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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 %
JA
851
JLB & Associates
Michigan
$2.9M +$477K +2,460 +20%
BE
852
Bonness Enterprises
District of Columbia
$2.9M – – –
FHB
853
First Hawaiian Bank
Hawaii
$2.89M +$1.51M +7,783 +109%
IBOK
854
Independence Bank of Kentucky
Kentucky
$2.89M +$152K +786 +6%
4WM
855
44 Wealth Management
Oregon
$2.87M +$164K +845 +6%
MYLI
856
Meiji Yasuda Life Insurance
Japan
$2.86M +$17.5K +90 +0.6%
EF
857
Exeter Financial
Arizona
$2.86M +$6.47K +34 +0.2%
GT
858
Greenleaf Trust
Michigan
$2.86M +$253K +1,305 +10%
TC
859
Truvestments Capital
Florida
$2.85M +$31.6K +163 +1%
MBTD
860
Mechanics Bank - Trust Department
California
$2.85M -$33K -170 -1%
GIA
861
GHP Investment Advisors
Colorado
$2.84M +$85.5K +441 +3%
EIP
862
Easterly Investment Partners
Massachusetts
$2.81M +$357K +1,840 +15%
CIA
863
Cohen Investment Advisors
New Hampshire
$2.8M -$53.2K -274 -2%
PA
864
Procyon Advisors
Connecticut
$2.8M +$444K +2,290 +19%
ASI
865
Advisory Services & Investments
Oregon
$2.79M +$13K +67 +0.5%
FTDI
866
First Trust Direct Indexing
Massachusetts
$2.79M +$99.1K +511 +4%
TNBTD
867
Trustmark National Bank Trust Department
Mississippi
$2.76M +$533K +2,749 +24%
GAMC
868
Garner Asset Management Corp
Texas
$2.76M +$27.7K +143 +1%
JWM
869
Jackson Wealth Management
Florida
$2.75M +$2.75M +14,196 New
IAG
870
Investmark Advisory Group
Connecticut
$2.75M +$288K +1,485 +12%
MPPW
871
Mitchell & Pahl Private Wealth
Oklahoma
$2.74M +$33.2K +171 +1%
Two Sigma Investments
872
Two Sigma Investments
New York
$2.74M +$2.74M +14,120 New
SC
873
Skylands Capital
Wisconsin
$2.72M -$9.7K -50 -0.4%
DAS
874
Dynamic Advisor Solutions
Arizona
$2.72M +$303K +1,561 +13%
AF
875
Ally Financial
Michigan
$2.72M – – –
33 34
35
36 37