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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 %
CDH
1201
Charles D. Hyman
$1.22M +$88.3K +455 +8%
WG
1202
Winton Group
United Kingdom
$1.21M +$1.21M +6,246 New
AWS
1203
Aspen Wealth Strategies
Colorado
$1.21M -$2.33K -12 -0.2%
FM
1204
Foster & Motley
Ohio
$1.21M -$33.6K -173 -3%
TRIA
1205
Trail Ridge Investment Advisors
Colorado
$1.2M – – –
PL
1206
Perpetual Ltd
Australia
$1.2M +$1.2M +6,191 New
FPAS
1207
Focus Partners Advisor Solutions
Missouri
$1.2M -$74.1K -382 -6%
MSA
1208
Marino Stram & Associates
Massachusetts
$1.2M +$75.7K +390 +7%
MFGM
1209
Marshall Financial Group (Maryland)
Maryland
$1.2M -$3.3K -17 -0.3%
GG
1210
Gleason Group
Kentucky
$1.2M +$10.3K +53 +0.9%
SFP
1211
Sweet Financial Partners
Minnesota
$1.19M +$348K +1,794 +41%
CTA
1212
Colonial Trust Advisors
South Carolina
$1.18M -$22.1K -114 -2%
BAM
1213
Berkshire Asset Management
Pennsylvania
$1.18M +$1.18M +6,097 New
LFA
1214
Legacy Financial Advisors
Kentucky
$1.18M +$108K +557 +10%
TCM
1215
Tradewinds Capital Management
Washington
$1.17M -$7.37K -38 -0.6%
WMP
1216
Wealth Management Partners
Arizona
$1.17M +$198K +1,020 +20%
BBNA
1217
Bremer Bank National Association
Minnesota
$1.17M – – –
CFG
1218
Cooper Financial Group
California
$1.16M -$25.4K -131 -2%
MYIA
1219
Mount Yale Investment Advisors
Colorado
$1.16M -$970 -5 -0.1%
SIA
1220
SeaBridge Investment Advisors
New Jersey
$1.16M -$18.8K -97 -2%
BCM
1221
Brown Capital Management
Maryland
$1.16M – – –
BWP
1222
Baldwin Wealth Partners
Massachusetts
$1.16M -$39.2K -202 -3%
IA
1223
IFP Advisors
Florida
$1.15M -$994K -8,478 -46%
JFGIW
1224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.15M +$255K +1,316 +28%
FAIM
1225
Financial Advocates Investment Management
Washington
$1.15M +$26.8K +138 +2%
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