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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 %
BHPW
776
Beverly Hills Private Wealth
California
$3.57M +$522K +2,693 +17%
APC
777
Aspire Private Capital
North Carolina
$3.57M +$11.6K +60 +0.3%
BAM
778
Boyar Asset Management
New York
$3.56M +$47.7K +246 +1%
NWM
779
Northcape Wealth Management
New York
$3.56M +$1.11M +5,710 +45%
FA
780
Fortis Advisors
Pennsylvania
$3.53M +$1.36K +7 +0%
APWM
781
Argonautica Private Wealth Management
Massachusetts
$3.53M -$497K -2,564 -12%
RCM
782
Radnor Capital Management
Pennsylvania
$3.51M +$297K +1,533 +9%
CSPAM
783
Cary Street Partners Asset Management
Virginia
$3.5M -$48.5K -250 -1%
MOS
784
MGO One Seven
Ohio
$3.49M +$210K +1,084 +6%
MME
785
Meag Munich Ergo
Germany
$3.49M -$2.56M -13,175 -42%
EP
786
Eudaimonia Partners
Tennessee
$3.47M -$86.9K -448 -2%
MPM
787
Meritage Portfolio Management
Kansas
$3.47M +$90.4K +466 +3%
EWA
788
Exencial Wealth Advisors
Oklahoma
$3.45M +$202K +1,039 +6%
TF
789
TIAA FSB
Florida
$3.44M -$8.34K -43 -0.2%
WS
790
Wedbush Securities
California
$3.44M -$98.6K -508 -3%
CCG
791
Cypress Capital Group
Florida
$3.43M +$750K +3,864 +28%
MP
792
McDonald Partners
Ohio
$3.42M +$6.4K +33 +0.2%
KGC
793
Kennon-Green & Company
Ohio
$3.41M +$17.1K +88 +0.5%
OHWP
794
Oak Harbor Wealth Partners
North Carolina
$3.4M +$10.3K +53 +0.3%
FMTCOCP
795
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.39M +$80.5K +415 +2%
LC
796
Legacy CG
Texas
$3.39M +$46.8K +241 +1%
HCA
797
Harbor Capital Advisors
Illinois
$3.39M +$3.39M +17,466 New
VNIM
798
Vaughan Nelson Investment Management
Texas
$3.37M -$622K -3,205 -16%
SA
799
Strategic Advisors
New York
$3.36M -$97.4K -502 -3%
UAS
800
United Asset Strategies
New York
$3.36M -$3.88K -20 -0.1%
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