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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 %
CM
2076
Capula Management
Cayman Islands
$136K -$22.4M -115,458 -99%
MAWCM
2077
Mine & Arao Wealth Creation & Management
California
$136K +$388 +2 +0.3%
WAM
2078
Wolverine Asset Management
Illinois
$135K -$647K -3,334 -83%
MTIC
2079
Missouri Trust & Investment Company
Missouri
$133K – – –
TFGT
2080
TS Financial Group (TSFG)
Illinois
$129K +$387 +2 +0.3%
CT
2081
Clearstead Trust
Maine
$127K -$3.49K -18 -3%
FCB
2082
First Command Bank
Texas
$126K +$11.4K +59 +10%
FCFS
2083
First Command Financial Services
Texas
$126K +$11.4K +59 +10%
WB
2084
Webster Bank
Connecticut
$126K -$37.6K -194 -23%
WOC
2085
West Oak Capital
California
$124K +$92.1K +475 +286%
IWP
2086
IAG Wealth Partners
Wisconsin
$124K – – –
EI
2087
Ellevest Inc
New York
$123K -$14.4K -74 -10%
GPI
2088
General Partner Inc
Pennsylvania
$121K +$9.1K +47 +8%
JWM
2089
Janiczek Wealth Management
Colorado
$118K -$14.5K -75 -11%
USGIU
2090
U.S. Global Investors (USGI)
Texas
$117K -$37.8K -195 -24%
TF
2091
TimeScale Financial
Massachusetts
$116K +$69.7K +359 +150%
HCM
2092
Highlander Capital Management
New Jersey
$116K – – –
HFS
2093
HBC Financial Services
Washington
$115K +$192 +1 +0.2%
HGERS
2094
Householder Group Estate & Retirement Specialist
Arizona
$113K +$113K +583 New
TFM
2095
TFC Financial Management
Massachusetts
$113K +$1.75K +9 +2%
CWC
2096
Carolinas Wealth Consulting
North Carolina
$110K +$21.2K +109 +24%
JFA
2097
JNBA Financial Advisors
Minnesota
$109K +$3.11K +16 +3%
WIM
2098
WealthPlan Investment Management
Nebraska
$109K -$267K -1,375 -71%
AP
2099
Arlington Partners
Alabama
$106K +$95.8K +494 +932%
CH
2100
Canton Hathaway
Rhode Island
$103K – – –
82 83
84
85 86