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United Parcel Service
UPS

Overview Fund Activity

2,237 hedge funds and large institutions have $90.9B invested in United Parcel Service in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 867 increasing their positions, 951 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
35.28%
Holding in Top 10
66
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-38.89%
% of All Funds
1.04%
New
154
Increased
867
Reduced
951
Closed
149
Calls
$2.46B
Puts
$2.49B
Net Calls
-$32.3M
Net Calls Change
-$435M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$865M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.97B
3
Franklin Resources
Franklin Resources
California
$1.39B
4
Viking Global Investors
Viking Global Investors
Connecticut
$159M
5
Citadel Advisors
Citadel Advisors
Florida
$156M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.54B
2
Bank of America
Bank of America
North Carolina
$2.48B
3
BlackRock
BlackRock
New York
$9.73B
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$51.9M
5
Amundi
Amundi
France
$454M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGI
301
Godsey & Gibb Inc
Virginia
$17.7M -$61.1K -341 -0.3%
AI
302
Atria Investments
North Carolina
$17.7M -$524K -2,921 -3%
HPG
303
Harvest Portfolios Group
Ontario, Canada
$17.7M +$235K +1,310 +1%
BCI
304
Brinker Capital Investments
Pennsylvania
$17.6M -$759K -4,234 -4%
OPS
305
Orion Portfolio Solutions
Nebraska
$17.6M -$759K -4,234 -4%
SOADOR
306
State of Alaska Department of Revenue
Alaska
$17.4M -$1.94M -10,835 -10%
BC
307
Bartlett & Co
Ohio
$17.2M +$759K +4,237 +5%
BCWM
308
Bartlett & Co Wealth Management
Ohio
$17.2M +$759K +4,237 +5%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$17.2M +$3.6M +20,072 +26%
BCM
310
Bridgeway Capital Management
Texas
$17M +$12.6M +70,293 +284%
HNB
311
Huntington National Bank
Ohio
$17M -$1.94M -10,815 -10%
SCA
312
Southern Capital Advisors
Tennessee
$16.9M +$537K +2,994 +3%
BCP
313
Blue Chip Partners
Michigan
$16.9M +$674K +3,759 +4%
GI
314
Gradient Investments
Minnesota
$16.8M +$1.07M +5,975 +7%
PAG
315
Private Advisor Group
New Jersey
$16.8M +$279K +1,546 +2%
VW
316
Vantage Wealth
California
$16.7M -$14.7K -82 -0.1%
CIBC World Market
317
CIBC World Market
Ontario, Canada
$16.6M -$1.89M -10,522 -10%
DDPIC
318
Deroy & Devereaux Private Investment Counsel
Michigan
$16.5M +$112K +626 +0.7%
VV
319
Verity & Verity
South Carolina
$16.5M +$876K +4,889 +6%
IAIM
320
International Assets Investment Management
Florida
$16.5M +$16.5M +92,034 New
Fisher Asset Management
321
Fisher Asset Management
Washington
$16.5M +$1.21M +6,776 +8%
WMSA
322
Weiss Multi-Strategy Advisers
New York
$16.4M +$16.4M +91,700 New
JCM
323
Janney Capital Management
Pennsylvania
$16.3M +$1.95M +10,889 +14%
RPI
324
Railway Pension Investments
United Kingdom
$16.3M -$28.6M -159,500 -64%
Neuberger Berman Group
325
Neuberger Berman Group
New York
$16.1M -$3.01M -16,820 -16%
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