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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 %
KP
1676
Keel Point
Alabama
$426K +$1.36K +7 +0.3%
AFG
1677
Atomi Financial Group
New York
$425K +$425K +2,190 New
EFSCE
1678
Enterprise Financial Services Corp (EFSC)
Missouri
$422K -$4.46K -23 -1%
CA
1679
Cornerstone Advisory
Maryland
$421K +$7.76K +40 +2%
SIC
1680
Salem Investment Counselors
North Carolina
$420K +$109K +561 +35%
DCM
1681
Dupont Capital Management
Delaware
$420K -$368K -1,897 -47%
BBA
1682
BLB&B Advisors
Pennsylvania
$420K +$65.2K +336 +18%
AIA
1683
Alera Investment Advisors
Illinois
$417K +$417K +2,151 New
AFP
1684
Alpha Financial Partners
Kentucky
$416K +$27K +139 +7%
CPIA
1685
Cornell Pochily Investment Advisors
New York
$414K +$10.7K +55 +3%
ACG
1686
Allen Capital Group
Nebraska
$413K +$413K +2,128 New
CBT
1687
CoreFirst Bank & Trust
Kansas
$411K -$91.2K -470 -18%
DA
1688
Detalus Advisors
Missouri
$409K – – –
TCMP
1689
Thrive Capital Management (Pennsylvania)
Pennsylvania
$409K +$152K +793 +59%
IAS
1690
Investment Advisory Services
Texas
$408K +$2.33K +12 +0.6%
3IP
1691
3Chopt Investment Partners
Virginia
$408K +$96.2K +496 +31%
Two Sigma Advisers
1692
Two Sigma Advisers
New York
$407K +$407K +2,100 New
SPWG
1693
Syntegra Private Wealth Group
Missouri
$405K +$405K +2,087 New
RWP
1694
Ridgecrest Wealth Partners
California
$404K – – –
AA
1695
AlphaMark Advisors
Kentucky
$401K -$258K -1,330 -39%
DBIA
1696
Dumont & Blake Investment Advisors
New Jersey
$401K – – –
LSPW
1697
Lake Street Private Wealth
Illinois
$401K -$15.1K -78 -4%
TIA
1698
Traphagen Investment Advisors
New Jersey
$401K -$39.8K -205 -9%
WFS
1699
Walker Financial Services
Kentucky
$400K – – –
DC
1700
Darrow Company
Massachusetts
$400K -$6.79K -35 -2%
66 67
68
69 70