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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 %
ACP
1926
Aveo Capital Partners
Colorado
$257K -$970 -5 -0.4%
AF
1927
Apexium Financial
Texas
$256K +$256K +1,319 New
6F
1928
626 Financial
Michigan
$256K -$76.7K -395 -23%
1IA
1929
1834 Investment Advisors
Wisconsin
$256K +$256K +1,318 New
WA
1930
WBH Advisory
Maryland
$255K +$255K +1,314 New
FWA
1931
FSM Wealth Advisors
Ohio
$254K +$1.75K +9 +0.7%
AMCA
1932
Arthur M. Cohen & Associates
Illinois
$253K – – –
SI
1933
Saxon Interests
Texas
$253K +$253K +1,302 New
AWM
1934
Angeles Wealth Management
California
$252K +$1.75K +9 +0.7%
NRC
1935
New Republic Capital
North Carolina
$252K +$252K +1,300 New
WE
1936
Wealth Effects
Massachusetts
$252K – – –
CD
1937
Chapin Davis
Maryland
$251K +$251K +1,294 New
TIA
1938
Tiemann Investment Advisors
California
$251K -$10.7K -55 -4%
HI
1939
Hudock Inc
Pennsylvania
$251K +$1.36K +7 +0.5%
BBW
1940
Blue Barn Wealth
Utah
$249K -$38.8K -200 -13%
APG
1941
Abacus Planning Group
South Carolina
$249K +$6.79K +35 +3%
HWA
1942
Heartwood Wealth Advisors
Virginia
$249K +$25.4K +131 +11%
LB
1943
Leo Brokerage
Texas
$248K +$248K +1,276 New
DAM
1944
Derbend Asset Management
Georgia
$246K +$2.13K +11 +0.9%
MWP
1945
Madison Wealth Partners
Wisconsin
$246K +$1.55K +8 +0.6%
KFI
1946
Key Financial Inc
Pennsylvania
$246K – – –
CST
1947
Charles Schwab Trust
Nevada
$245K +$245K +1,263 New
MFS
1948
Mirabella Financial Services
United Kingdom
$244K +$244K +1,260 New
SF
1949
Symphony Financial
Texas
$244K -$4.4K -23 -2%
CCFM
1950
Clear Creek Financial Management
Washington
$244K +$244K +1,257 New
76 77
78
79 80