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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 %
Jones Financial Companies
1651
Jones Financial Companies
Missouri
$446K +$33.2K +171 +8%
FPA
1652
First Pacific Advisors
California
$446K – – –
AWM
1653
Aries Wealth Management
Maine
$445K – – –
AC
1654
Avestar Capital
New York
$445K +$71K +366 +19%
E
1655
ETFidea
New York
$443K – – –
CAM
1656
Cozad Asset Management
Illinois
$442K – – –
PMEF
1657
Point72 Middle East FZE
United Arab Emirates
$441K +$147K +759 +50%
CWM
1658
Curi Wealth Management
North Carolina
$441K +$1.16K +6 +0.3%
FMP
1659
Financial Management Professionals
Texas
$441K +$36.8K +190 +9%
BWP
1660
Balboa Wealth Partners
Arizona
$440K -$3.69K -19 -0.8%
UAML
1661
US Asset Management LLC
Pennsylvania
$438K -$2.33K -12 -0.5%
ANBT
1662
American National Bank & Trust
Texas
$436K -$596K -3,072 -58%
TWM
1663
Tradition Wealth Management
Minnesota
$435K +$203K +1,047 +88%
LIM
1664
Leavell Investment Management
Alabama
$434K -$9.7K -50 -2%
ORC
1665
O'Rourke & Company
Massachusetts
$434K +$777 +4 +0.2%
TAM
1666
Titleist Asset Management
Texas
$433K +$433K +2,233 New
MW
1667
MBL Wealth
North Carolina
$432K +$432K +2,226 New
MHS
1668
M Holdings Securities
Oregon
$430K -$32.4K -167 -7%
CWM
1669
Cahaba Wealth Management
Georgia
$429K -$2.13K -11 -0.5%
RPWA
1670
Regent Peak Wealth Advisors
Georgia
$429K -$8.15K -42 -2%
BO
1671
Bank OZK
Arkansas
$427K -$11.4K -59 -3%
TT
1672
TI-Trust
Illinois
$427K – – –
VI
1673
Versor Investments
New York
$427K +$77.6K +400 +22%
FHC
1674
First Heartland Consultants
Missouri
$426K +$31.4K +162 +8%
Cohen & Steers
1675
Cohen & Steers
New York
$426K +$78.8K +406 +23%
65 66
67
68 69