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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 %
HFM
1151
Hartford Financial Management
Connecticut
$1.36M – – –
AF
1152
Advisornet Financial
Minnesota
$1.36M +$40.5K +209 +3%
RIA
1153
Regal Investment Advisors
Michigan
$1.35M +$113K +582 +9%
SCP
1154
Syntal Capital Partners
Texas
$1.35M +$18.2K +94 +1%
PMIA
1155
Patrick Mauro Investment Advisor
Illinois
$1.35M -$780K -4,021 -37%
AWM
1156
Affinity Wealth Management
Delaware
$1.35M -$21.5K -111 -2%
FUBT
1157
First United Bank & Trust
Maryland
$1.35M +$17.8K +92 +1%
DIP
1158
DT Investment Partners
Pennsylvania
$1.35M +$74.2K +407 +6%
1SB
1159
1ST Source Bank
Indiana
$1.34M -$15.1K -78 -1%
PWC
1160
PYA Waltman Capital
Tennessee
$1.34M +$390K +2,011 +41%
QCG
1161
Quadrant Capital Group
Ohio
$1.34M +$170K +875 +15%
IIM
1162
Ipswich Investment Management
Massachusetts
$1.34M +$23.1K +119 +2%
WT
1163
Washington Trust
Rhode Island
$1.34M +$3.88K +20 +0.3%
Acadian Asset Management
1164
Acadian Asset Management
Massachusetts
$1.33M -$2.71M -13,964 -67%
CCP
1165
Carmel Capital Partners
California
$1.33M +$47.1K +243 +4%
CWM
1166
Chesapeake Wealth Management
Virginia
$1.33M +$235K +1,210 +22%
WWM
1167
Western Wealth Management
Colorado
$1.33M +$3.88K +20 +0.3%
WWM
1168
WT Wealth Management
Arizona
$1.32M -$144K -743 -10%
GCA
1169
Guardian Capital Advisors
Ontario, Canada
$1.31M -$12.3K -65 -0.9%
WCAMG
1170
Woodard & Company Asset Management Group
North Carolina
$1.31M +$42.1K +217 +3%
RAM
1171
Redmond Asset Management
Virginia
$1.31M +$145K +748 +12%
BCM
1172
Barden Capital Management
Texas
$1.31M +$15.3K +79 +1%
FCB
1173
First County Bank
Connecticut
$1.31M +$413K +2,129 +46%
SWM
1174
Spire Wealth Management
Virginia
$1.31M +$589K +3,036 +82%
GFG
1175
Goldstone Financial Group
Illinois
$1.3M +$1.3M +6,723 New
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