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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 %
FMLI
1501
Fukoku Mutual Life Insurance
Japan
$613K – – –
EWA
1502
ERTS Wealth Advisors
Michigan
$610K -$57.4K -296 -9%
KIG
1503
Kennedy Investment Group
New Jersey
$606K -$6.6K -34 -1%
LHC
1504
Little House Capital
Massachusetts
$604K -$18.6K -96 -3%
VCM
1505
Vigilant Capital Management
Maine
$603K -$20.2K -104 -3%
NDSI
1506
Newman Dignan & Sheerar Inc
Rhode Island
$602K -$16.1K -83 -3%
BC
1507
Burney Company
Virginia
$599K -$40.9K -211 -6%
KW
1508
KWB Wealth
California
$597K – – –
KFA
1509
Krane Funds Advisors
New York
$595K -$21.2K -110 -3%
SIG
1510
Sargent Investment Group
Maryland
$595K +$4.07K +21 +0.7%
EGA
1511
E&G Advisors
Texas
$594K – – –
CWA
1512
Choice Wealth Advisors
Maine
$592K +$2.91K +15 +0.5%
WAG
1513
Wallace Advisory Group
California
$591K +$12.4K +64 +2%
GWM
1514
Gray Wealth Management
Maine
$591K +$27K +139 +5%
SFB
1515
STAR Financial Bank
Indiana
$591K -$12.8K -66 -2%
WCG
1516
Weaver Consulting Group
California
$587K -$582 -3 -0.1%
MCM
1517
Magnolia Capital Management
New York
$586K – – –
MIG
1518
McGuire Investment Group
Rhode Island
$585K +$1.55K +8 +0.3%
FAM
1519
Formidable Asset Management
Ohio
$584K – – –
HCA
1520
Harbour Capital Advisors
Virginia
$584K – – –
CFFP
1521
Center for Financial Planning
Michigan
$583K -$19.8K -102 -3%
AWAU
1522
Alliance Wealth Advisors (Utah)
Utah
$583K +$34.9K +180 +6%
LFM
1523
Lumina Fund Management
New York
$582K – – –
SEM
1524
Strategic Equity Management
Arizona
$582K – – –
MJRIC
1525
Mogy Joel R Investment Counsel
California
$582K – – –
59 60
61
62 63