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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 %
IA
1451
IFG Advisors
Missouri
$694K +$2.13K +11 +0.3%
VCM
1452
Versant Capital Management
Arizona
$693K +$3.49K +18 +0.5%
MHIC
1453
Marble Harbor Investment Counsel
Massachusetts
$692K +$46.2K +238 +7%
BEAM
1454
Baker Ellis Asset Management
Washington
$691K -$9.7K -50 -1%
PFA
1455
Pathway Financial Advisors
Vermont
$691K – – –
CFP
1456
Catalyst Financial Partners
Massachusetts
$690K +$423K +2,179 +158%
TFA
1457
Trinity Financial Advisors
Ohio
$690K -$102K -524 -13%
DWM
1458
Defined Wealth Management
Oregon
$690K – – –
RGF
1459
Retirement Guys Formula
Ohio
$688K +$21.5K +111 +3%
KWM
1460
Kolinsky Wealth Management
New Jersey
$684K -$6.21K -32 -0.9%
CP
1461
Covenant Partners
Tennessee
$683K -$130K -669 -16%
FLI
1462
Family Legacy Inc
South Carolina
$683K -$3.88K -20 -0.6%
AIC
1463
Archer Investment Corporation
Indiana
$681K +$43.6K +238 +7%
LOIP
1464
Live Oak Investment Partners
Texas
$679K -$569K – –
SXL
1465
Summit X LLC
Missouri
$675K +$17.5K +90 +3%
BB
1466
Busey Bank
Illinois
$675K -$10.3K -53 -2%
MAG
1467
MRA Advisory Group
New Jersey
$674K +$194 +1 +0%
PAG
1468
Powers Advisory Group
Illinois
$671K +$13.4K +69 +2%
NB
1469
Nicolet Bankshares
Wisconsin
$669K +$37.4K +193 +6%
HFM
1470
Harvest Fund Management
China
$669K – – –
AA
1471
Ancora Advisors
Ohio
$668K -$23.9K -123 -3%
VCM
1472
Virtue Capital Management
Tennessee
$666K -$331K -1,916 -33%
GWSG
1473
GPS Wealth Strategies Group
Colorado
$666K +$666K +3,434 New
RBC
1474
Roble Belko & Company
Pennsylvania
$666K – – –
EMG
1475
ETF Managers Group
New Jersey
$665K +$9.89K +51 +2%
57 58
59
60 61