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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 %
AC
1601
Allstate Corporation
Illinois
$494K -$5.33M -27,493 -92%
CAC
1602
Certified Advisory Corp
Florida
$493K +$105K +539 +27%
DF
1603
Donoghue Forlines
Massachusetts
$493K -$517K -2,665 -51%
CIA
1604
Cape Investment Advisory
Georgia
$492K +$492K +2,538 New
RIA
1605
Richwood Investment Advisors
Ohio
$488K -$37.1K -191 -7%
RCA
1606
Ranch Capital Advisors
Florida
$488K -$34.9K -180 -7%
CT
1607
Cambridge Trust
Massachusetts
$485K +$21K +108 +5%
KF
1608
Krilogy Financial
Missouri
$484K +$204K +1,049 +73%
BONST
1609
Bank of Nova Scotia Trust
Ontario, Canada
$483K -$19.2K -99 -4%
SLF
1610
Sun Life Financial
Ontario, Canada
$483K – – –
SCA
1611
Stuart Chaussee & Associates
California
$482K – – –
PIA
1612
Perennial Investment Advisors
California
$482K – – –
GTAM
1613
Global Trust Asset Management
Florida
$482K – – –
ZF
1614
Zhang Financial
Michigan
$480K +$53.3K +275 +12%
FCMC
1615
Founders Capital Management (Connecticut)
Connecticut
$480K – – –
NAM
1616
NTV Asset Management
West Virginia
$479K +$582 +3 +0.1%
GCM
1617
Gallacher Capital Management
Colorado
$479K -$74.9K -386 -14%
NA
1618
Navellier & Associates
Nevada
$478K +$12.6K +65 +3%
NHT
1619
New Hampshire Trust
New Hampshire
$478K -$7.76K -40 -2%
WTB
1620
Washington Trust Bank
Washington
$477K -$776 -4 -0.2%
TGAM
1621
TBH Global Asset Management
Tennessee
$476K +$54.5K +281 +13%
SOAMC
1622
Spirit of America Management Corp
New York
$475K – – –
CAMV
1623
Concord Asset Management (Virginia)
Virginia
$475K +$475K +2,448 New
RWA
1624
Redhawk Wealth Advisors
Minnesota
$474K +$2.72K +14 +0.6%
WA
1625
Waverly Advisors
Alabama
$474K -$8.92K -46 -2%
63 64
65
66 67