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United Parcel Service
UPS

Overview Fund Activity

2,246 hedge funds and large institutions have $100B invested in United Parcel Service in 2023 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 973 increasing their positions, 790 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,246
Holders Change
+28
Holders Change %
+1.26%
% of All Funds
35.95%
Holding in Top 10
108
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+40.26%
% of All Funds
1.73%
New
179
Increased
973
Reduced
790
Closed
96
Calls
$1.85B
Puts
$1.44B
Net Calls
+$402M
Net Calls Change
+$413M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.88B
2
CWP
2
Capital Wealth Planning
Florida
$255M
3
Bank of America
3
Bank of America
North Carolina
$3.34B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$491M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$369M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$8.73M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.01B
3
BlackRock
3
BlackRock
New York
$10.8B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.15B
5
Capital International Investors
5
Capital International Investors
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
76
Victory Capital Management
Texas
$146M -$28.7M -148,118 -16%
Gates Foundation Trust
77
Gates Foundation Trust
Washington
$144M – – –
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$142M -$903K -4,655 -0.6%
Baillie Gifford & Co
79
Baillie Gifford & Co
United Kingdom
$141M -$10.4M -53,663 -7%
HTC
80
Haverford Trust Company
Pennsylvania
$138M +$18.8M +96,899 +16%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$138M +$6.35M +32,714 +5%
CSIC
82
Clifford Swan Investment Counsel
California
$136M -$2.97M -15,289 -2%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$135M -$12.7M -65,441 -9%
CIC
84
Crawford Investment Counsel
Georgia
$132M -$336K -1,733 -0.3%
BP
85
BBR Partners
New York
$131M +$17.3K +89 +0%
BTW
86
Boston Trust Walden
Massachusetts
$129M +$13.7M +70,763 +12%
Prudential Financial
87
Prudential Financial
New Jersey
$128M +$1.16M +6,184 +0.9%
Nordea Investment Management
88
Nordea Investment Management
Sweden
$125M -$1.77M -9,239 -1%
HMP
89
HS Management Partners
New York
$123M -$41M -211,154 -25%
Mariner
90
Mariner
Kansas
$120M +$24M +123,962 +25%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$114M -$452K -2,330 -0.4%
Mitsubishi UFJ Asset Management
92
Mitsubishi UFJ Asset Management
Japan
$113M +$10.8M +55,428 +11%
DC
93
Davenport & Co
Virginia
$112M +$1.2M +6,209 +1%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$109M +$1.62M +8,357 +2%
DekaBank Deutsche Girozentrale
95
DekaBank Deutsche Girozentrale
Germany
$109M +$5.73M +30,222 +6%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$105M -$31.2M -160,888 -23%
MCM
97
Manchester Capital Management
Vermont
$105M +$2.19M +11,314 +2%
Skandinaviska Enskilda Banken (SEB)
98
Skandinaviska Enskilda Banken (SEB)
Sweden
$104M -$2.89M -14,893 -3%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M -$3.2M -16,494 -3%
EIP
100
Epoch Investment Partners
New York
$102M -$753K -3,881 -0.7%
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4
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