UPS icon

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 %
IP
1276
Intellectus Partners
California
$994K +$25.2K +130 +3%
EHWM
1277
Eads & Heald Wealth Management
Georgia
$992K -$1.94K -10 -0.2%
LF
1278
Lantz Financial
Illinois
$989K +$87.7K +452 +10%
CWM
1279
Compass Wealth Management
Connecticut
$989K +$253K +1,303 +34%
AAM
1280
AR Asset Management
California
$989K – – –
QI
1281
Qtron Investments
Massachusetts
$988K -$27.9K -144 -3%
FFWA
1282
FRG Family Wealth Advisors
Washington
$985K -$43.6K -225 -4%
CFS
1283
CRA Financial Services
New Jersey
$984K – – –
ZIC
1284
ZWJ Investment Counsel
Georgia
$983K -$37.4K -193 -4%
FIM
1285
Fernwood Investment Management
Massachusetts
$982K – – –
BSB
1286
Bangor Savings Bank
Maine
$979K -$65K -335 -6%
PFSC
1287
Peoples Financial Services Corp
Pennsylvania
$979K -$7.95K -41 -0.8%
CS
1288
Capital Square
Tennessee
$979K +$7.73K +41 +0.8%
SAA
1289
Southeast Asset Advisors
Georgia
$973K +$13.8K +71 +1%
PAI
1290
Pittenger & Anderson Inc
Nebraska
$972K +$73.3K +378 +8%
MSFS
1291
Main Street Financial Solutions
Pennsylvania
$971K +$59.8K +308 +7%
SFS
1292
Solitude Financial Services
Virginia
$970K -$38.8K -200 -4%
CTI
1293
Community Trust & Investment
Kentucky
$970K – – –
CI
1294
CPR Investments
Michigan
$970K – – –
MA
1295
MKT Advisors
California
$969K +$189 +1 +0%
HA
1296
Herold Advisors
New York
$965K +$436K +2,247 +82%
MGIA
1297
Moneta Group Investment Advisors
Missouri
$965K +$176K +909 +22%
PWPS
1298
Pinnacle Wealth Planning Services
Ohio
$960K +$118K +609 +14%
LWP
1299
Lumature Wealth Partners
Georgia
$960K +$1.75K +9 +0.2%
VA
1300
Valmark Advisers
Ohio
$960K -$970 -5 -0.1%
50 51
52
53 54