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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
+$411M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M
3
Franklin Resources
Franklin Resources
California
+$261M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$159M
5
Citadel Advisors
Citadel Advisors
Florida
+$152M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$608M
2
Bank of America
Bank of America
North Carolina
-$606M
3
BlackRock
BlackRock
New York
-$239M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$219M
5
Amundi
Amundi
France
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
451
Venturi Wealth Management
Texas
$9.55M +$94.5K +527 +1%
KWM
452
Kingsview Wealth Management
Oregon
$9.53M +$2.64M +14,709 +38%
ECM
453
Evergreen Capital Management
Washington
$9.38M -$52.2K -291 -0.6%
EWM
454
Executive Wealth Management
Michigan
$9.37M +$66.9K +373 +0.7%
HFS
455
Hantz Financial Services
Michigan
$9.33M -$458K -2,557 -5%
BB
456
Bell Bank
North Dakota
$9.33M -$290K -1,616 -3%
AIM
457
Anchor Investment Management
South Carolina
$9.33M -$196K -1,092 -2%
TAF
458
Tredje AP-fonden
Sweden
$9.33M +$312K +1,743 +3%
SIG
459
Stonegate Investment Group
Alabama
$9.32M -$183K -1,021 -2%
LDB
460
Lee, Danner & Bass
Tennessee
$9.31M -$197K -1,098 -2%
FSA
461
Franklin Street Advisors
North Carolina
$9.17M -$6.74M -37,606 -42%
HIMCH
462
Hartford Investment Management Co (HIMCO)
Connecticut
$9.15M -$1.9M -10,621 -17%
MGIM
463
M&G Investment Management
United Kingdom
$9.14M +$8.84M +49,359 +2,933%
TBA
464
Tower Bridge Advisors
Pennsylvania
$9.14M +$1.14M +6,333 +14%
SFWA
465
Summit Financial Wealth Advisors
Louisiana
$9.13M +$51.4K +287 +0.6%
LBC
466
Lowe Brockenbrough & Co
Virginia
$9.11M +$88.9K +496 +1%
SBIA
467
Sheaff Brock Investment Advisors
Indiana
$9.03M -$15.2K -85 -0.2%
ELC
468
Edgar Lomax Company
Virginia
$9.02M -$131K -732 -1%
Macquarie Group
469
Macquarie Group
Australia
$9.01M -$10.7M -59,931 -54%
RMC
470
Resources Management Corp
Connecticut
$8.94M +$8.9M +49,649 +20,183%
S
471
SignatureFD
Georgia
$8.91M -$337K -1,881 -4%
SG Americas Securities
472
SG Americas Securities
New York
$8.88M +$8.78M +48,997 +9,351%
HC
473
Hendley & Co
Ohio
$8.87M +$26.9K +150 +0.3%
AG
474
Advocate Group
Minnesota
$8.85M +$869K +4,850 +11%
VWA
475
Visionary Wealth Advisors
Illinois
$8.82M +$205K +1,145 +2%
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