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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 %
AWM
1551
Absher Wealth Management
North Carolina
$546K -$199K -1,026 -27%
CCA
1552
Cobblestone Capital Advisors
New York
$544K – – –
AWAP
1553
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$540K -$17.3K -89 -3%
RFA
1554
Register Financial Advisors
Georgia
$538K +$4.46K +23 +0.8%
KTC
1555
Kistler-Tiffany Companies
Pennsylvania
$536K +$29.7K +153 +6%
WP
1556
WealthShield Partners
North Carolina
$534K -$32.6K -168 -6%
AW
1557
Atlas Wealth
Ohio
$534K – – –
ECM
1558
Elgethun Capital Management
South Dakota
$532K -$29.3K -152 -5%
SM
1559
Sweeney & Michel
California
$532K +$532K +3,174 New
WWC
1560
Waypoint Wealth Counsel
Georgia
$531K +$9.7K +50 +2%
MWM
1561
Mascoma Wealth Management
New Hampshire
$531K -$28.6K -159 -5%
MFG
1562
MidWestOne Financial Group
Iowa
$530K – – –
DTC
1563
Davidson Trust Company
Washington
$530K +$19.4K +100 +4%
SFG
1564
Sather Financial Group
Texas
$529K – – –
SJIM
1565
St. Johns Investment Management
Florida
$529K +$22.3K +115 +4%
MFC
1566
Mechanics Financial Corp
Ohio
$529K – – –
TWP
1567
Tower Wealth Partners
Pennsylvania
$525K +$219K +1,130 +72%
CCP
1568
Clough Capital Partners
Massachusetts
$524K – – –
MMHP
1569
Murphy Middleton Hinkle & Parker
Georgia
$524K – – –
EA
1570
Eudaimonia Advisors
Tennessee
$523K – – –
WAM
1571
Weatherly Asset Management
California
$523K +$9.7K +50 +2%
SOS
1572
Silver Oak Securities
Tennessee
$519K +$67.9K +350 +15%
FHA
1573
Flagship Harbor Advisors
Massachusetts
$518K +$28.3K +146 +6%
SEM
1574
Suncoast Equity Management
Florida
$517K – – –
OCG
1575
Opus Capital Group
Ohio
$516K -$7.57K -39 -1%
61 62
63
64 65