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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 %
NGA
551
Naples Global Advisors
Florida
$6.71M +$42.3K +236 +0.6%
BHPW
552
Beverly Hills Private Wealth
California
$6.7M +$3.37M +18,627 +101%
VIA
553
Vident Investment Advisory
Georgia
$6.67M -$1.16M -6,443 -15%
BF
554
BOK Financial
Oklahoma
$6.6M -$245K -1,369 -4%
WT
555
Whittier Trust
California
$6.59M -$249K -1,388 -4%
KNW
556
Kesler Norman & Wride
Utah
$6.56M +$128K +712 +2%
EIA
557
Eastover Investment Advisors
North Carolina
$6.54M -$45.4K -253 -0.7%
Wolverine Trading
558
Wolverine Trading
Illinois
$6.53M +$6.53M +37,076 New
JIC
559
Johnson Investment Counsel
Ohio
$6.52M -$1.52M -8,456 -19%
ECM
560
EagleClaw Capital Management
Massachusetts
$6.51M -$53.8K -300 -0.8%
IEFM
561
IQ EQ Fund Management
Ireland
$6.46M +$15.1K +84 +0.2%
MFWM
562
Motley Fool Wealth Management
Virginia
$6.43M -$1.13M -6,314 -15%
PWM
563
Perigon Wealth Management
California
$6.4M +$4.22M +23,565 +194%
OAM
564
Ostrum Asset Management
France
$6.37M -$131K -730 -2%
RP
565
Rowlandmiller & Partners
Georgia
$6.37M -$23.8K -133 -0.4%
NMERB
566
New Mexico Educational Retirement Board
New Mexico
$6.36M +$305K +1,700 +5%
NSIM
567
North Star Investment Management
Illinois
$6.36M +$38.5K +215 +0.6%
BFS
568
Bard Financial Services
Connecticut
$6.35M – – –
SFA
569
Sequoia Financial Advisors
Ohio
$6.31M -$212K -1,180 -3%
WA
570
Wambolt & Associates
Colorado
$6.3M -$2.33K -13 -0%
PP
571
PDS Planning
Ohio
$6.27M -$59.7K -333 -0.9%
GLA
572
Good Life Advisors
Pennsylvania
$6.25M +$84.1K +469 +1%
FC
573
FORA Capital
Florida
$6.24M -$2.72M -15,161 -30%
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$6.23M -$51.4K -287 -0.8%
API
575
Advisor Partners II
California
$6.22M +$325K +1,815 +6%
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