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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 %
IAN
901
Integrated Advisors Network
Texas
$2.59M +$92.7K +478 +4%
TCOV
902
Trust Company of Vermont
Vermont
$2.59M +$65.2K +336 +3%
PWMG
903
Pinnacle Wealth Management Group
Michigan
$2.59M -$19.4K -100 -0.7%
FC
904
Forte Capital
New York
$2.58M -$6.79K -35 -0.3%
KC
905
Knuff & Co
California
$2.56M +$2.55M +13,124 +13,962%
CNBT
906
Canandaigua National Bank & Trust
New York
$2.55M +$2.55M +13,154 New
ANTB
907
AMG National Trust Bank
Colorado
$2.54M -$3.49K -18 -0.1%
CIAS
908
Capital Investment Advisory Services
North Carolina
$2.54M -$472K -2,432 -16%
IFWM
909
Institute for Wealth Management
Colorado
$2.52M -$40K -206 -2%
AF
910
Arrow Financial
New York
$2.52M -$18K -93 -0.7%
IRAG
911
Investment Research & Advisory Group
Georgia
$2.51M +$2.49M +12,848 +12,848%
FIM
912
Freedom Investment Management
Connecticut
$2.51M +$1.63M +8,403 +185%
B
913
Bailard
California
$2.5M -$42.9K -221 -2%
SW
914
SkyOak Wealth
Michigan
$2.5M -$111K -572 -4%
BTWM
915
Baker Tilly Wealth Management
Wisconsin
$2.49M -$31.2K -161 -1%
AWE
916
Avidian Wealth Enterprises
Texas
$2.48M +$9.89K +51 +0.4%
RT
917
Rockland Trust
Massachusetts
$2.45M -$234K -1,205 -9%
Nomura Holdings
918
Nomura Holdings
Japan
$2.45M -$967K -4,987 -28%
AIM
919
ARK Investment Management
Florida
$2.45M +$56.1K +289 +2%
TAM
920
Tealwood Asset Management
Minnesota
$2.45M -$43.1K -222 -2%
PMG
921
ProVise Management Group
Florida
$2.44M -$66.2K -341 -3%
FDS
922
First Dallas Securities
Texas
$2.44M -$315K -1,625 -11%
BG
923
Benedetti & Gucer
Georgia
$2.43M -$3.1K -16 -0.1%
RPC
924
Rossmore Private Capital
Connecticut
$2.43M -$48.5K -250 -2%
CC
925
Cypress Capital
Tennessee
$2.41M +$100K +518 +4%
35 36
37
38 39