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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 %
SP
1101
Symmetry Partners
Connecticut
$1.49M – – –
OPA
1102
Old Port Advisors
Maine
$1.49M +$112K +583 +8%
RIA
1103
Realta Investment Advisors
Delaware
$1.49M -$7.95K -41 -0.5%
HCP
1104
Hexagon Capital Partners
Arkansas
$1.49M +$21.3K +110 +1%
TA
1105
TFG Advisers
Michigan
$1.49M +$63.8K +329 +4%
FWP
1106
FAS Wealth Partners
Kansas
$1.49M +$46K +237 +3%
SFG
1107
SevenBridge Financial Group
Pennsylvania
$1.47M -$5.82K -30 -0.4%
AOWM
1108
Alpha Omega Wealth Management
Virginia
$1.47M -$73.7K -380 -5%
HI
1109
Harrington Investments
California
$1.47M -$3.1K -16 -0.2%
HCMT
1110
Highland Capital Management (Tennessee)
Tennessee
$1.46M +$86.7K +447 +6%
BFO
1111
Boston Family Office
Massachusetts
$1.45M -$34.9K -180 -2%
LAM
1112
Lakewood Asset Management
Illinois
$1.45M +$5.04K +26 +0.3%
MCA
1113
MSH Capital Advisors
Arizona
$1.44M -$12.4K -64 -0.9%
PPP
1114
Private Portfolio Partners
New Jersey
$1.44M -$40.3K -208 -3%
ABLA
1115
Alan B. Lancz & Associates
Ohio
$1.44M – – –
AG
1116
AIA Group
Hong Kong
$1.44M -$216K -1,112 -13%
EIA
1117
Eldridge Investment Advisors
New Hampshire
$1.44M +$776 +4 +0.1%
THWM
1118
Taylor Hoffman Wealth Management
Virginia
$1.43M -$140K -724 -9%
AL
1119
Arnhold LLC
New York
$1.43M – – –
CGL
1120
Clarius Group LLC
Washington
$1.43M +$70.6K +364 +5%
CF
1121
Centaurus Financial
California
$1.43M +$113K +583 +9%
LCWP
1122
Legacy Capital Wealth Partners
Arkansas
$1.43M +$1.43M +7,365 New
LC
1123
Lincoln Capital
Nebraska
$1.42M -$776 -4 -0.1%
AIA
1124
AIMZ Investment Advisors
California
$1.42M – – –
MMG
1125
Monetary Management Group
Missouri
$1.42M -$38.8K -200 -3%
43 44
45
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