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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 %
PFA
801
Pure Financial Advisors
California
$3.33M -$32K -165 -1%
KA
802
Kintegral Advisory
New York
$3.32M -$178K -920 -5%
QCM
803
Quantinno Capital Management
New York
$3.32M +$700K +3,606 +27%
PBC
804
Pavion Blue Capital
California
$3.3M -$19.2K -99 -0.6%
SDIC
805
South Dakota Investment Council
South Dakota
$3.3M -$443K -2,282 -12%
GP
806
Greenline Partners
New York
$3.3M -$606K -3,125 -16%
DFA
807
DHJJ Financial Advisors
Illinois
$3.28M – – –
MIM
808
Miller Investment Management
Pennsylvania
$3.27M – – –
ICM
809
Intrepid Capital Management
Florida
$3.27M +$1.75K +9 +0.1%
SSWM
810
Smith Salley Wealth Management
North Carolina
$3.26M +$12.8K +66 +0.4%
WBG
811
Wharton Business Group
Pennsylvania
$3.26M – – –
BHA
812
Beech Hill Advisors
New York
$3.26M -$96K -495 -3%
SCA
813
Sage Capital Advisors
South Dakota
$3.25M +$1.19M +6,157 +58%
BMA
814
Brooks Moore & Associates
Tennessee
$3.23M +$151K +780 +5%
MNBTD
815
Moody National Bank Trust Division
Texas
$3.21M +$4.85K +25 +0.2%
SLG
816
Stanley-Laman Group
Pennsylvania
$3.2M -$53.2K -274 -2%
SWM
817
Sculati Wealth Management
Michigan
$3.2M +$111K +571 +4%
SCP
818
Shorepoint Capital Partners
Massachusetts
$3.2M -$35.1K -181 -1%
SCP
819
Stamos Capital Partners
California
$3.18M +$204K +1,050 +7%
MCM
820
Monarch Capital Management
Indiana
$3.15M +$103K +532 +3%
AF
821
Allworth Financial
California
$3.14M +$84.8K +437 +3%
SCM
822
Shelton Capital Management
Colorado
$3.14M +$2.25M +11,584 +251%
NHC
823
Nicholas Hoffman & Company
Georgia
$3.14M -$131K -674 -4%
SS
824
Sunbelt Securities
Texas
$3.14M -$29K -152 -0.9%
AWA
825
Arete Wealth Advisors
Illinois
$3.14M +$346K +1,781 +12%
31 32
33
34 35