UPS icon

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
$2.88B
2
CWP
Capital Wealth Planning
Florida
$255M
3
Bank of America
Bank of America
North Carolina
$3.34B
4
Capital Research Global Investors
Capital Research Global Investors
California
$491M
5
Federated Hermes
Federated Hermes
Pennsylvania
$369M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$8.73M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01B
3
BlackRock
BlackRock
New York
$10.8B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
5
Capital International Investors
Capital International Investors
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
201
American International Group
New York
$37M +$138K +712 +0.4%
BPWM
202
Badgley Phelps Wealth Managers
Washington
$36.6M +$345K +1,777 +1%
CS
203
Candriam SCA
Luxembourg
$36.6M +$1.98M +11,090 +6%
UIM
204
USS Investment Management
United Kingdom
$36.2M +$418K +2,157 +1%
CAN
205
Cetera Advisor Networks
California
$36.2M +$4.98M +25,680 +16%
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$35.7M +$6.91M +35,623 +24%
KeyBank National Association
207
KeyBank National Association
Ohio
$35.6M -$578K -2,979 -2%
DADC
208
D.A. Davidson & Co
Montana
$35.3M +$2.11M +10,909 +6%
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
$35.2M +$437K +2,251 +1%
MAMU
210
Marathon Asset Management (UK)
United Kingdom
$35.1M -$5.33M -27,463 -13%
TAM
211
Trillium Asset Management
Massachusetts
$35.1M -$411K -2,273 -1%
RJT
212
Raymond James Trust
Florida
$35M +$667K +3,440 +2%
Brown Advisory
213
Brown Advisory
Maryland
$34.9M +$2.66M +13,716 +8%
VRS
214
Virginia Retirement Systems
Virginia
$34.6M +$14.9M +76,772 +75%
DAM
215
Delta Asset Management
Tennessee
$34.5M -$22.3K -115 -0.1%
DP
216
Dearborn Partners
Illinois
$34.4M +$729K +3,760 +2%
EWA
217
EP Wealth Advisors
California
$34.4M +$31.2M +155,236 +999%
LCAM
218
London & Capital Asset Management
United Kingdom
$33.8M -$4.44M -22,878 -12%
DnB Asset Management
219
DnB Asset Management
Norway
$33.7M +$199K +1,024 +0.6%
WW
220
Westshore Wealth
California
$33.7M -$160K -823 -0.5%
NIM
221
Nexus Investment Management
Ontario, Canada
$33M -$72.7K -375 -0.2%
X
222
Xponance
Pennsylvania
$32.9M +$533K +2,749 +2%
BNP Paribas Asset Management
223
BNP Paribas Asset Management
France
$32.7M +$858K +4,424 +3%
Mirae Asset Global Investments
224
Mirae Asset Global Investments
South Korea
$32.3M +$3.1M +15,989 +11%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$32.2M -$1.29M -6,649 -4%
7 8
9
10 11