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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 %
SB
1176
Strategic Blueprint
Georgia
$1.3M +$59.8K +308 +5%
TA
1177
TCM Advisors
West Virginia
$1.3M -$1.15M – –
PP
1178
Pegasus Partners
Wisconsin
$1.29M +$113K +582 +10%
CBT
1179
Central Bank & Trust
Kentucky
$1.29M +$184K +946 +17%
TIA
1180
Trust Investment Advisors
Indiana
$1.29M +$8.34K +43 +0.7%
FAM
1181
Family Asset Management
South Carolina
$1.28M +$1.28M +6,612 New
EFS
1182
Essex Financial Services
Connecticut
$1.28M -$82.8K -427 -6%
JIP
1183
Jaffetilchin Investment Partners
Florida
$1.28M +$155K +800 +14%
WJWM
1184
Williams Jones Wealth Management
New York
$1.28M -$159K -820 -11%
TA
1185
TKG Advisors
Indiana
$1.28M +$1.28M +6,584 New
WHCI
1186
W.H. Cornerstone Investments
Massachusetts
$1.27M +$114K +590 +10%
SG
1187
Stonnington Group
California
$1.26M -$14.1K -74 -1%
SB
1188
Simmons Bank
Arkansas
$1.26M -$146K -755 -10%
DI
1189
Diligent Investors
California
$1.25M -$9.51K -49 -0.8%
WI
1190
Wintrust Investments
Illinois
$1.25M -$3.88K -20 -0.3%
TCM
1191
Traynor Capital Management
Pennsylvania
$1.25M +$120K +617 +11%
CAAS
1192
Capital Asset Advisory Services
Michigan
$1.25M -$67.5K -348 -5%
NG
1193
Northstar Group
New York
$1.24M +$970 +5 +0.1%
KJHP
1194
K.J. Harrison & Partners
Ontario, Canada
$1.24M -$7.76K -40 -0.6%
FCM
1195
Fourpath Capital Management
Oklahoma
$1.24M +$290K +1,493 +31%
MWM
1196
Meridian Wealth Management
Kentucky
$1.24M +$93.9K +484 +8%
SFS
1197
Stiles Financial Services
Minnesota
$1.23M +$60.5K +312 +5%
BTI
1198
Blue Trust Inc
Georgia
$1.23M -$657K -3,782 -35%
SLWA
1199
San Luis Wealth Advisors
California
$1.22M +$1.22M +6,311 New
RWM
1200
Ritholtz Wealth Management
New York
$1.22M +$410K +2,111 +50%
46 47
48
49 50