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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 %
CAL
1476
Capital Analysts LLC
Pennsylvania
$664K +$53.5K +276 +9%
FIBT
1477
First International Bank & Trust
North Dakota
$662K -$41.5K -214 -6%
MBT
1478
Montecito Bank & Trust
California
$660K -$38.6K -199 -6%
LWAM
1479
Legacy Wealth Asset Management
Minnesota
$660K -$30.5K -157 -4%
GAG
1480
GM Advisory Group
New York
$659K -$12.6K -65 -2%
FCFC
1481
First Commonwealth Financial Corp
Pennsylvania
$652K -$28.5K -147 -4%
DA
1482
Dover Advisors
Virginia
$649K +$79.1K +408 +14%
CC
1483
Cornerstone Capital
California
$646K – – –
FMTC
1484
Farmers & Merchants Trust Company
California
$646K +$4.66K +24 +0.7%
V
1485
ViaWealth
Kansas
$642K – – –
BC
1486
Brookfield Corp
Ontario, Canada
$640K -$5.7M -29,372 -90%
PFBT
1487
Parkside Financial Bank & Trust
Missouri
$637K +$9.51K +49 +2%
SP
1488
Successful Portfolios
Florida
$636K – – –
RSA
1489
River Street Advisors
Illinois
$634K +$32.8K +169 +5%
ALAM
1490
Asahi Life Asset Management
Japan
$632K +$632K +3,260 New
DLA
1491
Douglas Lane & Associates
New York
$630K -$47.1K -243 -7%
GSEP
1492
Golden State Equity Partners
California
$628K +$628K +3,235 New
BCG
1493
Breakwater Capital Group
New Jersey
$628K +$20.2K +104 +3%
MF
1494
Montis Financial
Massachusetts
$627K – – –
AFP
1495
Ausdal Financial Partners
Iowa
$625K +$7.76K +40 +1%
LFA
1496
Landmark Financial Advisors
Kentucky
$623K – – –
OWA
1497
Octavia Wealth Advisors
Ohio
$620K +$14.7K +76 +2%
PP
1498
Patten & Patten
Tennessee
$618K -$4.27K -22 -0.7%
PWMG
1499
Provence Wealth Management Group
California
$614K +$184K +948 +43%
CAC
1500
Core Alternative Capital
Georgia
$614K -$324K -1,670 -35%
58 59
60
61 62