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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 %
LCM
1576
Leisure Capital Management
California
$513K +$49.1K +253 +11%
SAM
1577
SignalPoint Asset Management
Missouri
$512K -$6.79K -35 -1%
WAG
1578
Winthrop Advisory Group
Massachusetts
$511K +$8.34K +43 +2%
MAM
1579
Mystic Asset Management
Rhode Island
$511K – – –
CTB
1580
Country Trust Bank
Illinois
$510K -$5.24K -27 -1%
TAM
1581
Tocqueville Asset Management
New York
$507K – – –
BWA
1582
Blodgett Wealth Advisors
California
$506K -$1.94K -10 -0.4%
WC
1583
Westhampton Capital
North Carolina
$506K – – –
CFAM
1584
Center For Asset Management
Florida
$506K +$247K +1,274 +96%
PC
1585
Peavine Capital
Nevada
$504K – – –
OAJ
1586
Ogorek Anthony Joseph
New York
$503K +$503K +2,593 New
DFA
1587
Delta Financial Advisors
Louisiana
$502K +$1.16K +6 +0.2%
AWM
1588
Accurate Wealth Management
Florida
$502K +$42.6K +224 +9%
JSW
1589
Journey Strategic Wealth
New Jersey
$501K -$26K -134 -5%
CFS
1590
Cannon Financial Strategists
Georgia
$501K – – –
RGC
1591
Roberts, Glore & Co
Illinois
$501K – – –
MMA
1592
Miracle Mile Advisors
California
$500K +$33.4K +172 +7%
LWP
1593
LMG Wealth Partners
Louisiana
$500K – – –
ITIM
1594
Indiana Trust & Investment Management
Indiana
$500K -$39.6K -204 -7%
FBC
1595
Fairfield, Bush & Co
Connecticut
$500K +$500K +2,575 New
ATC
1596
Adirondack Trust Company
New York
$499K +$1.55K +8 +0.3%
CG
1597
Clifford Group
Massachusetts
$499K +$38.8K +200 +8%
AAM
1598
Austin Asset Management
Texas
$496K +$4.85K +25 +1%
KC
1599
Kades & Cheifetz
Pennsylvania
$496K +$11.4K +59 +2%
SCM
1600
SKBA Capital Management
California
$495K – – –
62 63
64
65 66