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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 %
RCA
1426
Resonant Capital Advisors
Wisconsin
$731K +$56.5K +291 +8%
TIMH
1427
Tilt Investment Management Holdings
New York
$727K +$92.7K +495 +15%
VNA
1428
Valley National Advisers
Pennsylvania
$726K -$17.4K -89 -2%
CFMC
1429
Curbstone Financial Management Corp
New Hampshire
$724K – – –
GEA
1430
Glen Eagle Advisors
New Jersey
$723K -$82.4K -425 -10%
MAM
1431
Morse Asset Management
Connecticut
$720K +$720K +3,711 New
AI
1432
AXS Investments
New York
$719K -$22.3K -115 -3%
OWP
1433
Obermeyer Wealth Partners
Colorado
$715K – – –
WPC
1434
Wedmont Private Capital
Pennsylvania
$714K +$124K +651 +21%
STA
1435
Summit Trail Advisors
New York
$714K +$199K +1,028 +39%
WGAM
1436
Wilkinson Global Asset Management
New York
$713K -$67.9K -350 -9%
MWM
1437
Maltin Wealth Management
New Jersey
$712K -$5.43K -28 -0.8%
CA
1438
Claro Advisors
Massachusetts
$710K +$6.4K +33 +0.9%
SFP
1439
Sterling Financial Planning
New Jersey
$709K +$25.4K +131 +4%
LCM
1440
Liberty Capital Management
Michigan
$709K – – –
GAM
1441
Grandview Asset Management
Pennsylvania
$708K -$89.6K -462 -11%
APWM
1442
Atlas Private Wealth Management
New York
$707K +$21K +108 +3%
TNB
1443
Thomasville National Bank
Georgia
$705K +$36.7K +189 +5%
TNAM
1444
Terra Nova Asset Management
New York
$704K -$16.3K -84 -2%
SWA
1445
SFMG Wealth Advisors
Texas
$702K +$20.8K +107 +3%
TF
1446
Trek Financial
Arizona
$699K +$225K +1,159 +47%
PK
1447
Pflug Koory
Nebraska
$698K – – –
CA
1448
Corrado Advisors
New Jersey
$698K – – –
CNFG
1449
Creegan & Nassoura Financial Group
New Hampshire
$697K +$194 +1 +0%
SAM
1450
Summit Asset Management
Tennessee
$694K – – –
56 57
58
59 60