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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 %
AW
1301
Apricus Wealth
South Carolina
$960K -$34.7K -179 -3%
DIA
1302
Dana Investment Advisors
Wisconsin
$960K +$410K +2,113 +75%
LFA
1303
LifeGuide Financial Advisors
Pennsylvania
$959K -$29.1K -150 -3%
CIP
1304
Capital Insight Partners
Arizona
$958K -$63K -325 -6%
SIS
1305
Strategic Investment Solutions
Illinois
$958K -$48.9K -252 -5%
NL
1306
NWAM LLC
Washington
$957K -$491K -2,531 -34%
Bank Julius Baer & Co
1307
Bank Julius Baer & Co
Switzerland
$955K +$715K +3,683 +297%
VEA
1308
Virtus ETF Advisers
New York
$954K +$48.7K +251 +5%
AMG
1309
Advisors Management Group
Wisconsin
$952K -$9.31K -48 -1%
RWA
1310
Ropes Wealth Advisors
Massachusetts
$951K -$33.2K -171 -3%
NL
1311
NVWM LLC
Pennsylvania
$950K +$26.4K +136 +3%
CSB
1312
City State Bank
Iowa
$948K -$4.85K -25 -0.5%
DC
1313
DeDora Capital
California
$946K -$31.4K -162 -3%
BFA
1314
Buttonwood Financial Advisors
Maryland
$943K -$7.95K -41 -0.8%
PI
1315
Pettee Investors
Connecticut
$939K – – –
PFP
1316
Paragon Financial Partners
California
$937K -$97.8K -504 -9%
RIL
1317
Rothschild Investment LLC
Illinois
$937K +$1.55K +8 +0.2%
OAM
1318
Occidental Asset Management
California
$936K +$175K +903 +23%
MCM
1319
Mork Capital Management
California
$935K – – –
SIM
1320
Sentry Investment Management
Wisconsin
$933K -$8.93K -46 -0.9%
DMBA
1321
Deseret Mutual Benefit Administrators
Utah
$928K +$9.31K +48 +1%
EWA
1322
EverSource Wealth Advisors
Alabama
$926K -$11.8K -61 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
1323
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$924K -$2.43M -12,523 -72%
NAS
1324
Nicolet Advisory Services
Wisconsin
$922K +$317K +1,681 +52%
CFCI
1325
Comprehensive Financial Consultants Institutional
Indiana
$915K +$53.2K +274 +6%
51 52
53
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