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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 %
LJHT
1876
Laurie J. Hall Trustee
$282K -$9.72K -50 -3%
GWS
1877
Glassman Wealth Services
Virginia
$282K +$21.1K +109 +8%
GSIAS
1878
Garden State Investment Advisory Services
New Jersey
$281K +$582 +3 +0.2%
IG
1879
ING Group
Netherlands
$281K +$281K +1,447 New
MS
1880
Maven Securities
Jersey
$280K -$116K -597 -29%
CAI
1881
Capital Advisors Inc
Oklahoma
$280K -$4.66K -24 -2%
CWM
1882
Centurion Wealth Management
Virginia
$279K +$1.94K +10 +0.7%
EFI
1883
EHP Funds Inc
Canada
$279K -$3.88M -20,000 -93%
WP
1884
WealthSource Partners
California
$279K +$194 +1 +0.1%
SSG
1885
Summit Securities Group
New York
$278K -$472K -2,433 -63%
BMM
1886
Buffington Mohr McNeal
Idaho
$275K – – –
CRI
1887
Colonial River Investments
Virginia
$275K -$103K -532 -27%
PWA
1888
Providence Wealth Advisors
Illinois
$275K – – –
HFP
1889
Holistic Financial Partners
Indiana
$273K +$33.6K +173 +14%
TAM
1890
Tucker Asset Management
Colorado
$273K +$28.3K +146 +12%
BBA
1891
Braun-Bostich & Associates
Pennsylvania
$273K +$12.4K +64 +5%
BCM
1892
Becker Capital Management
Oregon
$273K +$8.73K +45 +3%
SFG
1893
Summit Financial Group
West Virginia
$272K – – –
MA
1894
Mezzasalma Advisors
New Jersey
$272K – – –
QCIG
1895
Quad-Cities Investment Group
Iowa
$272K +$776 +4 +0.3%
CPSC
1896
Carl P. Sherr & Co
Massachusetts
$271K +$194 +1 +0.1%
SEP
1897
Southland Equity Partners
Missouri
$271K +$6.98K +36 +3%
BFC
1898
Bedel Financial Consulting
Indiana
$270K -$5.24K -27 -2%
GCP
1899
Gill Capital Partners
Colorado
$270K – – –
DA
1900
Dillon & Associates
Michigan
$269K +$16.7K +86 +7%
74 75
76
77 78