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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 %
BWM
2101
Baystate Wealth Management
Massachusetts
$103K -$314K -1,616 -75%
SG Americas Securities
2102
SG Americas Securities
New York
$102K -$3.22M -16,535 -97%
ACA
2103
Atlas Capital Advisors
Wyoming
$102K – – –
CCA
2104
Column Capital Advisors
Indiana
$101K +$28.5K +147 +39%
NF
2105
Norwood Financial
Pennsylvania
$101K +$3.88K +20 +4%
LFG
2106
Larson Financial Group
Missouri
$99K – – –
TC
2107
Tacita Capital
Ontario, Canada
$98K – – –
CCM
2108
Chilton Capital Management
Texas
$97.6K +$97.6K +503 New
AWM
2109
Atticus Wealth Management
Florida
$96.4K -$74.4K -384 -44%
Commonwealth Equity Services
2110
Commonwealth Equity Services
Massachusetts
$95.9K +$1.37K +7,081 +1%
TCM
2111
TD Capital Management
Tennessee
$94.3K +$776 +4 +0.8%
SIC
2112
SJS Investment Consulting
Ohio
$93.7K +$2.13K +11 +2%
CSWM
2113
Cassady Schiller Wealth Management
Ohio
$92.9K -$2.33K -12 -2%
HIM
2114
Hillsdale Investment Management
Ontario, Canada
$90K -$67.9K -350 -43%
SOW
2115
State of Wyoming
Wyoming
$88.8K -$79.3K -409 -47%
YDMI
2116
Y.D. More Investments
Israel
$88.3K +$56.3K +290 +176%
GFL
2117
Granite FO LLC
New Hampshire
$87.6K +$71.9K +400 +460%
CB
2118
Centennial Bank
Arkansas
$87.3K – – –
BHWM
2119
Beaird Harris Wealth Management
Texas
$86.3K -$10.3K -53 -11%
SIM
2120
Studio Investment Management
Illinois
$85.4K +$62.1K +320 +267%
EIM
2121
Essex Investment Management
Massachusetts
$85.2K – – –
PVH
2122
Psagot Value Holdings
Israel
$85K +$15.1K +80 +22%
HDIM
2123
Hanson & Doremus Investment Management
Vermont
$83K -$5.22K -27 -6%
SC
2124
Schubert & Co
Texas
$79.3K +$3.49K +18 +5%
FC
2125
Family CFO
California
$77.6K – – –
83 84
85
86 87