UPS icon

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 %
GCM
526
Garland Capital Management
Washington
$7.21M +$179K +1,001 +3%
ZB
527
Zions Bancorporation
Utah
$7.19M -$288K -1,607 -4%
GAM
528
Griffin Asset Management
New York
$7.17M +$178K +994 +3%
SIG
529
Sky Investment Group
Connecticut
$7.17M +$42.1K +235 +0.6%
AMI
530
Amica Mutual Insurance
Rhode Island
$7.15M -$622K -3,468 -8%
PCA
531
Pallas Capital Advisors
Massachusetts
$7.14M +$442K +2,416 +7%
RCA
532
Riverview Capital Advisers
Massachusetts
$7.13M -$58.3K -325 -0.8%
CGH
533
CMG Global Holdings
Texas
$7.11M -$11.3K -63 -0.2%
EFIC
534
Eliot Finkel Investment Counsel
California
$7.1M +$93.2K +520 +1%
SCA
535
Snowden Capital Advisors
New York
$7.08M -$351K -1,960 -5%
HWM
536
HB Wealth Management
Georgia
$7.02M +$880K +4,910 +14%
SCM
537
Shelton Capital Management
Colorado
$7.01M +$4.1M +22,890 +141%
AWAG
538
ARS Wealth Advisors Group
Florida
$7M +$317K +1,766 +5%
BPA
539
Beacon Pointe Advisors
California
$6.99M +$151K +844 +2%
GQG Partners
540
GQG Partners
Florida
$6.95M -$30.8K -172 -0.4%
ATPW
541
Ashton Thomas Private Wealth
Arizona
$6.92M +$1.67M +9,320 +32%
AFG
542
Albion Financial Group
Utah
$6.9M +$108K +602 +2%
Wealthfront Advisers
543
Wealthfront Advisers
California
$6.9M -$794K -4,429 -10%
FA
544
FDx Advisors
Illinois
$6.9M -$3.95M -22,008 -36%
TF
545
Tompkins Financial
New York
$6.89M -$295K -1,648 -4%
BONH
546
Bank of New Hampshire
New Hampshire
$6.79M +$1.08K +6 +0%
CB
547
Cadence Bank
Mississippi
$6.76M -$2.77M -15,450 -29%
AWS
548
Atria Wealth Solutions
New York
$6.76M +$267K +1,487 +4%
EGM
549
Engineers Gate Manager
New York
$6.75M +$6.75M +37,655 New
BSW
550
Buckingham Strategic Wealth
Missouri
$6.73M +$2.33M +12,981 +53%
20 21
22
23 24