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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 %
LAM
1976
Lifestyle Asset Management
Texas
$233K +$8.92K +46 +4%
CAL
1977
Capital Advisors Ltd
Ohio
$233K +$8.92K +46 +4%
TP
1978
Tranquility Partners
Tennessee
$233K +$233K +1,201 New
TC
1979
Trust Company
Kansas
$233K -$9.89K -51 -4%
PTC
1980
Philadelphia Trust Company
Pennsylvania
$232K – – –
CCWM
1981
Cassaday & Co Wealth Management
Virginia
$232K +$232K +1,196 New
RIM
1982
RW Investment Management
Idaho
$231K +$231K +1,193 New
SWM
1983
Shakespeare Wealth Management
Wisconsin
$231K – – –
ML
1984
Mayport LLC
Massachusetts
$230K +$230K +1,188 New
AWM
1985
Avaii Wealth Management
Wisconsin
$230K +$230K +1,185 New
CW
1986
CIC Wealth
Maryland
$229K +$5.82K +30 +3%
ONST
1987
Old North State Trust
North Carolina
$229K +$6.79K +35 +3%
AWM
1988
Act Wealth Management
Texas
$229K – – –
CA
1989
CGN Advisors
Kansas
$228K -$9.7K -50 -4%
WBC
1990
West Branch Capital
Massachusetts
$227K +$388 +2 +0.2%
PCMC
1991
Private Capital Management (Colorado)
Colorado
$226K +$226K +1,164 New
ET
1992
Equitable Trust
Tennessee
$225K +$225K +1,160 New
PCI
1993
Planning Center Inc
Illinois
$225K -$5.73K -30 -2%
AFAS
1994
Acorn Financial Advisory Services
Virginia
$224K -$43.7K -225 -16%
ECG
1995
Edge Capital Group
Georgia
$223K -$14.2K -73 -6%
FC
1996
Fulcrum Capital
Washington
$223K +$223K +1,151 New
BDFN
1997
Bond & Devick Financial Network
Minnesota
$223K +$223K +1,151 New
CRC
1998
Curi RMB Capital
Illinois
$222K +$222K +1,145 New
JCM
1999
Jacobsen Capital Management
Utah
$222K +$222K +1,143 New
HIC
2000
Holderness Investments Company
North Carolina
$221K +$221K +1,142 New
78 79
80
81 82