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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 %
AIM
1351
Acropolis Investment Management
Missouri
$876K +$78.4K +404 +10%
OC
1352
Oakworth Capital
Alabama
$876K – – –
SRG
1353
SBB Research Group
Illinois
$874K +$7.57K +39 +0.9%
HIA
1354
Harbor Investment Advisory
Maryland
$874K -$265K -1,366 -23%
GCM
1355
Greenland Capital Management
New York
$873K +$873K +4,500 New
IW
1356
Imprint Wealth
South Carolina
$871K +$871K +4,491 New
DWM
1357
Darwin Wealth Management
Florida
$871K -$19.5K -101 -2%
IAS
1358
Insigneo Advisory Services
Florida
$870K +$93.5K +482 +12%
CL
1359
CIM LLC
New York
$867K +$867K +4,468 New
IAMOG
1360
Investors Asset Management of Georgia
Georgia
$863K -$9.7K -50 -1%
VSQM
1361
V-Square Quantitative Management
Illinois
$862K +$862K +4,445 New
WFA
1362
WestHill Financial Advisors
California
$862K -$19.2K -99 -2%
SFA
1363
Souders Financial Advisors
Ohio
$861K +$861K +4,439 New
AAS
1364
Annex Advisory Services
Wisconsin
$855K -$4.46K -23 -0.5%
MCM
1365
McKinley Capital Management
Alaska
$855K +$855K +4,406 New
PFGIA
1366
Patriot Financial Group Insurance Agency
Massachusetts
$843K +$56.6K +292 +7%
FFM
1367
Forum Financial Management
Illinois
$843K +$19.2K +99 +2%
AAMC
1368
Asset Allocation & Management Company
Illinois
$842K – – –
CPC
1369
Cookson Peirce & Co
Pennsylvania
$838K +$349K +1,798 +71%
ACA
1370
Aptus Capital Advisors
Alabama
$835K -$1.8M -9,280 -68%
CWP
1371
Concord Wealth Partners
Virginia
$833K +$203K +1,048 +32%
SQA
1372
Simon Quick Advisors
New Jersey
$833K +$94.7K +488 +13%
TWD
1373
True Wealth Design
Ohio
$831K +$824K +4,247 +11,478%
CAGAS
1374
Capital Advisory Group Advisory Services
Minnesota
$831K -$1.75K -9 -0.2%
JWA
1375
JFS Wealth Advisors
Pennsylvania
$831K -$25.8K -133 -3%
53 54
55
56 57