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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 %
WSTAM
1401
Wilbanks Smith & Thomas Asset Management
Virginia
$785K +$73.1K +377 +10%
FWCM
1402
Ferguson Wellman Capital Management
Oregon
$780K -$67.7K -349 -8%
IP
1403
Ignite Planners
California
$780K -$5.33K -28 -0.7%
ERWM
1404
Elk River Wealth Management
Colorado
$779K – – –
WANY
1405
Wealthspire Advisors (New York)
New York
$777K -$325K -1,676 -30%
KCM
1406
Kanawha Capital Management
Virginia
$775K -$28.9K -149 -4%
AP
1407
Americana Partners
Texas
$772K +$772K +3,978 New
AWG
1408
Altus Wealth Group
Colorado
$771K -$19.4K -100 -2%
DWM
1409
Drive Wealth Management
Utah
$771K +$39.4K +203 +5%
RCWM
1410
Royal Capital Wealth Management
Indiana
$770K +$110K +569 +17%
WAS
1411
Wealth Advisory Solutions
Indiana
$760K -$3.81M -19,636 -83%
APA
1412
Astoria Portfolio Advisors
New York
$756K +$208K +1,089 +38%
PIM
1413
Profit Investment Management
Maryland
$755K -$66.7K -344 -8%
T
1414
TOBAM
France
$753K -$46.2K -238 -6%
PG
1415
Patten Group
Tennessee
$751K +$46.2K +238 +7%
CPIG
1416
Chicago Partners Investment Group
Illinois
$746K -$3.33K -17 -0.4%
DAM
1417
Diamant Asset Management
Connecticut
$745K – – –
HCM
1418
Hengehold Capital Management
Ohio
$738K – – –
SCI
1419
S&CO Inc
Massachusetts
$736K -$65K -335 -8%
WMA
1420
West Michigan Advisors
Michigan
$735K +$467K +2,407 +174%
FMB
1421
Field & Main Bank
Kentucky
$734K +$37.8K +195 +5%
KC
1422
Kingfisher Capital
North Carolina
$734K +$388 +2 +0.1%
JWM
1423
Jeppson Wealth Management
California
$733K – – –
FAFN
1424
First Affirmative Financial Network
Colorado
$733K -$34.9K -180 -5%
TL
1425
Tradewinds LLC
North Carolina
$732K +$732K +3,771 New
55 56
57
58 59