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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 %
LOAMS
1251
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.08M +$144K +744 +15%
FG
1252
Fiduciary Group
Georgia
$1.08M -$11.1K -57 -1%
FFN
1253
Focus Financial Network
Minnesota
$1.07M -$8.73K -45 -0.8%
BFAG
1254
Blackston Financial Advisory Group
Florida
$1.05M -$6.01K -31 -0.6%
PWM
1255
Palumbo Wealth Management
New York
$1.05M -$50K -258 -5%
WFM
1256
Wolff Financial Management
Michigan
$1.05M +$970 +5 +0.1%
ARMT
1257
Amica Retiree Medical Trust
Rhode Island
$1.04M +$272K +1,401 +35%
RSWM
1258
Robertson Stephens Wealth Management
California
$1.04M +$641K +3,302 +162%
PP
1259
Paloma Partners
Connecticut
$1.03M +$1.03M +5,333 New
HI
1260
Harbour Investments
Wisconsin
$1.03M +$21.3K +110 +2%
CT
1261
Coastline Trust
Rhode Island
$1.03M -$18.4K -95 -2%
FNBOSM
1262
First National Bank of South Miami
Florida
$1.03M -$64.2K -331 -6%
RFG
1263
Range Financial Group
Oregon
$1.03M -$31K -160 -3%
ESB
1264
Essex Savings Bank
Connecticut
$1.03M +$14.7K +76 +1%
DBG
1265
De Burlo Group
Massachusetts
$1.02M – – –
SMC
1266
Smith, Moore & Co
Missouri
$1.02M +$24.3K +125 +2%
PWP
1267
Phillips Wealth Planners
Mississippi
$1.02M +$35K +192 +4%
XWM
1268
Xcel Wealth Management
Florida
$1.02M -$14.4K -74 -1%
HWA
1269
Heritage Wealth Advisors
Virginia
$1.01M -$970 -5 -0.1%
FFA
1270
Founders Financial Alliance
North Carolina
$1.01M -$74.7K -386 -7%
KMWM
1271
Keudell/Morrison Wealth Management
Oregon
$1.01M +$63.4K +327 +7%
CC
1272
Chicago Capital
Illinois
$1.01M -$42.7K -220 -4%
V
1273
VeraBank
Texas
$1M -$13.6K -70 -1%
LWCFA
1274
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$999K -$76.8K -396 -7%
WKWM
1275
Walter & Keenan Wealth Management
Indiana
$995K +$12K +62 +1%
49 50
51
52 53