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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 %
HCM
926
Howland Capital Management
Massachusetts
$2.41M -$6.79K -35 -0.3%
PAS
927
Park Avenue Securities
New York
$2.4M +$320K +1,647 +15%
AAM
928
Azzad Asset Management
Virginia
$2.4M +$44K +227 +2%
RBA
929
Richard Bernstein Advisors
New York
$2.4M – – –
OIA
930
Optimum Investment Advisors
Illinois
$2.39M +$113K +581 +5%
FMC
931
First Merchants Corp
Indiana
$2.39M +$141K +728 +6%
AOI
932
Auto-Owners Insurance
Michigan
$2.39M – – –
SCM
933
Sterneck Capital Management
Missouri
$2.38M -$11.3K -58 -0.5%
BPC
934
Banque Pictet & Cie
Switzerland
$2.38M -$126K -650 -5%
ONB
935
Old National Bancorp
Indiana
$2.37M -$3.3K -17 -0.1%
WA
936
Wealth Alliance
New York
$2.37M +$235K +1,214 +11%
CA
937
Clearstead Advisors
Ohio
$2.36M +$677K +3,492 +40%
PWM
938
Perigon Wealth Management
California
$2.36M +$55.9K +288 +2%
MCIA
939
Mountain Capital Investment Advisors
Colorado
$2.35M +$125K +654 +6%
NFC
940
Northeast Financial Consultants
Connecticut
$2.34M – – –
GIP
941
Granite Investment Partners
California
$2.34M – – –
GFS
942
GYL Financial Synergies
Connecticut
$2.33M +$1.17M +6,033 +101%
IMCOOI
943
Investment Management Corp of Ontario (IMCO)
Canada
$2.32M -$762K -3,930 -25%
KJWM
944
Kiley Juergens Wealth Management
Washington
$2.31M -$2.52K -13 -0.1%
MCM
945
Mengis Capital Management
Oregon
$2.31M -$199K -1,028 -8%
LMKC
946
L.M. Kohn & Company
Ohio
$2.3M -$67.5K -348 -3%
AIS
947
AM Investment Strategies
Tennessee
$2.3M +$4.27K +22 +0.2%
CB
948
Cooke & Bieler
Pennsylvania
$2.3M – – –
CPA
949
Court Place Advisors
Maryland
$2.3M -$47.5K -245 -2%
GFA
950
Gifford Fong Associates
California
$2.29M – – –
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