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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
$2.88B
2
CWP
Capital Wealth Planning
Florida
$255M
3
Bank of America
Bank of America
North Carolina
$3.34B
4
Capital Research Global Investors
Capital Research Global Investors
California
$491M
5
Federated Hermes
Federated Hermes
Pennsylvania
$369M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$8.73M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01B
3
BlackRock
BlackRock
New York
$10.8B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
5
Capital International Investors
Capital International Investors
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
126
Boston Partners
Massachusetts
$72.5M -$1.23M -6,366 -2%
ORIO
127
Old Republic International (ORI)
Illinois
$72.4M -$97K -500 -0.1%
FFA
128
First Foundation Advisors
California
$71.3M -$197K -1,016 -0.3%
HCM
129
Hollencrest Capital Management
California
$71.1M -$2.82M -14,524 -4%
MSV
130
MN Services Vermogensbeheer
Netherlands
$71M +$2.42M +12,500 +4%
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$70.6M +$6.28M +32,391 +10%
VPI
132
Value Partners Investments
Manitoba, Canada
$70.4M -$1.11M -5,744 -2%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$69.9M -$11.4M -58,865 -14%
RRAM
134
River Road Asset Management
Kentucky
$69.8M +$2.92M +15,043 +4%
PAMS
135
Pictet Asset Management (Switzerland)
Switzerland
$69.2M +$1.05M +5,388 +2%
CI Investments Inc
136
CI Investments Inc
Ontario, Canada
$68.5M -$9.16M -47,215 -12%
IIM
137
INTECH Investment Management
Florida
$68.1M -$8.13M -41,926 -11%
CWM
138
Centric Wealth Management
Illinois
$67.3M -$449K -2,317 -0.7%
DZ Bank
139
DZ Bank
Germany
$66.3M -$17.6M -90,743 -21%
Aberdeen Group
140
Aberdeen Group
United Kingdom
$66.1M +$1.46M +7,542 +2%
CCG
141
Capital CS Group
California
$65.5M -$196K -1,008 -0.3%
Robeco Institutional Asset Management
142
Robeco Institutional Asset Management
Netherlands
$65.1M -$66.2M -341,044 -50%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$64.4M +$386K +1,990 +0.6%
SRSA
144
S.R. Schill & Associates
Washington
$64.4M +$80.9K +417 +0.1%
APG Asset Management
145
APG Asset Management
Netherlands
$64.1M -$13.3M -74,367 -17%
TG
146
TCW Group
California
$64.1M +$2.92M +15,038 +5%
Nomura Asset Management
147
Nomura Asset Management
Japan
$62.7M +$121K +625 +0.2%
CG
148
CFO4Life Group
Texas
$62M +$18K +93 +0%
PI
149
PineBridge Investments
New York
$61.7M -$2.6M -13,384 -4%
FCIM
150
Fairview Capital Investment Management
California
$61.3M -$259K -1,335 -0.4%
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