
Ohio
$4.08M -$1.21M -6,229 -23%
PI
732
Putnam Investments
Massachusetts
$4.04M +$16.3K +84 +0.4%
JFG
733
Jefferies Financial Group
New York
$4.03M +$3.07M +15,826 +319%
FCH
734
Freestone Capital Holdings
Washington
$4M -$50.8K -262 -1%
PCTC
735
Perkins Coie Trust Company
Washington
$4M -$4.27K -22 -0.1%
VWMG
736
Virginia Wealth Management Group
Virginia
$3.99M +$120K +621 +3%
AWM
737
Avitas Wealth Management
California
$3.99M +$159K +818 +4%
AAA
738
Adams Asset Advisors
Texas
$3.96M – – –
BIAS
739
Beacon Investment Advisory Services
New Jersey
$3.95M -$77.2K -398 -2%
EF
740
Empirical Finance
Pennsylvania
$3.91M +$193K +997 +5%
FWIA
741
Fort Washington Investment Advisors
Ohio
$3.89M – – –
CCM
742
Cox Capital Management
Massachusetts
$3.89M +$970 +5 +0%
OPTFSNA
743
Old Point Trust & Financial Services N A
Virginia
$3.88M +$154K +795 +4%
AAMA
744
Advanced Asset Management Advisors
Ohio
$3.88M – – –
SAM
745
Silverhawk Asset Management
Arizona
$3.88M – – –
FB
746
Fulton Bank
Pennsylvania
$3.87M +$830K +4,276 +27%
Bessemer Group
747
Bessemer Group
New Jersey
$3.87M +$83.2K +429 +2%
PAM
748
Palisade Asset Management
Minnesota
$3.86M -$19.6K -101 -0.5%
HCM
749
Hudson Capital Management
New Jersey
$3.86M +$179K +925 +5%
CC
750
Courier Capital
New York
$3.85M -$46.8K -241 -1%
28 29
30
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