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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 %
RFG
2176
RFP Financial Group
Georgia
$24.4K -$145K -750 -86%
FFL
2177
Financial Freedom LLC
Ohio
$24.2K – – –
CM
2178
Cornerstone Management
Georgia
$22.5K – – –
WWP
2179
WR Wealth Planners
Missouri
$22.4K +$4.25K +22 +23%
AI
2180
AdvisorShares Investments
Maryland
$22.3K +$4.46K +23 +25%
TIM
2181
Thompson Investment Management
Wisconsin
$21.1K +$21.1K +109 New
POIA
2182
Pin Oak Investment Advisors
Texas
$21K – – –
AWM
2183
AllSquare Wealth Management
New York
$20.2K – – –
AWM
2184
Abound Wealth Management
Tennessee
$19.6K +$6.42K +33 +49%
RDFA
2185
Ritter Daniher Financial Advisory
Ohio
$19.4K +$9.7K +50 +100%
Canada Pension Plan Investment Board
2186
Canada Pension Plan Investment Board
Ontario, Canada
$18.6K +$16.7K +86 +860%
OLVIG
2187
Oliver Lagore Vanvalin Investment Group
Michigan
$18K -$9.7K -50 -35%
EA
2188
Evolution Advisers
Virginia
$17K – – –
TIM
2189
Tortoise Investment Management
New York
$16.7K – – –
CG
2190
Cutler Group
California
$16K -$171K -906 -91%
CNBTD
2191
Citizens National Bank Trust Department
Mississippi
$15.5K – – –
SV
2192
Sturgeon Ventures
United Kingdom
$15.5K +$15.5K +80 New
FCA
2193
Fortis Capital Advisors
Kansas
$14.5K – – –
EAM
2194
Eukles Asset Management
Ohio
$14.2K – – –
IAS
2195
IMA Advisory Services
Colorado
$13.8K -$13.8K -71 -50%
MFG
2196
Mendota Financial Group
Wisconsin
$13.1K – – –
CMA
2197
Cedar Mountain Advisors
Oregon
$12.5K +$2.15K +11 +21%
BFPW
2198
BOK Financial Private Wealth
Colorado
$12.2K -$10.1K -52 -45%
SA
2199
SRH Advisors
Kansas
$12K – – –
MWC
2200
MBM Wealth Consultants
Missouri
$12K – – –
86 87
88
89 90