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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
$2.88B
2
CWP
Capital Wealth Planning
Florida
$255M
3
Bank of America
Bank of America
North Carolina
$3.34B
4
Capital Research Global Investors
Capital Research Global Investors
California
$491M
5
Federated Hermes
Federated Hermes
Pennsylvania
$369M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$8.73M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01B
3
BlackRock
BlackRock
New York
$10.8B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
5
Capital International Investors
Capital International Investors
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
176
Guggenheim Capital
Illinois
$46.5M +$8.22M +42,375 +21%
Impax Asset Management Group
177
Impax Asset Management Group
United Kingdom
$45.9M -$13.4M -69,111 -23%
AAM
178
Advisors Asset Management
Colorado
$45.4M -$2.15M -11,089 -5%
MPI
179
Mairs & Power Inc
Minnesota
$44.5M -$2.11M -10,888 -5%
LBA
180
Letko, Brosseau & Associates
Quebec, Canada
$43.7M -$1.51M -7,776 -3%
SO
181
STRS Ohio
Ohio
$43.1M +$115K +595 +0.3%
Creative Planning
182
Creative Planning
Kansas
$43M +$508K +2,620 +1%
AA
183
ALPS Advisors
Colorado
$43M -$2.52M -12,976 -6%
AIA
184
Avalon Investment & Advisory
Texas
$42.8M -$825K -4,253 -2%
William Blair & Company
185
William Blair & Company
Illinois
$42.6M +$322K +1,659 +0.8%
VMPIC
186
Varma Mutual Pension Insurance Co
Finland
$42.1M – – –
Retirement Systems of Alabama
187
Retirement Systems of Alabama
Alabama
$41.8M -$3.51M -18,091 -8%
MIM
188
MetLife Investment Management
New Jersey
$41.6M -$425K -2,193 -1%
FRAF
189
Första AP-fonden
Sweden
$41M -$3.63M -18,700 -8%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$41M -$1.26M -6,495 -3%
AB
191
Amalgamated Bank
New York
$39.9M +$1.3M +6,723 +3%
OAM
192
Oppenheimer Asset Management
New York
$39.7M +$2.36M +12,156 +6%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$39.2M +$1.96M +10,106 +5%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$39.2M -$850K -4,383 -2%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$38.9M -$326K -978 -0.8%
SOMRS
196
State of Michigan Retirement System
Michigan
$38.9M +$407K +2,100 +1%
CI
197
Conning Inc
Connecticut
$38.7M +$365K +1,886 +1%
ASRS
198
Arizona State Retirement System
Arizona
$38.7M -$26.6K -137 -0.1%
ATN
199
AMF Tjänstepension
Sweden
$38.5M – – –
CPSAC
200
Chas P. Smith & Associates (CPS)
Florida
$38.2M +$469K +2,416 +1%
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