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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 %
CPC
751
Consolidated Planning Corp
Georgia
$3.81M +$204K +1,051 +6%
NERM
752
New England Research & Management
Illinois
$3.8M -$24.3K -125 -0.6%
O
753
Ossiam
France
$3.79M -$651K -3,357 -15%
GP
754
Girard Partners
Pennsylvania
$3.78M -$565K -2,914 -13%
MWM
755
Marietta Wealth Management
Georgia
$3.77M -$7.57K -39 -0.2%
ASC
756
Atalanta Sosnoff Capital
New York
$3.76M -$2.21M -11,395 -37%
IMOV
757
Investment Management of Virginia
Virginia
$3.76M -$50.4K -260 -1%
SWMG
758
Signature Wealth Management Group
Georgia
$3.74M +$182K +938 +5%
CIM
759
Chapman Investment Management
California
$3.72M -$284K -1,464 -7%
AHC
760
Anderson Hoagland & Co
Missouri
$3.72M – – –
PWMAG
761
Pinnacle Wealth Management Advisory Group
New Jersey
$3.72M +$19.8K +102 +0.5%
HI
762
Horizon Investments
North Carolina
$3.71M -$622K -3,239 -14%
MCAI
763
Members Capital Advisors Inc
Wisconsin
$3.7M – – –
PCIA
764
Prime Capital Investment Advisors
Kansas
$3.7M +$599K +3,088 +19%
AT
765
Arvest Trust
Oklahoma
$3.69M +$171K +883 +5%
BIM
766
Bridges Investment Management
Nebraska
$3.69M +$132K +680 +4%
DI
767
DFPG Investments
Utah
$3.68M +$1.37M +7,053 +59%
CCMINC
768
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.65M +$2.13K +11 +0.1%
CSPIA
769
Cary Street Partners Investment Advisory
Virginia
$3.64M -$105K -539 -3%
MWM
770
Marion Wealth Management
Pennsylvania
$3.63M +$388 +2 +0%
TLCM
771
Twin Lakes Capital Management
California
$3.63M +$582 +3 +0%
HSA
772
Hussman Strategic Advisors
Maryland
$3.61M – – –
PT
773
Plimoth Trust
Massachusetts
$3.61M -$154K -793 -4%
SLI
774
Sumitomo Life Insurance
Japan
$3.6M -$23.1K -119 -0.6%
MA
775
Montag & Associates
Georgia
$3.59M +$46.9K +242 +1%
29 30
31
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