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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 %
MHR
1801
Matthew Hamilton Rosenberg
$334K – – –
CIC
1802
Chase Investment Counsel
Virginia
$333K +$18.4K +95 +6%
MKC
1803
M. Kraus & Co
Vermont
$333K -$3.3K -17 -1%
SL
1804
Salomon & Ludwin
Virginia
$332K -$6.98K -36 -2%
WSC
1805
Wellington Shields & Co
New York
$331K – – –
SMWM
1806
Silvia McColl Wealth Management
California
$330K – – –
TCOK
1807
Trust Company of Kansas
Kansas
$329K -$13.6K -70 -4%
LWM
1808
Lodestone Wealth Management
Washington
$328K +$194 +1 +0.1%
NC
1809
NovaPoint Capital
Georgia
$328K -$25.8K -133 -7%
WR
1810
WD Rutherford
Oregon
$327K – – –
MGIM
1811
M&G Investment Management
United Kingdom
$327K – – –
MC
1812
Montag & Caldwell
Georgia
$326K – – –
IAM
1813
Innovis Asset Management
Illinois
$326K +$15.7K +81 +5%
VAM
1814
Verity Asset Management
North Carolina
$325K -$4.07K -21 -1%
WB
1815
West Bancorporation
Iowa
$325K -$13.6K -70 -4%
T
1816
TNF
Montana
$324K -$15.8K -88 -5%
AC
1817
ASB Consultores
Florida
$322K -$776 -4 -0.2%
AL
1818
Aspiriant LLC
California
$321K +$18K +93 +6%
FSA
1819
Fort Sheridan Advisors
Illinois
$320K – – –
ACA
1820
Aspire Capital Advisors
Washington
$320K – – –
Balyasny Asset Management
1821
Balyasny Asset Management
Illinois
$316K +$316K +1,630 New
RCA
1822
Reitz Capital Advisors
Michigan
$316K -$43.6K -225 -12%
CIP
1823
Chartwell Investment Partners
Pennsylvania
$316K -$8.39M -43,297 -96%
SWP
1824
Semus Wealth Partners
Florida
$316K +$39.8K +205 +14%
BFA
1825
Beaumont Financial Advisors
Massachusetts
$315K +$3.88K +20 +1%
71 72
73
74 75