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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 %
FEM
1951
Fulcrum Equity Management
Texas
$244K +$244K +1,257 New
W
1952
Wealthquest
Ohio
$243K -$23.3K -120 -9%
KWS
1953
Keystone Wealth Services
California
$243K +$1.94K +10 +0.8%
GSC
1954
Grey Street Capital
Illinois
$243K +$243K +1,252 New
NPA
1955
Nichols & Pratt Advisers
Massachusetts
$242K – – –
AWM
1956
Avior Wealth Management
Nebraska
$242K +$6.21K +32 +3%
XT
1957
XTX Topco
Cayman Islands
$242K +$242K +1,246 New
MAM
1958
Meeder Asset Management
Ohio
$242K -$379K -1,956 -61%
PB
1959
Pinnacle Bancorp
Nebraska
$241K – – –
FPB
1960
First PREMIER Bank
South Dakota
$241K -$14.5K -75 -6%
NCM
1961
Northside Capital Management
Oregon
$241K -$72.7K -375 -23%
ACM
1962
AUA Capital Management
Pennsylvania
$240K – – –
AIA
1963
Angeles Investment Advisors
California
$240K +$240K +1,236 New
BFG
1964
Berger Financial Group
Minnesota
$239K +$13.2K +68 +6%
RFA
1965
Resurgent Financial Advisors
Georgia
$239K -$171K -884 -42%
APW
1966
Aurora Private Wealth
New Jersey
$238K +$238K +1,228 New
NFG
1967
Nadler Financial Group
Illinois
$238K – – –
SDWIA
1968
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$237K +$4.27K +22 +2%
WA
1969
Wealth Architects
California
$236K +$1.16K +6 +0.5%
OWA
1970
Opal Wealth Advisors
New York
$236K +$3.3K +17 +1%
FPIS
1971
Financial Planning & Information Services
Wisconsin
$235K – – –
BPFA
1972
Barnes Pettey Financial Advisors
Mississippi
$235K – – –
Credit Agricole
1973
Credit Agricole
France
$234K -$93.3K -481 -29%
SIMG
1974
Stephens Investment Management Group
Texas
$233K – – –
EIP
1975
Ellis Investment Partners
Pennsylvania
$233K +$1.55K +8 +0.7%
77 78
79
80 81