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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 %
RMCM
1626
Reynders McVeigh Capital Management
Massachusetts
$473K +$71.8K +370 +18%
ST
1627
Somerset Trust
Pennsylvania
$472K +$2.33K +12 +0.5%
GDP
1628
Great Diamond Partners
Maine
$472K -$15.9K -82 -3%
SWM
1629
Silverlake Wealth Management
Vermont
$471K +$388 +2 +0.1%
ECA
1630
Elevated Capital Advisors
Utah
$471K +$7.57K +39 +2%
PCP
1631
Proficio Capital Partners
Massachusetts
$470K +$6.21K +32 +1%
TPW
1632
Transatlantique Private Wealth
New York
$469K +$20.6K +106 +5%
RWPA
1633
Richard W. Paul & Associates
Michigan
$468K +$27.9K +144 +6%
FCBT
1634
First Citizens Bank & Trust
North Carolina
$467K -$101K -521 -18%
GBA
1635
Garrison Bradford & Associates
New York
$466K – – –
CWM
1636
Cabot Wealth Management
Massachusetts
$466K +$7.96K +41 +2%
AB
1637
Atlas Brown
Kentucky
$465K +$29.7K +153 +7%
CFO
1638
CVA Family Office
Colorado
$464K +$54.7K +282 +13%
MCM
1639
McRae Capital Management
New Jersey
$463K – – –
NCM
1640
NCM Capital Management
New Jersey
$460K -$1.55K -8 -0.3%
GHA
1641
GW Henssler & Associates
Georgia
$459K +$20.2K +104 +5%
MIM
1642
Morningstar Investment Management
Illinois
$459K – – –
APP
1643
Avantax Planning Partners
Iowa
$458K -$403K -2,079 -47%
3F
1644
360 Financial
Minnesota
$457K – – –
TPWA
1645
TRUE Private Wealth Advisors
Oregon
$456K – – –
FCMT
1646
Founders Capital Management (Texas)
Texas
$451K -$16.5K -85 -4%
GFP
1647
Gryphon Financial Partners
Ohio
$450K -$2.52K -13 -0.6%
FNA
1648
First National Advisers
Nebraska
$450K -$13.6K -70 -3%
G
1649
GenTrust
Florida
$449K +$449K +2,312 New
T
1650
TCWP
Ohio
$447K -$4.46K -23 -1%
64 65
66
67 68