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
+$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 %
MLA
2226
MB, Levis & Associates
Pennsylvania
$4.85K – – –
LWA
2227
Lowe Wealth Advisors
Maryland
$4.85K – – –
TCA
2228
Trifecta Capital Advisors
Illinois
$4.85K – – –
HC
2229
Hoese & Co
Minnesota
$4.74K – – –
FWM
2230
Focused Wealth Management
New York
$4.68K – – –
APW
2231
Atlantic Private Wealth
North Carolina
$4.57K +$4.57K +24 New
NECFA
2232
New England Capital Financial Advisors
Connecticut
$4.45K – – –
WPWM
2233
Western Pacific Wealth Management
Illinois
$4.27K – – –
BCPWM
2234
Bradley & Co Private Wealth Management
Florida
$4.07K – – –
GWSA
2235
Global Wealth Strategies & Associates
Colorado
$3.3K – – –
PPWM
2236
PFG Private Wealth Management
Florida
$3.1K +$2.13K +11 +220%
JIR
2237
James Investment Research
Ohio
$3K – – –
CWA
2238
Clearview Wealth Advisors
Oregon
$2.91K – – –
PP
2239
Pacifica Partners
Canada
$2.82K – – –
GCM
2240
Gables Capital Management
Florida
$2.13K +$2.13K +11 New
IHWM
2241
Iron Horse Wealth Management
Iowa
$2.13K +$2.13K +11 New
KA
2242
Kozak & Associates
Colorado
$2.08K – – –
HWP
2243
Highline Wealth Partners
California
$1.94K +$582 +3 +43%
2L
2244
25 LLC
Missouri
$1.57K +$1.57K +9 New
KHC
2245
Koesten Hirschmann & Crabtree
Kansas
$1.21K +$809 +4 +200%
RG
2246
Retirement Group
California
$1K – – –
AW
2247
Avion Wealth
Texas
$1K – – –
DWA
2248
Delos Wealth Advisors
Texas
$970 – – –
IA
2249
IFS Advisors
Kansas
$969 – – –
Millennium Management
2250
Millennium Management
New York
– -$34.2M -196,525 Closed
88 89
90
91 92