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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 %
SFCL
2151
Strengthening Families & Communities LLC
Massachusetts
$46.4K +$2.43K +436 +6%
RTC
2152
Riverview Trust Company
Washington
$42.9K +$12K +62 +39%
PSB
2153
Piscataqua Savings Bank
New Hampshire
$42.3K – – –
GC
2154
Gould Capital
Washington
$41.9K – – –
SSC
2155
Syverson Strege & Co
Iowa
$41.7K +$29.9K +154 +252%
GA
2156
GoalVest Advisory
New York
$40.4K -$5.04K -26 -11%
BWA
2157
BDO Wealth Advisors
Florida
$40K -$11.6K -60 -23%
FCT
2158
First Community Trust
Iowa
$38.6K – – –
GWM
2159
Guardian Wealth Management
Illinois
$36.4K +$387 +2 +1%
JMF
2160
Johnson Midwest Financial
Iowa
$36.2K +$387 +2 +1%
CA
2161
Centerpoint Advisors
Massachusetts
$36K +$24.2K +123 +205%
WAS
2162
Winch Advisory Services
Wisconsin
$35K +$383 +2 +1%
FRA
2163
Front Row Advisors
California
$34K – – –
AFS
2164
Annapolis Financial Services
Maryland
$33K -$194 -1 -0.6%
CCM
2165
Carderock Capital Management
Maryland
$32.4K +$32.4K +167 New
JGCM
2166
Joseph Group Capital Management
Ohio
$32K – – –
PFG
2167
Piershale Financial Group
Illinois
$31.8K +$387 +2 +1%
WAM
2168
Worth Asset Management
Texas
$31K +$11.2K +58 +57%
CMP
2169
Coston McIsaac & Partners
Maine
$30K +$2.5K +13 +9%
DSC
2170
Duncker Streett & Co
Missouri
$29.9K – – –
PP
2171
PrairieView Partners
Minnesota
$29K – – –
KFS
2172
Kelly Financial Services
Massachusetts
$27.8K +$194 +1 +0.7%
DFC
2173
DB Fitzpatrick & Co
Idaho
$25K – – –
PCFFS
2174
Pacific Center for Financial Services
California
$24.8K +$24.8K +128 New
RF
2175
Robbins Farley
New Hampshire
$24.6K – – –
85 86
87
88 89