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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 %
NAG
2276
Northstar Advisory Group
New Jersey
– -$595K -3,422 Closed
CCA
2277
Childress Capital Advisors
Texas
– -$573K -3,299 Closed
PI
2278
Parkside Investments
Illinois
– -$543K -3,125 Closed
TCWM
2279
Total Clarity Wealth Management
Illinois
– -$522K -3,005 Closed
GA
2280
GraniteShares Advisors
New York
– -$472K -2,714 Closed
DTL
2281
Dynamic Technology Lab
Singapore
– -$444K -2,552 Closed
DS
2282
DRW Securities
Illinois
– -$434K -2,494 Closed
AWA
2283
Aletheian Wealth Advisors
Washington
– -$413K -2,378 Closed
WCM
2284
WealthBridge Capital Management
Ohio
– -$409K -2,353 Closed
AWC
2285
Adamsbrown Wealth Consultants
Kansas
– -$392K -2,253 Closed
CLOS
2286
Compagnie Lombard Odier SCmA
Switzerland
– -$390K -2,242 Closed
EGM
2287
Engineers Gate Manager
New York
– -$389K -2,237 Closed
AFM
2288
Andesa Financial Management
Pennsylvania
– -$378K -2,176 Closed
CAG
2289
Crestwood Advisors Group
Massachusetts
– -$369K -2,123 Closed
FI
2290
FIDELIS iM
Oregon
– -$348K -2,000 Closed
GH
2291
GAM Holding
Switzerland
– -$322K -1,854 Closed
GA
2292
Goldstein Advisors
Wisconsin
– -$321K -1,849 Closed
BFM
2293
Boothbay Fund Management
New York
– -$317K -1,826 Closed
IA
2294
Insight Advisors
Pennsylvania
– -$316K -1,804 Closed
DA
2295
Duality Advisers
Florida
– -$303K -1,743 Closed
CCM
2296
CAAS Capital Management
New York
– -$297K -1,710 Closed
OFS
2297
OneAscent Financial Services
Alabama
– -$290K -1,670 Closed
STB
2298
S&T Bank
Pennsylvania
– -$285K -1,639 Closed
OWM
2299
OneAscent Wealth Management
Alabama
– -$282K -1,621 Closed
GCP
2300
Garda Capital Partners
Minnesota
– -$268K -1,539 Closed
90 91
92
93 94