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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 %
RI
2126
Ridgewood Investments
New Jersey
$77.2K +$77.2K +398 New
FPFS
2127
First Personal Financial Services
North Carolina
$76.8K – – –
MIM
2128
Macroview Investment Management
Maryland
$74.5K – – –
ORAM
2129
One River Asset Management
Connecticut
$74K -$1.84M -9,632 -96%
OA
2130
Operose Advisors
Wisconsin
$71.2K – – –
RDIA
2131
RE Dickinson Investment Advisors
Iowa
$71K -$26.3K -135 -27%
TAIM
2132
TD Ameritrade Investment Management
Nebraska
$70K -$22.1K -114 -24%
CIA
2133
Cascade Investment Advisors
Oregon
$68.9K +$68.9K +355 New
BCM
2134
Blume Capital Management
California
$66.9K – – –
TCWA
2135
Ten Capital Wealth Advisors
Washington
$65.8K +$28.5K +147 +77%
MFT
2136
Moisand Fitzgerald Tamayo
Florida
$65.6K – – –
EARNEST Partners
2137
EARNEST Partners
Georgia
$65.6K – – –
PO
2138
Private Ocean
California
$60.9K +$776 +4 +1%
CPA
2139
Cowen Prime Advisors
New York
$59K +$4.87K +27 +9%
MBFW
2140
Morton Brown Family Wealth
Pennsylvania
$58.2K – – –
LSV Asset Management
2141
LSV Asset Management
Illinois
$58K – – –
FP
2142
Financial Perspectives
Minnesota
$56.8K – – –
LSA
2143
Lansing Street Advisors
Pennsylvania
$55.6K +$582 +3 +1%
FFC
2144
First Financial Corp
Indiana
$55.1K – – –
TFP
2145
Tilia Fiduciary Partners
North Carolina
$54.1K – – –
JGIA
2146
Jackson Grant Investment Advisers
Connecticut
$53.9K +$7.95K +41 +17%
RA
2147
Rational Advisors
New York
$49.9K +$2.13K +11 +4%
DI
2148
Disciplined Investments
Oklahoma
$49.2K -$387 -2 -0.8%
BIA
2149
Bell Investment Advisors
California
$48.1K +$1.94K +10 +4%
MRCM
2150
M&R Capital Management
New Jersey
$48K +$4.08K +21 +9%
84 85
86
87 88