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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 %
HBW
1826
Hazlett, Burt & Watson
West Virginia
$314K -$18.2K -94 -5%
FCA
1827
FinTrust Capital Advisors
South Carolina
$314K – – –
PWP
1828
Pursue Wealth Partners
California
$314K – – –
CSC
1829
Caldwell Sutter Capital
California
$313K +$259K +1,335 +477%
OPCM
1830
Osborne Partners Capital Management
California
$313K -$5.82K -30 -2%
LA
1831
LexAurum Advisors
Kansas
$312K -$3.69K -19 -1%
RPCONE
1832
Retirement Planning Company of New England
Rhode Island
$312K +$2.72K +14 +0.9%
SWA
1833
Sax Wealth Advisors
New Jersey
$311K -$194 -1 -0.1%
GAB
1834
German American Bancorp
Indiana
$311K – – –
TWA
1835
TCI Wealth Advisors
Arizona
$311K +$24.8K +128 +9%
KA
1836
Kercheville Advisors
Texas
$311K – – –
IPW
1837
Invictus Private Wealth
Colorado
$310K +$11.6K +60 +4%
TWP
1838
Transparent Wealth Partners
Arkansas
$309K +$2.72K +14 +0.9%
AWP
1839
Abacus Wealth Partners
California
$309K +$309K +1,759 New
EWA
1840
Encompass Wealth Advisors
Oregon
$309K -$61.5K -317 -17%
CIC
1841
Chilton Investment Company
Connecticut
$309K – – –
OAM
1842
Oak Asset Management
California
$309K +$25.2K +130 +9%
QC
1843
Quent Capital
New York
$308K +$6.58K +34 +2%
LNWTC
1844
Laird Norton Wetherby Trust Company
Washington
$306K – – –
ACM
1845
AlphaStar Capital Management
North Carolina
$304K – – –
QPWM
1846
Quadrant Private Wealth Management
Pennsylvania
$302K -$9.7K -50 -3%
CHAM
1847
Clear Harbor Asset Management
Connecticut
$301K +$301K +1,554 New
PSP
1848
Pacific Sage Partners
Washington
$301K +$1.16K +6 +0.4%
BCM
1849
Boltwood Capital Management
California
$301K +$12.8K +66 +4%
AA
1850
Aire Advisors
California
$300K -$9.71K -50 -3%
72 73
74
75 76