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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 %
GWA
2301
GGM Wealth Advisors
Maryland
– -$273K -1,527 Closed
SW
2302
SteelPeak Wealth
California
– -$263K -1,512 Closed
PCMF
2303
Private Capital Management (Florida)
Florida
– -$257K -1,479 Closed
CII
2304
Capital International Inc
California
– -$234K -1,348 Closed
MM
2305
MQS Management
New York
– -$234K -1,347 Closed
ACM
2306
Argent Capital Management
Missouri
– -$233K -1,342 Closed
RWA
2307
Redmont Wealth Advisors
Illinois
– -$231K -1,327 Closed
FIB
2308
First Interstate Bank
Montana
– -$231K -1,325 Closed
RPG
2309
Resource Planning Group
Georgia
– -$224K -1,291 Closed
AP
2310
Appleton Partners
Massachusetts
– -$223K -1,282 Closed
HT
2311
Headlands Technologies
Illinois
– -$223K -1,282 Closed
HW
2312
Hamilton Wealth
California
– -$215K -1,238 Closed
MWM
2313
Modera Wealth Management
New Jersey
– -$210K -1,209 Closed
CI
2314
Carroll Investors
South Carolina
– -$211K -1,198 Closed
FWP
2315
Firethorn Wealth Partners
Georgia
– -$203K -1,166 Closed
BDWCC
2316
B&D White Capital Company
Texas
– -$174K -1,000 Closed
CSS
2317
Cubist Systematic Strategies
Connecticut
– -$148K -849 Closed
TWA
2318
Tandem Wealth Advisors
Arizona
– -$142K -818 Closed
LS
2319
Leelyn Smith
Illinois
– -$134K -768 Closed
ACP
2320
Arcus Capital Partners
Georgia
– -$95.4K -549 Closed
MWM
2321
MinichMacGregor Wealth Management
New York
– -$94K -540 Closed
EE
2322
EWG Elevate
California
– -$93.2K -536 Closed
AF
2323
Affiance Financial
Minnesota
– -$91.1K -524 Closed
GMA
2324
Glassy Mountain Advisors
Maryland
– -$69.5K -400 Closed
FWA
2325
Freedom Wealth Alliance
Wisconsin
– -$64K -368 Closed
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