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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 %
CCA
1126
Checchi Capital Advisers
California
$1.41M +$42.7K +220 +3%
VWA
1127
V Wealth Advisors
Kansas
$1.41M -$19K -98 -1%
PI
1128
PFG Investments
New York
$1.41M +$1.41M +7,271 New
WPW
1129
Waldron Private Wealth
Pennsylvania
$1.4M +$35.3K +182 +3%
AA
1130
Argent Advisors
Louisiana
$1.4M +$82.3K +424 +6%
DBRC
1131
D.B. Root & Company
Pennsylvania
$1.4M +$80.1K +413 +6%
MWM
1132
Mission Wealth Management
California
$1.39M -$141K -726 -9%
CC
1133
Constitution Capital
Connecticut
$1.39M -$62.3K -321 -4%
PPWM
1134
Paragon Private Wealth Management
Kentucky
$1.39M -$14.9K -77 -1%
CWS
1135
Confluence Wealth Services
Pennsylvania
$1.39M +$312K +1,606 +29%
EAM
1136
Erste Asset Management
Austria
$1.38M +$55.2K +289 +4%
FFG
1137
Fortem Financial Group
California
$1.38M +$271K +1,395 +24%
FFBTD
1138
First Financial Bank - Trust Division
Ohio
$1.38M -$6.4K -33 -0.5%
BOH
1139
Bank of Hawaii
Hawaii
$1.38M +$6.98K +36 +0.5%
NEI
1140
Northwest & Ethical Investments
Ontario, Canada
$1.38M – – –
HW
1141
Hancock Whitney
Mississippi
$1.37M -$71.6K -369 -5%
AC
1142
Abbrea Capital
California
$1.37M +$36.9K +190 +3%
AW
1143
Alaethes Wealth
Nevada
$1.37M +$36.1K +186 +3%
FFS
1144
Founders Financial Securities
Maryland
$1.37M +$10.1K +52 +0.7%
SFG
1145
SNS Financial Group
Minnesota
$1.36M +$9.31K +48 +0.7%
OSNBOA
1146
Old Second National Bank of Aurora
Illinois
$1.36M -$34.7K -179 -2%
NFW
1147
Noble Family Wealth
Florida
$1.36M +$1.36M +7,030 New
BG
1148
Bollard Group
Massachusetts
$1.36M +$11.8K +61 +0.9%
PWS
1149
Private Wealth Strategies
Ohio
$1.36M +$10.9K +56 +0.8%
RMAM
1150
Raab & Moskowitz Asset Management
New Jersey
$1.36M -$237K -1,222 -15%
44 45
46
47 48