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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 %
CWMU
976
Caliber Wealth Management (Utah)
Utah
$2.11M +$128K +658 +6%
HH
977
Hilltop Holdings
Texas
$2.11M +$262K +1,353 +14%
CIP
978
Cornerstone Investment Partners
Georgia
$2.09M -$2.33K -12 -0.1%
DRS
979
Deane Retirement Strategies
Louisiana
$2.08M +$8.34K +43 +0.4%
ETH
980
Exos TFP Holdings
New York
$2.08M +$1.09M +5,602 +110%
GF
981
Gabelli Funds
New York
$2.07M -$107K -550 -5%
NRS
982
Neville Rodie & Shaw
New York
$2.05M – – –
OIA
983
OneDigital Investment Advisors
Kansas
$2.05M +$253K +1,305 +14%
MA
984
Modus Advisors
Minnesota
$2.04M +$11.6K +60 +0.6%
GWCM
985
Godshalk Welsh Capital Management
Pennsylvania
$2.04M -$9.7K -50 -0.5%
CF
986
Cantor Fitzgerald
New York
$2.04M -$13.3M -68,801 -87%
HS
987
Horan Securities
United States
$2.04M +$28.7K +148 +1%
SSB
988
Sandy Spring Bank
Maryland
$2M -$16.1K -83 -0.8%
NSB
989
Norway Savings Bank
Maine
$1.99M -$7.76K -40 -0.4%
CIP
990
Convergence Investment Partners
Florida
$1.99M +$388 +2 +0%
BMCM
991
Bryn Mawr Capital Management
Pennsylvania
$1.99M +$7.95K +41 +0.4%
LS
992
Livforsakringsbolaget Skandia
Sweden
$1.97M – – –
IF
993
Intrua Financial
Texas
$1.97M +$1.43M +8,469 +262%
WA1
994
Wimmer Associates 1
California
$1.97M -$104K -616 -5%
UCB
995
United Community Bank
South Carolina
$1.97M +$28.1K +145 +1%
DCM
996
Decatur Capital Management
Georgia
$1.96M -$370K -1,909 -16%
WI
997
WrapManager Inc
California
$1.96M +$268K +1,383 +16%
HCCM
998
Hudson Canyon Capital Management
New York
$1.95M +$18K +93 +0.9%
IB
999
Intrust Bank
Kansas
$1.94M +$509K +2,625 +36%
RIM
1000
Redwood Investment Management
Arizona
$1.94M +$62.3K +321 +3%
38 39
40
41 42