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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 %
WAM
2026
WNY Asset Management
New York
$209K +$209K +1,078 New
VC
2027
Veracity Capital
Georgia
$209K +$209K +1,077 New
JC
2028
JB Capital
Connecticut
$208K +$208K +1,075 New
TWP
2029
Tempus Wealth Planning
California
$208K -$16.3K -84 -7%
RZH
2030
Relyea Zuckerberg Hanson
Connecticut
$208K +$208K +1,070 New
CNB
2031
Camden National Bank
Maine
$207K +$207K +1,069 New
GCA
2032
Gradient Capital Advisors
California
$207K +$207K +1,067 New
MWP
2033
Meredith Wealth Planning
Illinois
$207K +$207K +1,066 New
BA
2034
Bard Associates
Illinois
$206K +$206K +1,064 New
TCM
2035
True Capital Management
California
$205K +$205K +1,057 New
TC
2036
Trilogy Capital
California
$205K +$205K +1,057 New
CHP
2037
Cable Hill Partners
Oregon
$204K +$204K +1,054 New
SIMG
2038
Sonora Investment Management Group
Arizona
$204K -$28.3K -146 -12%
SIM
2039
SSI Investment Management
California
$203K -$52.4K -270 -20%
CB
2040
CNB Bank
Pennsylvania
$203K +$43.5K +224 +27%
MCM
2041
MV Capital Management
Maryland
$203K +$21.7K +112 +12%
KA
2042
Kooman & Associates
Pennsylvania
$203K +$203K +1,046 New
DA
2043
Doliver Advisors
Texas
$203K +$203K +1,046 New
IFAM
2044
Institutional & Family Asset Management
Colorado
$202K +$19.6K +101 +11%
BOSSRA
2045
B.O.S.S. Retirement Advisors
Utah
$202K +$202K +1,040 New
GPA
2046
Garrison Point Advisors
California
$202K +$202K +1,040 New
IAP
2047
Indie Asset Partners
Indiana
$201K -$38.6K -199 -16%
WIP
2048
WealthCare Investment Partners
Rhode Island
$201K +$201K +1,036 New
MIA
2049
Milestone Investment Advisors
Wisconsin
$201K +$201K +1,034 New
BA
2050
Ballast Advisors
Minnesota
$200K +$200K +1,032 New
80 81
82
83 84