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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
$2.88B
2
CWP
Capital Wealth Planning
Florida
$255M
3
Bank of America
Bank of America
North Carolina
$3.34B
4
Capital Research Global Investors
Capital Research Global Investors
California
$491M
5
Federated Hermes
Federated Hermes
Pennsylvania
$369M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$8.73M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01B
3
BlackRock
BlackRock
New York
$10.8B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
5
Capital International Investors
Capital International Investors
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
151
Aviva
United Kingdom
$61.2M +$228K +1,176 +0.4%
MHI
152
Miller Howard Investments
New York
$60.1M +$2.19M +11,274 +4%
TD Asset Management
153
TD Asset Management
Ontario, Canada
$58.9M +$555K +2,861 +1%
DCM
154
Donaldson Capital Management
Indiana
$58.6M +$52.9M +272,717 +936%
Asset Management One
155
Asset Management One
Japan
$58.5M -$413K -2,131 -0.7%
RCM
156
RNC Capital Management
California
$58.1M +$10M +51,736 +21%
Cerity Partners
157
Cerity Partners
New York
$56M +$3.61M +18,029 +7%
PI
158
PFS Investments
Georgia
$55.3M +$13.5M +71,336 +32%
EIC
159
Equity Investment Corp
Georgia
$55M +$2.67M +13,768 +5%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$54M +$1.26M +6,484 +2%
ICG
161
InterOcean Capital Group
Tennessee
$53.2M +$3.01M +15,527 +6%
GIA
162
Gateway Investment Advisers
Ohio
$53.1M +$378K +1,950 +0.7%
NA
163
NewEdge Advisors
Louisiana
$52M +$3.68M +19,004 +8%
KBC Group
164
KBC Group
Belgium
$50.9M +$6.6M +34,018 +15%
AAM
165
Ardevora Asset Management
United Kingdom
$50.6M +$2.7M +13,900 +6%
Ensign Peak Advisors
166
Ensign Peak Advisors
Utah
$50.5M +$3.76M +19,394 +8%
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$50.1M +$562K +2,898 +1%
Swedbank
168
Swedbank
Sweden
$50M +$2.63M +13,574 +6%
MIS
169
Morningstar Investment Services
Illinois
$49.4M +$2.22M +11,610 +5%
CI
170
Cambiar Investors
Colorado
$48.7M -$388K -1,999 -0.8%
RPI
171
Railway Pension Investments
United Kingdom
$48.6M +$3.8M +19,600 +8%
RFC
172
Regions Financial Corp
Alabama
$48.6M +$33.9K +175 +0.1%
Handelsbanken Fonder
173
Handelsbanken Fonder
Sweden
$47.9M +$2.75M +14,180 +6%
Natixis Advisors
174
Natixis Advisors
Massachusetts
$47.8M +$5.6M +28,842 +13%
D.E. Shaw & Co
175
D.E. Shaw & Co
New York
$46.9M -$17.7M -91,275 -27%
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