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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 %
WG
2001
Welch Group
Alabama
$221K +$221K +1,139 New
FFA
2002
Farther Finance Advisors
California
$220K -$1.16K -6 -0.5%
CA
2003
Crewe Advisors
Utah
$220K -$24.4K -126 -10%
AG
2004
Ascent Group
Virginia
$220K +$220K +1,133 New
WDG
2005
Wealth Dimensions Group
Ohio
$220K +$220K +1,133 New
IWN
2006
Independent Wealth Network
Iowa
$219K +$219K +1,128 New
TIM
2007
Tevis Investment Management
Texas
$218K +$218K +1,126 New
SIS
2008
Sound Income Strategies
Florida
$218K -$3.88K -20 -2%
CYG
2009
Clean Yield Group
Vermont
$217K -$1.94K -10 -0.9%
GAA
2010
Global Assets Advisory
Florida
$216K +$216K +1,112 New
FOA
2011
Five Oceans Advisors
California
$216K +$216K +1,112 New
HWA
2012
HHM Wealth Advisors
Tennessee
$214K +$20.2K +104 +10%
WFG
2013
Wills Financial Group
Virginia
$213K +$213K +1,100 New
ATFA
2014
All Terrain Financial Advisors
Minnesota
$213K +$213K +1,100 New
HZ
2015
Hixon Zuercher
Ohio
$213K +$213K +1,100 New
AIM
2016
AMI Investment Management
Indiana
$213K +$213K +1,100 New
GFPC
2017
Global Financial Private Client
Florida
$213K +$10.8K +56 +5%
CBFP
2018
Cedar Brook Financial Partners
Ohio
$212K +$212K +1,092 New
CHA
2019
Carmichael Hill & Associates
Maryland
$212K – – –
EDRH
2020
Edmond de Rothschild Holding
Switzerland
$211K -$129K -663 -38%
1W
2021
1776 Wealth
Georgia
$211K +$211K +1,088 New
MCP
2022
Mirador Capital Partners
California
$211K +$211K +1,088 New
FA
2023
Faithward Advisors
Pennsylvania
$211K +$211K +1,239 New
NFP
2024
Narus Financial Partners
Utah
$211K +$211K +1,087 New
FL
2025
Fort LP
Maryland
$209K +$209K +1,079 New
79 80
81
82 83