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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 %
CFO
1776
Callan Family Office
Pennsylvania
$352K +$352K +1,814 New
SAM
1777
Secure Asset Management
Michigan
$351K +$2.33K +12 +0.7%
CIA
1778
Cladis Investment Advisory
Montana
$349K – – –
GIM
1779
Goelzer Investment Management
Indiana
$348K -$19.4K -100 -5%
FH
1780
FWG Holdings
Florida
$347K +$347K +1,791 New
FCA
1781
FLC Capital Advisors
California
$347K – – –
FFP
1782
FourThought Financial Partners
Florida
$347K -$49.3K -254 -12%
WSCM
1783
Wellington Shields Capital Management
New York
$345K – – –
Verition Fund Management
1784
Verition Fund Management
Connecticut
$345K -$2.13M -10,976 -86%
RWA
1785
Rainsberger Wealth Advisors
Colorado
$343K – – –
BAM
1786
Bellevue Asset Management
Washington
$343K -$48.5K -250 -12%
WA
1787
Wealth Advisors
California
$343K – – –
MCC
1788
Money Concepts Capital
Florida
$342K -$6.76M -34,800 -95%
GG
1789
Greenwood Gearhart
Arkansas
$342K -$18K -93 -5%
VC
1790
Vicus Capital
Pennsylvania
$340K +$18.6K +96 +6%
UF
1791
Univest Financial
Pennsylvania
$340K +$388 +2 +0.1%
PTC
1792
Petrus Trust Company
Texas
$339K +$339K +1,750 New
SW
1793
Simplicity Wealth
New Jersey
$339K -$582 -3 -0.2%
LAM
1794
L2 Asset Management
Massachusetts
$339K +$14.5K +75 +4%
AWM
1795
Accel Wealth Management
Iowa
$338K -$19.8K -102 -6%
KCFA
1796
Key Client Fiduciary Advisors
New Jersey
$337K +$6.4K +33 +2%
VWM
1797
Vigilare Wealth Management
Arizona
$337K +$388 +2 +0.1%
MPW
1798
MA Private Wealth
California
$336K -$212K -1,091 -39%
SRC
1799
Sage Rhino Capital
California
$336K +$25.8K +133 +8%
SAG
1800
Spotlight Asset Group
Illinois
$335K +$335K +2,026 New
70 71
72
73 74