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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 %
LIM
376
Lathrop Investment Management
Arkansas
$12.6M -$603K -3,363 -5%
Mackenzie Financial
377
Mackenzie Financial
Ontario, Canada
$12.6M -$1.9M -10,325 -13%
NW
378
NewEdge Wealth
Pennsylvania
$12.6M +$1.44M +8,049 +13%
IAA
379
Independent Advisor Alliance
North Carolina
$12.6M -$662K -3,691 -5%
CIA
380
CCM Investment Advisers
South Carolina
$12.5M +$204K +1,139 +2%
AHB
381
Abner Herrman & Brock
New Jersey
$12.4M +$253K +1,413 +2%
JWCA
382
J.W. Cole Advisors
Florida
$12.4M +$17K +95 +0.1%
PGFC
383
Peapack-Gladstone Financial Corp
New Jersey
$12.4M -$80.7K -450 -0.6%
Public Sector Pension Investment Board (PSP Investments)
384
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.4M -$1.95M -10,893 -14%
HI
385
Hendershot Investments
Virginia
$12.4M -$230K -1,281 -2%
SCA
386
Stillwater Capital Advisors
Pennsylvania
$12.4M +$85.3K +476 +0.7%
AC
387
Addenda Capital
Quebec, Canada
$12.3M -$1.51M -8,398 -11%
USAA
388
United Services Automobile Association
Texas
$12.3M +$355K +1,981 +3%
VIP
389
Vantage Investment Partners
Missouri
$12.1M +$1.67M +9,342 +16%
GIA
390
Guyasuta Investment Advisors
Pennsylvania
$12.1M -$692K -3,862 -5%
Cetera Investment Advisers
391
Cetera Investment Advisers
Illinois
$12.1M -$423K -2,359 -3%
SBH
392
Segall Bryant & Hamill
Illinois
$12.1M -$52.7K -294 -0.4%
Wealth Enhancement Advisory Services
393
Wealth Enhancement Advisory Services
Minnesota
$12M +$762K +4,250 +7%
BFIM
394
Beese Fulmer Investment Management
Ohio
$12M -$35.7K -199 -0.3%
WIC
395
Woodmont Investment Counsel
Tennessee
$11.9M +$896K +4,998 +8%
TRSOTSOK
396
Teachers Retirement System of the State of Kentucky
Kentucky
$11.8M -$690K -3,849 -6%
IWC
397
Integrated Wealth Concepts
Massachusetts
$11.8M +$104K +578 +0.9%
NCM
398
Noesis Capital Mangement
Florida
$11.7M +$97.3K +543 +0.8%
PR
399
Payden & Rygel
California
$11.7M -$14.3M -79,600 -55%
LCM
400
Logan Capital Management
Pennsylvania
$11.7M -$816K -4,552 -7%
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