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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 %
BW
1376
Bison Wealth
Georgia
$828K -$59.4K -349 -7%
CCM
1377
Cohen Capital Management
California
$824K – – –
GL
1378
Graypoint LLC
New York
$824K +$249K +1,284 +43%
DAC
1379
Dividend Assets Capital
South Carolina
$820K – – –
GFA
1380
Gallagher Fiduciary Advisors
Illinois
$819K +$819K +4,219 New
IWA
1381
IVC Wealth Advisors
Pennsylvania
$816K -$291K -1,499 -26%
SVWAG
1382
Sound View Wealth Advisors Group
Georgia
$814K -$81.3K -419 -9%
PFWA
1383
Paces Ferry Wealth Advisors
Georgia
$813K -$147K -757 -15%
VCP
1384
Verus Capital Partners
Arizona
$813K +$91.6K +472 +13%
GWM
1385
Geneos Wealth Management
Colorado
$813K -$210K -1,084 -21%
SWM
1386
Salvus Wealth Management
New Jersey
$811K +$16.5K +85 +2%
LA
1387
LVW Advisors
New York
$805K -$128K -662 -14%
GWM
1388
Greenwich Wealth Management
Connecticut
$802K +$3.3K +17 +0.4%
WC
1389
Whitney & Co
New York
$801K -$11.6K -60 -1%
SA
1390
SRN Advisors
Pennsylvania
$800K +$194K +1,015 +32%
SHFA
1391
SC&H Financial Advisors
Maryland
$799K +$799K +4,120 New
CA
1392
Continuum Advisory
Idaho
$799K +$19.2K +99 +2%
VIM
1393
Vista Investment Management
Pennsylvania
$798K +$64K +330 +9%
SAM
1394
S.A. Mason
Michigan
$797K – – –
TBNY
1395
Trustco Bank (New York)
New York
$797K -$38.8K -200 -5%
CBTWT
1396
Community Bank & Trust (Waco, Texas)
Texas
$796K -$3.1K -16 -0.4%
LWM
1397
Liberty Wealth Management
California
$794K +$794K +4,095 New
SFM
1398
Signet Financial Management
New Jersey
$794K +$5.43K +28 +0.7%
CFGS
1399
Concourse Financial Group Securities
Alabama
$793K +$17.1K +88 +2%
ESBC
1400
E.S. Barr & Co
Kentucky
$791K – – –
54 55
56
57 58