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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 %
BBNB
1851
Baker Boyer National Bank
Washington
$300K -$108K -556 -26%
BLC
1852
Brown, Lisle/Cummings
Rhode Island
$298K +$19.4K +100 +7%
CFC
1853
Coyle Financial Counsel
Illinois
$298K +$970 +5 +0.3%
EWM
1854
EPG Wealth Management
Georgia
$297K +$776 +4 +0.3%
EL
1855
Essex LLC
Illinois
$296K – – –
DIA
1856
Davidson Investment Advisors
Montana
$294K – – –
EFG
1857
Everhart Financial Group
Ohio
$294K +$55.1K +284 +23%
DU
1858
Delphia (USA)
Ontario, Canada
$293K +$293K +1,510 New
TCM
1859
Teza Capital Management
Illinois
$292K -$462K -2,379 -61%
CFA
1860
CWS Financial Advisors
Michigan
$292K +$49.5K +255 +20%
RB
1861
Renasant Bank
Mississippi
$292K +$292K +1,505 New
RC
1862
RBO & Co
California
$291K – – –
Dodge & Cox
1863
Dodge & Cox
California
$291K +$291K +1,500 New
BCP
1864
Berkeley Capital Partners
Georgia
$290K +$970 +5 +0.3%
MIC
1865
Means Investment Company
Maine
$287K +$2.91K +15 +1%
CFA
1866
Compass Financial Advisors
Indiana
$286K +$776 +4 +0.3%
FAG
1867
Fortitude Advisory Group
Washington
$285K +$5.63K +29 +2%
SMH
1868
Sanders Morris Harris
Texas
$285K +$285K +1,470 New
PWP
1869
Perfromance Wealth Partners
Illinois
$285K -$9.89K -51 -3%
FNFDCM
1870
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$285K -$99.2K -512 -26%
AFT
1871
Alpha Family Trust
California
$284K – – –
HIC
1872
Harvey Investment Company
Kentucky
$283K – – –
SFG
1873
Sunburst Financial Group
Alabama
$283K -$17.7K -91 -6%
FPWM
1874
FSB Premier Wealth Management
Iowa
$282K +$282K +1,455 New
BOPW
1875
Brandywine Oak Private Wealth
Pennsylvania
$282K -$5.24K -27 -2%
73 74
75
76 77