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United Parcel Service
UPS

Overview Fund Activity

2,246 hedge funds and large institutions have $100B invested in United Parcel Service in 2023 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 973 increasing their positions, 790 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,246
Holders Change
+28
Holders Change %
+1.26%
% of All Funds
35.95%
Holding in Top 10
108
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+40.26%
% of All Funds
1.73%
New
179
Increased
973
Reduced
790
Closed
96
Calls
$1.85B
Puts
$1.44B
Net Calls
+$402M
Net Calls Change
+$413M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.88B
2
CWP
2
Capital Wealth Planning
Florida
$255M
3
Bank of America
3
Bank of America
North Carolina
$3.34B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$491M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$369M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$8.73M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.01B
3
BlackRock
3
BlackRock
New York
$10.8B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.15B
5
Capital International Investors
5
Capital International Investors
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
101
Hamlin Capital Management
New York
$102M -$1.58M -8,136 -2%
Canada Life
102
Canada Life
Manitoba, Canada
$101M +$3.97M +20,459 +4%
Empower Advisory Group
103
Empower Advisory Group
Colorado
$99.7M +$99.7M +514,657 New
EAM
104
Eagle Asset Management
Florida
$97.9M +$20.5M +105,663 +26%
BBHC
105
Brown Brothers Harriman & Co
New York
$96.6M +$5.14M +26,511 +6%
PCM
106
Penserra Capital Management
California
$93.6M +$92.8M +478,472 +12,431%
M&T Bank
107
M&T Bank
New York
$90.4M +$119K +615 +0.1%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$89.4M -$30M -154,643 -25%
BGIM
109
Brandywine Global Investment Management
Pennsylvania
$89.2M -$2.77M -14,297 -3%
GT
110
Glenmede Trust
Pennsylvania
$87.6M -$774K -3,991 -0.9%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$86.3M -$2.35M -12,126 -3%
JPMPWA
112
J.P. Morgan Private Wealth Advisors
California
$86.2M +$42.1M +216,915 +95%
Osaic Holdings
113
Osaic Holdings
Arizona
$85.5M +$1.85M +9,582 +2%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$84.7M +$1.83M +9,429 +2%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$84.1M +$152K +781 +0.2%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$82.6M +$832K +4,289 +1%
Adage Capital Partners
117
Adage Capital Partners
Massachusetts
$81.6M -$8.83M -45,500 -10%
Corient Private Wealth
118
Corient Private Wealth
Florida
$81.3M +$23.2M +119,402 +40%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$81.1M +$6.96M +35,890 +9%
SEI Investments
120
SEI Investments
Pennsylvania
$79.2M +$3.65M +18,814 +5%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$78.8M -$2.36M -12,215 -3%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$78.1M +$6.38M +32,891 +9%
PAM
123
Panagora Asset Management
Massachusetts
$76.4M -$1.9M -9,814 -2%
CAM
124
Cacti Asset Management
Georgia
$75.2M +$67.9K +350 +0.1%
VVP
125
Vulcan Value Partners
Alabama
$74.4M +$74.4M +383,604 New
3 4
5
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