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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 %
RCIM
1051
Red Cedar Investment Management
Michigan
$1.7M +$1.18M +6,067 +226%
RFM
1052
Royal Fund Management
Florida
$1.69M +$286K +1,473 +20%
ICM
1053
IMS Capital Management
Oregon
$1.68M +$582 +3 +0%
FHA
1054
First Horizon Advisors
Tennessee
$1.67M -$91.4K -471 -5%
ACL
1055
Applied Capital LLC
Florida
$1.67M -$57.8K -298 -3%
LWA
1056
Lineweaver Wealth Advisors
Ohio
$1.66M +$116K +596 +7%
CWM
1057
Cornerstone Wealth Management
Missouri
$1.65M +$1.65M +8,514 New
TTWM
1058
TCV Trust & Wealth Management
Virginia
$1.65M +$120K +618 +8%
SIA
1059
Schechter Investment Advisors
Michigan
$1.64M -$165K -853 -9%
WWM
1060
Wolff Wiese Magana
California
$1.64M +$23.1K +119 +1%
PA
1061
Paralel Advisors
Colorado
$1.64M +$43.1K +222 +3%
FBT
1062
First Bank & Trust
South Dakota
$1.63M +$720K +3,710 +79%
BS
1063
Banco Santander
Spain
$1.63M +$1.63M +8,421 New
GC
1064
Gratus Capital
Georgia
$1.63M -$133K -684 -8%
PVI
1065
Pine Valley Investments
New Jersey
$1.63M +$1.63M +9,493 New
AFG
1066
AFS Financial Group
Maryland
$1.63M +$776 +4 +0%
GF
1067
Gries Financial
Ohio
$1.62M -$167K -859 -9%
BAM
1068
Belpointe Asset Management
Nevada
$1.61M -$247K -1,272 -13%
DDC
1069
DF Dent & Co
Maryland
$1.61M +$171K +882 +12%
Group One Trading
1070
Group One Trading
Illinois
$1.61M +$1.61M +8,286 New
CA
1071
Carson Advisory
Georgia
$1.59M -$99.3K -512 -6%
IGWM
1072
ICA Group Wealth Management
Colorado
$1.59M +$68.5K +353 +5%
TFA
1073
Transamerica Financial Advisors
Florida
$1.59M +$48.9K +252 +3%
RCM
1074
Raleigh Capital Management
North Carolina
$1.58M +$811K +4,180 +105%
CW
1075
Connectus Wealth
Ohio
$1.57M +$233K +1,198 +17%
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43
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