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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 %
TCA
951
Transcend Capital Advisors
New Jersey
$2.26M -$275K -1,417 -11%
BWM
952
BerganKDV Wealth Management
Minnesota
$2.26M +$18.8K +97 +0.8%
FPGT
953
Financial Partners Group (Tennessee)
Tennessee
$2.26M +$20.8K +107 +0.9%
CTC
954
Central Trust Company
Missouri
$2.25M -$11.3K -58 -0.5%
MA
955
Mutual Advisors
Nebraska
$2.23M +$43.8K +226 +2%
CG
956
Caprock Group
Idaho
$2.22M +$397K +2,048 +22%
PS
957
Pensionfund Sabic
Netherlands
$2.21M -$116K -600 -5%
SC
958
Slow Capital
California
$2.21M +$371K +1,910 +20%
EM
959
Excalibur Management
Massachusetts
$2.21M -$21.9K -113 -1%
MAS
960
Meeder Advisory Services
Ohio
$2.2M +$316K +1,630 +17%
HAIM
961
Hunter Associates Investment Management
Pennsylvania
$2.18M -$213K -1,100 -9%
LIM
962
Loudon Investment Management
New Hampshire
$2.17M +$10.9K +56 +0.5%
HAM
963
Hedges Asset Management
Nevada
$2.17M -$44.2K -228 -2%
Capstone Investment Advisors
964
Capstone Investment Advisors
New York
$2.16M -$1.07M -5,516 -33%
AC
965
Arjuna Capital
North Carolina
$2.16M -$1.97M -10,179 -48%
BIA
966
Beacon Investment Advisors
Maryland
$2.16M +$39.4K +203 +2%
CA
967
Commerzbank Aktiengesellschaft
Germany
$2.15M – – –
BJL
968
Brighton Jones LLC
Washington
$2.15M +$282K +1,452 +15%
PTC
969
Private Trust Company
Ohio
$2.15M +$142K +731 +7%
RHDIC
970
R.H. Dinel Investment Counsel
California
$2.13M – – –
CHJWM
971
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.13M +$24K +140 +1%
HFRG
972
Houlihan Financial Resource Group
Virginia
$2.13M -$14.4K -74 -0.7%
GRP
973
Global Retirement Partners
California
$2.12M +$217K +1,237 +11%
FMWA
974
Forvis Mazars Wealth Advisors
Missouri
$2.12M -$8.54K -44 -0.4%
ZIG
975
Zurich Insurance Group
Switzerland
$2.11M +$2.11M +10,900 New
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