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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 %
LIA
1901
LBMC Investment Advisors
Tennessee
$266K +$2.33K +12 +0.9%
GA
1902
Geller Advisors
New York
$266K +$266K +1,371 New
LAS
1903
LWM Advisory Services
Florida
$265K +$4.85K +25 +2%
VC
1904
Vestor Capital
Illinois
$265K -$12K -62 -4%
D
1905
Diversified
Delaware
$265K +$1.55K +8 +0.6%
AA
1906
Auxano Advisors
Washington
$264K – – –
EFM
1907
E Fund Management
China
$264K -$9.32K -48 -3%
AGC
1908
Aspen Grove Capital
Colorado
$264K +$264K +1,359 New
ETIA
1909
Epic Trust Investment Advisors
Washington
$264K +$33K +170 +14%
WP
1910
WealthPLAN Partners
Nebraska
$263K -$112K -577 -30%
BA
1911
Bluesphere Advisors
Pennsylvania
$263K -$45.2K -233 -15%
EM
1912
ELCO Management
New York
$263K – – –
NC
1913
NBW Capital
Massachusetts
$262K +$32.2K +166 +14%
SRC
1914
Shufro Rose & Co
New York
$262K -$146K -753 -36%
ROTUOC
1915
Regents of the University of California
California
$262K – – –
WQ
1916
Wealth Quarterback
New Jersey
$260K -$9.12K -47 -3%
HHGA
1917
Halbert Hargrove Global Advisors
California
$260K +$36.1K +186 +16%
WCM
1918
Wedge Capital Management
North Carolina
$259K +$1.16K +6 +0.5%
NFSG
1919
Newbridge Financial Services Group
Florida
$259K -$21.1K -109 -8%
NWM
1920
Northwest Wealth Management
Iowa
$259K +$32.6K +168 +14%
OHWA
1921
Oak Hill Wealth Advisors
Virginia
$259K – – –
QFA
1922
Quantum Financial Advisors
California
$258K – – –
ISWM
1923
Independent Solutions Wealth Management
New York
$257K -$3.49K -18 -1%
PFA
1924
Petra Financial Advisors
Colorado
$257K +$257K +1,326 New
HFW
1925
Horizon Family Wealth
Illinois
$257K +$9.5K +49 +4%
75 76
77
78 79