UPS icon

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 %
BIP
1526
Blueprint Investment Partners
North Carolina
$582K -$685K -3,533 -54%
PCA
1527
Prosperity Capital Advisors
Ohio
$581K -$2.33K -12 -0.4%
CANY
1528
Caxton Associates (New York)
New York
$580K +$580K +2,991 New
TCPWM
1529
Traverso Chambers Private Wealth Management
California
$579K +$194 +1 +0%
SWP
1530
Strategic Wealth Partners
Ohio
$577K -$37.2K -192 -6%
GWANC
1531
Guardian Wealth Advisors (North Carolina)
North Carolina
$577K +$90K +464 +18%
VW
1532
Vance Wealth
California
$572K +$6.4K +33 +1%
CCIA
1533
Campbell & Co Investment Adviser
Maryland
$568K +$568K +2,926 New
LIA
1534
Luken Investment Analytics
Tennessee
$566K – – –
CF
1535
Corrigan Financial
Rhode Island
$566K – – –
TFS
1536
Thoroughbred Financial Services
Tennessee
$564K +$13.2K +68 +2%
RFN
1537
RDA Financial Network
Iowa
$563K +$7.37K +38 +1%
RCM
1538
RB Capital Management
Nevada
$561K – – –
SMA
1539
Sage Mountain Advisors
Georgia
$561K +$561K +2,890 New
HCP
1540
Holt Capital Partners
Texas
$560K – – –
SWM
1541
Segment Wealth Management
Texas
$559K +$194 +1 +0%
MCCP
1542
Mission Creek Capital Partners
California
$558K – – –
AGA
1543
Accuvest Global Advisors
Utah
$557K -$915K -4,714 -62%
SWIG
1544
Strategic Wealth Investment Group
Kentucky
$557K +$40.9K +211 +8%
MCCA
1545
Mill Creek Capital Advisors
Pennsylvania
$556K -$73.5K -379 -12%
KWMG
1546
King Wealth Management Group
Florida
$555K +$194 +1 +0%
PCS
1547
Personal CFO Solutions
New Jersey
$554K -$7.95K -41 -1%
WAAG
1548
Wealth Alliance Advisory Group
Kansas
$552K +$18.2K +94 +3%
PWMG
1549
Prestige Wealth Management Group
New Jersey
$550K +$44.8K +231 +9%
LNB
1550
Ledyard National Bank
$550K -$3.3K -17 -0.6%
60 61
62
63 64