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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 %
AAIM
1001
American Assets Investment Management
California
$1.94M – – –
CCA
1002
Cora Capital Advisors
New Jersey
$1.94M -$10.9K -56 -0.6%
BL
1003
Balentine LLC
Georgia
$1.94M +$71.6K +369 +4%
TCM
1004
Twin Capital Management
Pennsylvania
$1.93M -$124K -638 -6%
AWM
1005
Apollon Wealth Management
South Carolina
$1.92M -$163K -842 -8%
FWM
1006
ForthRight Wealth Management
Georgia
$1.92M +$20.2K +104 +1%
ACM
1007
Advance Capital Management
Michigan
$1.91M – – –
PCA
1008
Providence Capital Advisors
North Carolina
$1.91M +$65.6K +338 +4%
AWM
1009
Aberdeen Wealth Management
Illinois
$1.9M +$388 +2 +0%
PPWP
1010
Proquility Private Wealth Partners
Nevada
$1.9M -$223K -1,150 -11%
MTC
1011
Matrix Trust Company
Colorado
$1.89M +$1.89M +9,724 New
MCWS
1012
McKinley Carter Wealth Services
West Virginia
$1.89M +$125K +643 +7%
PWA
1013
Phoenix Wealth Advisors
North Carolina
$1.88M -$12.6K -65 -0.7%
MI
1014
Moneywise Inc
Virginia
$1.88M – – –
NP
1015
NorthRock Partners
Minnesota
$1.88M -$66.3K -342 -3%
WCBA
1016
Weaver C. Barksdale & Associates
Tennessee
$1.86M -$89.2K -460 -5%
AFA
1017
Abacus FCF Advisors
Florida
$1.86M +$241K +1,240 +15%
IWM
1018
IHT Wealth Management
Illinois
$1.85M +$30.1K +155 +2%
HNWAG
1019
High Net Worth Advisory Group
Florida
$1.84M – – –
WI
1020
Wahed Invest
New York
$1.84M +$2.72K +14 +0.1%
MSS
1021
Mitchell Sinkler & Starr
Pennsylvania
$1.84M +$406K +2,091 +28%
SIM
1022
Stratos Investment Management
Ohio
$1.83M +$66.5K +343 +4%
WAM
1023
Werlinich Asset Management
Connecticut
$1.82M +$8.73K +45 +0.5%
Fayez Sarofim & Co
1024
Fayez Sarofim & Co
Texas
$1.81M -$106K -546 -6%
AFS
1025
Access Financial Services
Minnesota
$1.78M -$134K -689 -7%
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