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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 %
SC
1701
SRB Corp
Massachusetts
$399K -$100K -517 -20%
FWM
1702
Forza Wealth Management
Florida
$399K +$72.6K +374 +22%
FGA
1703
Fortis Group Advisors
New Jersey
$399K +$399K +2,219 New
CIC
1704
Cutler Investment Counsel
Oregon
$397K -$38.8K -200 -9%
BMC
1705
Beaton Management Company
Massachusetts
$396K – – –
TCBWMS
1706
Texas Capital Bank Wealth Management Services
Texas
$395K -$9.89K -51 -2%
FWTB
1707
First Western Trust Bank
Colorado
$394K – – –
TSS
1708
Two Sigma Securities
New York
$394K -$77.6K -400 -16%
IWA
1709
Intercontinental Wealth Advisors
Texas
$393K +$52.8K +272 +16%
LA
1710
Lane & Associates
New Jersey
$393K -$12.4K -64 -3%
HR
1711
Howe & Rusling
New York
$392K +$970 +5 +0.2%
GWP
1712
Gateway Wealth Partners
Wisconsin
$392K +$19.4K +100 +5%
ME
1713
McIlrath & Eck
Washington
$392K +$17.8K +92 +5%
GHAM
1714
Gilman Hill Asset Management
Connecticut
$391K -$233K -1,203 -37%
IP
1715
Investment Partners
Ohio
$390K +$1.94K +10 +0.5%
LA
1716
Latitude Advisors
Florida
$390K +$52.8K +272 +16%
SN
1717
Sittner & Nelson
Oregon
$390K +$46.7K +241 +14%
SHA
1718
Seneca House Advisors
Virginia
$389K -$15.3K -79 -4%
CIA
1719
Caerus Investment Advisors
Texas
$389K – – –
BFA
1720
Benedict Financial Advisors
Georgia
$389K +$2.52K +13 +0.7%
DA
1721
Drake & Associates
Wisconsin
$389K -$23.9K -123 -6%
SFO
1722
Stokes Family Office
Louisiana
$388K +$26.6K +137 +7%
RP
1723
Rice Partnership
Hawaii
$388K – – –
PWP
1724
Private Wealth Partners
California
$388K +$388K +2,000 New
ST
1725
Smithfield Trust
Pennsylvania
$387K – – –
67 68
69
70 71