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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 %
SPWM
1751
Schrum Private Wealth Management
Florida
$368K -$7.37K -38 -2%
PTP
1752
Platform Technology Partners
New York
$368K -$7.37K -38 -2%
SCA
1753
STALEY CAPITAL ADVISERS
Pennsylvania
$365K – – –
FCP
1754
Fidelis Capital Partners
Florida
$364K +$364K +2,074 New
CP
1755
Castleview Partners
Texas
$364K +$4.66K +24 +1%
S
1756
SimplyRich
California
$364K – – –
WRM
1757
Weybosset Research & Management
Rhode Island
$364K +$14.6K +75 +4%
NWM
1758
NEIRG Wealth Management
Massachusetts
$364K +$364K +1,875 New
NEWAS
1759
N.E.W. Advisory Services
Wisconsin
$364K +$3.88K +20 +1%
CC
1760
Corton Capital
Ontario, Canada
$362K +$362K +1,864 New
CFD
1761
Creative Financial Designs
Indiana
$361K -$3.49K -18 -1%
TCB
1762
Texas Capital Bancshares
Texas
$361K – – –
WP
1763
WMS Partners
Maryland
$361K +$20.8K +107 +6%
WFI
1764
West Family Investments
California
$360K +$33.9K +175 +10%
AIM
1765
Avity Investment Management
Connecticut
$359K +$359K +1,849 New
BFA
1766
Bill Few Associates
Pennsylvania
$358K +$58.2K +300 +19%
SAM
1767
Sompo Asset Management
Japan
$357K +$9.7K +50 +3%
AAP
1768
Arax Advisory Partners
Colorado
$357K -$18.2K -94 -5%
LB
1769
Legacy Bridge
Iowa
$357K – – –
PRWA
1770
Platte River Wealth Advisors
Colorado
$356K – – –
TLA
1771
Tanglewood Legacy Advisors
Texas
$356K – – –
SSWM
1772
Strait & Sound Wealth Management
California
$355K – – –
SWM
1773
Sugarloaf Wealth Management
Georgia
$354K -$21.3K -110 -6%
HWM
1774
HFR Wealth Management
New York
$353K -$22.5K -116 -6%
KWA
1775
KCS Wealth Advisory
California
$353K -$196K -1,011 -36%
69 70
71
72 73