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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 %
CT
1226
Colonial Trust
South Carolina
$1.15M +$76.4K +394 +7%
PWW
1227
Pettyjohn Wood & White
Virginia
$1.15M -$1.94K -10 -0.2%
WI
1228
WBI Investments
New Jersey
$1.14M -$1.08M -5,580 -49%
LC
1229
LCNB Corp
Ohio
$1.14M -$18.8K -97 -2%
LC
1230
Lindbrook Capital
California
$1.13M -$62.7K -323 -5%
LWM
1231
Laidlaw Wealth Management
New York
$1.13M +$780K +4,020 +222%
GCL
1232
Gouws Capital LLC
North Carolina
$1.13M +$177K +911 +19%
NB
1233
NBT Bank
New York
$1.13M -$19.4K -100 -2%
WBCM
1234
Wilson & Boucher Capital Management
California
$1.13M +$4.07K +21 +0.4%
MHC
1235
Meyer Handelman Company
New York
$1.13M – – –
IRC
1236
Investors Research Corp
Georgia
$1.12M -$19.4K -100 -2%
WEG
1237
World Equity Group
Illinois
$1.12M +$923K +17,568 +462%
PPC
1238
Park Place Capital
Alabama
$1.11M +$264K +1,359 +31%
BAM
1239
Byrne Asset Management
New Jersey
$1.1M -$104K -538 -9%
JCM
1240
Jag Capital Management
Missouri
$1.1M -$120K -619 -10%
JIC
1241
Joel Isaacson & Co
New York
$1.1M – – –
MWM
1242
Massachusetts Wealth Management
Massachusetts
$1.1M -$38.8K -200 -3%
IA
1243
IFG Advisory
Georgia
$1.1M +$16.1K +83 +1%
LC
1244
Lavaca Capital
Texas
$1.09M -$80.7K -421 -7%
ACS
1245
Archford Capital Strategies
Illinois
$1.09M +$57.2K +302 +6%
ADIM
1246
Alpha DNA Investment Management
Maryland
$1.09M -$23.9K -123 -2%
GBT
1247
Grove Bank & Trust
Florida
$1.09M +$300K +1,544 +38%
ACM
1248
Allred Capital Management
Texas
$1.08M +$33.6K +173 +3%
BWAM
1249
Boyd Watterson Asset Management
Ohio
$1.08M – – –
OFG
1250
OmniStar Financial Group
North Carolina
$1.08M +$155K +801 +17%
48 49
50
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