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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 %
SC
876
Searle & Co
Connecticut
$2.71M -$216K -1,200 -7%
AC
877
Addison Capital
Pennsylvania
$2.7M -$16.5K -85 -0.6%
OTPPB
878
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.69M -$400K -2,063 -13%
WTC
879
WhitTier Trust Company
Nevada
$2.69M -$249K -1,286 -8%
TCOT
880
Trust Company of Toledo
Ohio
$2.69M -$109K -562 -4%
CCG
881
Chatham Capital Group
Georgia
$2.69M +$6.79K +35 +0.3%
DWA
882
Douglass Winthrop Advisors
New York
$2.68M -$24.8K -128 -0.9%
CAM
883
Cresset Asset Management
Illinois
$2.68M +$100K +516 +4%
MC
884
Moors & Cabot
Massachusetts
$2.68M -$422K -2,177 -14%
HGWM
885
Horst & Graben Wealth Management
Oregon
$2.67M +$2.33K +12 +0.1%
BL
886
BFSG LLC
California
$2.66M -$2.33K -12 -0.1%
C
887
Certuity
Florida
$2.65M +$30.3K +156 +1%
WFPG
888
Waller Financial Planning Group
Ohio
$2.64M – – –
SSW
889
Stone Summit Wealth
Florida
$2.63M -$1.94K -10 -0.1%
BFS
890
Bradley Foster & Sargent
Connecticut
$2.62M +$160K +824 +6%
CW
891
CreativeOne Wealth
Kansas
$2.62M +$541K +2,788 +26%
AMIM
892
Aull & Monroe Investment Management
Alabama
$2.62M -$48.5K -250 -2%
VanEck Associates
893
VanEck Associates
New York
$2.61M +$437K +2,254 +20%
BA
894
Bristlecone Advisors
Washington
$2.61M -$776 -4 -0%
JSL
895
JT Stratford LLC
Georgia
$2.61M +$622K +3,205 +31%
SP
896
SWS Partners
Ohio
$2.61M -$183K -944 -7%
AT
897
Arden Trust
Delaware
$2.61M -$552K -2,844 -17%
TMAM
898
Tokio Marine Asset Management
Japan
$2.61M +$354K +1,823 +16%
BCM
899
BTC Capital Management
Iowa
$2.6M -$26.2K -135 -1%
GWMIA
900
Global Wealth Management Investment Advisory
Florida
$2.6M +$37.4K +193 +1%
34 35
36
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