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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 %
SDAM
1026
Shulman DeMeo Asset Management
New York
$1.78M +$6.21K +32 +0.3%
RFMS
1027
RWQ Financial Management Services
Florida
$1.78M +$209K +1,075 +13%
SFI
1028
SPC Financial Inc
Maryland
$1.78M +$1.78M +9,171 New
CWAG
1029
Compton Wealth Advisory Group
Virginia
$1.78M +$744K +3,833 +72%
AIP
1030
Ameritas Investment Partners
Nebraska
$1.76M +$388 +2 +0%
LFM
1031
LGT Fund Management
Liechtenstein
$1.75M – – –
HCM
1032
Hutner Capital Management
Vermont
$1.74M -$2.52K -13 -0.1%
SWA
1033
SOA Wealth Advisors
New York
$1.74M -$19.4K -100 -1%
NP
1034
Nilsine Partners
Colorado
$1.74M +$1.74M +8,956 New
SIP
1035
Stoneridge Investment Partners
Pennsylvania
$1.74M -$78.9K -407 -4%
FC
1036
Financial Consulate
Maryland
$1.74M +$11.1K +57 +0.6%
MSAM
1037
Moloney Securities Asset Management
Missouri
$1.74M -$14.9K -77 -0.9%
SC
1038
Savant Capital
Illinois
$1.73M +$501K +2,585 +41%
CI
1039
Cigna Investments
Connecticut
$1.73M -$37.6K -194 -2%
SF
1040
Summit Financial
New Jersey
$1.73M -$53K -273 -3%
ISL
1041
Ingalls & Snyder LLC
New York
$1.73M +$45.2K +233 +3%
EH
1042
Equitable Holdings
New York
$1.72M +$370K +1,908 +27%
GSC
1043
G&S Capital
Colorado
$1.72M +$1.72M +8,874 New
CAG
1044
Csenge Advisory Group
Florida
$1.72M +$288K +1,482 +20%
FMAEN1
1045
Fund Management at Engine No 1
California
$1.72M +$158K +817 +10%
CT
1046
Chicago Trust
Illinois
$1.72M -$331K -1,708 -16%
CG
1047
Corundum Group
Colorado
$1.71M +$452K +2,331 +36%
PIA
1048
Petredis Investment Advisors
Pennsylvania
$1.71M -$24.8K -128 -1%
PGIM
1049
Pacific Global Investment Management
California
$1.71M -$35.5K -183 -2%
LFAS
1050
Level Four Advisory Services
Texas
$1.71M +$657K +3,385 +63%
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42
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