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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 %
RAG
1726
RIA Advisory Group
Iowa
$387K +$387K +1,994 New
RWI
1727
Red Wave Investments
Pennsylvania
$387K -$3.69K -19 -0.9%
FCCM
1728
First City Capital Management
Georgia
$387K -$25.2K -140 -6%
JAG
1729
Journey Advisory Group
Kentucky
$386K +$27.9K +144 +8%
MWM
1730
Merriman Wealth Management
Washington
$385K +$6.6K +34 +2%
HC
1731
Hamilton Capital
Ohio
$385K +$102K +525 +36%
SAM
1732
Strategy Asset Managers
California
$385K -$33.8K -174 -8%
BCA
1733
Bray Capital Advisors
Florida
$382K +$1.55K +8 +0.4%
WMA
1734
Wealth Management Associates
New Jersey
$381K -$19.4K -100 -5%
PP
1735
PFS Partners
New Jersey
$381K – – –
MSFP
1736
Mark Sheptoff Financial Planning
Connecticut
$378K – – –
SFP
1737
Shepherd Financial Partners
Massachusetts
$377K +$970 +5 +0.3%
KCM
1738
KRS Capital Management
Michigan
$377K -$145K -750 -28%
RMDI
1739
R.M. Davis Inc
Maine
$376K -$44.7K -230 -11%
AT
1740
American Trust
Kentucky
$374K +$11.1K +57 +3%
HBT
1741
Heartland Bank & Trust
Illinois
$373K +$373K +1,924 New
OCBCO
1742
Oversea-Chinese Banking Corp (OCBC)
Singapore
$373K – – –
VCP
1743
Vista Capital Partners
Oregon
$372K – – –
WMS
1744
Wealth Management Solutions
Pennsylvania
$372K +$1.94K +10 +0.5%
EW
1745
Evoke Wealth
California
$372K -$12.4K -64 -3%
1WA
1746
180 Wealth Advisors
Washington
$371K -$14.2K -73 -4%
AA
1747
Alta Advisers
United Kingdom
$369K – – –
BWM
1748
Buckley Wealth Management
Nevada
$369K – – –
DCM
1749
Dudley Capital Management
Virginia
$369K +$7.57K +39 +2%
MA
1750
MONECO Advisors
Connecticut
$368K +$368K +1,899 New
68 69
70
71 72