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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 %
FSWA
2201
Financial Synergies Wealth Advisors
Texas
$11.6K +$9.31K +48 +400%
DCBT
2202
Dakota Community Bank & Trust
North Dakota
$11.6K – – –
TJHA
2203
Thomas J. Herzfeld Advisors
Florida
$11.3K – – –
BC
2204
Belmont Capital
California
$11.1K – – –
HWM
2205
HighMark Wealth Management
Minnesota
$10.3K – – –
CWA
2206
Core Wealth Advisors
Florida
$10.1K – – –
GFWA
2207
Grey Fox Wealth Advisors
Delaware
$10.1K +$3.69K +19 +58%
CWA
2208
Carolina Wealth Advisors
South Carolina
$9.7K – – –
KM
2209
Kalos Management
Georgia
$9.31K +$9.31K +48 New
RMC
2210
Resources Management Corp
Connecticut
$9K -$1.82M -49,708 -100%
LFA
2211
Legend Financial Advisors
Pennsylvania
$8.92K – – –
HI
2212
Hoey Investments
Pennsylvania
$8.73K – – –
JFG
2213
JDM Financial Group
Texas
$8.25K – – –
ECM
2214
Estabrook Capital Management
New York
$7.76K – – –
SC
2215
Stephens Consulting
Michigan
$7.37K – – –
FGAM
2216
Financial Gravity Asset Management
Texas
$7.11K +$1.33K +40 +23%
BAM
2217
Baldrige Asset Management
Pennsylvania
$7K +$1.29K +7 +23%
LG
2218
LAM Group
Oregon
$6.6K – – –
AP
2219
Atwood & Palmer
Missouri
$6.21K – – –
FCG
2220
Financial Connections Group
California
$6K – – –
NOI
2221
Newton One Investments
Delaware
$5.63K – – –
MAM
2222
Marquette Asset Management
Minnesota
$5.43K – – –
PA
2223
PSI Advisors
Florida
$5.43K – – –
ECM
2224
Everence Capital Management
Indiana
$5.08K -$264 -1,360 -5%
AWM
2225
Activest Wealth Management
Florida
$4.95K +$4.95K +26 New
87 88
89
90 91