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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
826
Pathway Financial Advisers
Indiana
$3.1M +$96.2K +496 +3%
LNC
827
Lincoln National Corp
Pennsylvania
$3.09M +$119K +612 +4%
AAM
828
Auxier Asset Management
Oregon
$3.09M -$37.6K -194 -1%
CAM
829
Cypress Asset Management
Texas
$3.09M -$44.2K -228 -1%
ZIG
830
Zullo Investment Group
Pennsylvania
$3.05M +$32K +165 +1%
ACM
831
Alta Capital Management
Utah
$3.04M +$158K +815 +5%
JCM
832
Jacobi Capital Management
Pennsylvania
$3.04M -$12.4K -64 -0.4%
CWG
833
Cornerstone Wealth Group
North Carolina
$3.04M -$51.6K -266 -2%
MCM
834
Mill Capital Management
North Carolina
$3.02M +$609K +3,140 +25%
PF
835
Phoenix Financial
Israel
$3.02M +$775K +3,996 +35%
BP
836
Ballentine Partners
Massachusetts
$3.01M +$223K +1,152 +8%
SCM
837
Schnieders Capital Management
California
$3M +$42.1K +217 +1%
CRIG
838
Charter Research & Investment Group
Connecticut
$3M +$46.4K +239 +2%
PCM
839
Palouse Capital Management
Washington
$2.99M -$788K -4,063 -21%
SAM
840
Silvercrest Asset Management
New York
$2.98M -$77.4K -399 -3%
PA
841
PFG Advisors
Arizona
$2.97M -$277K -1,429 -9%
MGWM
842
Marks Group Wealth Management
Minnesota
$2.96M +$334K +1,724 +13%
SC
843
SouthState Corp
Florida
$2.96M -$14K -72 -0.5%
HIM
844
Harbour Investment Management
Washington
$2.96M +$9.51K +49 +0.3%
ACM
845
Advisors Capital Management
New Jersey
$2.96M -$970 -5 -0%
SIC
846
Shoker Investment Counsel
Ohio
$2.95M -$776 -4 -0%
LNWWM
847
Laird Norton Wetherby Wealth Management
California
$2.93M +$165K +848 +6%
PRS
848
Pinkerton Retirement Specialists
Idaho
$2.93M +$90K +464 +3%
RCAG
849
Rehmann Capital Advisory Group
Michigan
$2.92M -$78.4K -404 -3%
CS
850
Comerica Securities
Michigan
$2.92M -$1.72M -8,859 -37%
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