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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 %
HPC
1326
HM Payson & Co
Maine
$912K +$54.7K +282 +6%
MIH
1327
Meitav Investment House
Israel
$909K – – –
KAM
1328
Knightsbridge Asset Management
California
$907K +$132K +681 +17%
WPA
1329
West Paces Advisors
Georgia
$906K +$8.92K +46 +1%
KA
1330
Kovack Advisors
Florida
$906K +$37.4K +193 +4%
MCI
1331
MRP Capital Investments
Georgia
$906K +$346K +1,783 +62%
HI
1332
Human Investing
Oregon
$904K -$30.8K -159 -3%
MMM
1333
Mendel Money Management
Illinois
$902K +$31.6K +163 +4%
CAWM
1334
Capital Advisors Wealth Management
Washington
$901K +$16.7K +86 +2%
ML
1335
McAdam LLC
Pennsylvania
$898K +$209K +1,075 +30%
SAG
1336
SageView Advisory Group
California
$897K -$67.5K -348 -7%
MIM
1337
MTM Investment Management
South Carolina
$896K +$388 +2 +0%
PWAM
1338
Pinnacle West Asset Management
Wyoming
$895K +$895K +4,615 New
PAMG
1339
Patton Albertson Miller Group
Tennessee
$895K -$223K -1,148 -20%
TSWM
1340
Triangle Securities Wealth Management
North Carolina
$893K -$33.6K -173 -4%
CQS
1341
Credential Qtrade Securities
$891K +$7.37K +38 +0.8%
DT
1342
Diversified Trust
Tennessee
$891K -$662K -3,414 -43%
EWM
1343
Evermay Wealth Management
Virginia
$890K -$29.1K -150 -3%
LWM
1344
Lyell Wealth Management
California
$887K -$38.8K -200 -4%
TWM
1345
Thrive Wealth Management
Pennsylvania
$886K +$85.2K +439 +11%
MWA
1346
Meridian Wealth Advisors
Texas
$886K +$20.2K +104 +2%
LIM
1347
Longfellow Investment Management
Massachusetts
$882K +$117K +601 +15%
PWP
1348
Principle Wealth Partners
Connecticut
$878K – – –
DFG
1349
Delta Financial Group
New Jersey
$878K +$11.6K +60 +1%
DI
1350
DAGCO Inc
Ohio
$877K -$9.12K -47 -1%
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