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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 %
CS
1076
Cannell & Spears
New York
$1.57M -$13.8K -71 -0.9%
FT
1077
Fiduciary Trust
Massachusetts
$1.57M -$97.2K -501 -6%
DCM
1078
Davidson Capital Management
Texas
$1.56M +$197K +1,014 +14%
PRC
1079
Pearl River Capital
Michigan
$1.56M +$1.56M +8,061 New
PCM
1080
Parsons Capital Management
Rhode Island
$1.56M +$133K +685 +9%
VFA
1081
Voya Financial Advisors
Connecticut
$1.56M -$99.6K -521 -6%
BIA
1082
Bigelow Investment Advisors
Maine
$1.56M -$44.8K -231 -3%
AWA
1083
Amplius Wealth Advisors
Pennsylvania
$1.56M +$26.8K +138 +2%
RA
1084
RFG Advisory
Alabama
$1.56M -$85K -438 -5%
FANJ
1085
Financial Architects (New Jersey)
New Jersey
$1.55M -$1.36K -7 -0.1%
SACTSONJ
1086
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.55M – – –
PIMG
1087
Patriot Investment Management Group
Tennessee
$1.55M -$148K -762 -9%
HT
1088
HighTower Trust
Texas
$1.54M +$36.3K +200 +2%
SCM
1089
Silvant Capital Management
Georgia
$1.54M – – –
DGAM
1090
Desjardins Global Asset Management
Quebec, Canada
$1.53M +$520K +2,683 +51%
BEI
1091
Benjamin Edwards Inc
Missouri
$1.53M -$75.5K -389 -5%
CAS
1092
Coppell Advisory Solutions
Texas
$1.52M +$261K +1,366 +21%
CASC
1093
Coppell Advisory Solutions Corp
Texas
$1.52M +$261K +1,366 +21%
SWM
1094
SeaCrest Wealth Management
New York
$1.52M -$49.7K -256 -3%
DPIM
1095
Duff & Phelps Investment Management
Illinois
$1.51M – – –
PA
1096
Profund Advisors
Maryland
$1.51M -$62.1K -320 -4%
NFG
1097
Nations Financial Group
Iowa
$1.51M +$256K +1,321 +20%
ACM
1098
Aljian Capital Management
Nevada
$1.5M +$197K +1,018 +15%
BMWM
1099
Brown Miller Wealth Management
Virginia
$1.5M +$49.3K +254 +3%
DWM
1100
Dakota Wealth Management
Florida
$1.5M -$251K -1,295 -14%
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