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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 %
PMFA
2051
Plante Moran Financial Advisors
Michigan
$196K -$31K -160 -14%
MG
2052
MilWealth Group
Wisconsin
$192K – – –
SWA
2053
Sutton Wealth Advisors
Florida
$188K -$256K -1,319 -58%
ADL
2054
Asset Dedication LLC
California
$187K -$1.18K -6 -0.6%
EBA
2055
Eagle Bay Advisors
New York
$186K -$20K -103 -10%
WIM
2056
Westside Investment Management
California
$184K – – –
AIP
2057
Ahrens Investment Partners
Louisiana
$180K +$180K +929 New
PAM
2058
Paradigm Asset Management
New York
$179K -$9.7K -50 -5%
TFA
2059
Toth Financial Advisory
Virginia
$178K +$29.5K +152 +20%
BCMLT
2060
Beacon Capital Management LLC (Tennessee)
Tennessee
$178K – – –
PH
2061
Pinnacle Holdings
Oklahoma
$176K +$2.91K +15 +2%
TWP
2062
TFO Wealth Partners
Ohio
$169K +$168K +867 +43,350%
LF
2063
Lee Financial
Texas
$168K +$6.79K +35 +4%
C
2064
Covestor
United Kingdom
$166K +$4.27K +22 +3%
HB
2065
Horizon Bancorp
Indiana
$165K -$4.47K -23 -3%
BA
2066
Bellwether Advisors
Nebraska
$165K – – –
AA
2067
Addison Advisors
Vermont
$164K +$17.1K +88 +12%
RCG
2068
Rock Creek Group
District of Columbia
$163K +$47.5K +245 +41%
MA
2069
MCF Advisors
Kentucky
$163K +$52K +268 +47%
CWM
2070
CarsonAllaria Wealth Management
Illinois
$157K +$777 +4 +0.5%
KC
2071
Kenfarb & Co
Kentucky
$155K -$38.8K -200 -20%
RA
2072
Rise Advisors
New York
$144K +$42.9K +221 +42%
FFA
2073
Fairfield Financial Advisors
Massachusetts
$144K -$14.5K -76 -9%
AT
2074
Avalon Trust
New Mexico
$143K +$143K +740 New
PAG
2075
Paladin Advisory Group
Iowa
$142K +$142K +733 New
81 82
83
84 85