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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 %
CCMG
576
Clark Capital Management Group
Pennsylvania
$6.22M +$1.42M +7,930 +30%
OSAM
577
O'Shaughnessy Asset Management
Connecticut
$6.21M +$122K +679 +2%
TI
578
tru Independence
Oregon
$6.2M +$66.9K +373 +1%
GVAG
579
Great Valley Advisor Group
Delaware
$6.2M +$702K +3,917 +13%
CAM
580
Columbia Asset Management
Michigan
$6.17M +$157K +878 +3%
BCM
581
Birch Capital Management
Texas
$6.15M +$106K +591 +2%
CA
582
Cetera Advisors
Colorado
$6.15M -$61.8K -345 -1%
SPC
583
Sigma Planning Corp
Michigan
$6.14M -$1.49M -8,323 -20%
EF
584
Empowered Funds
Pennsylvania
$6.1M +$985K +5,494 +19%
EST
585
EA Series Trust
Pennsylvania
$6.1M +$6.1M +34,058 New
BFG
586
Beacon Financial Group
Texas
$6.1M -$1.65M -9,385 -21%
AAF
587
Andra AP-fonden
Sweden
$6.04M -$4.32M -24,100 -42%
Marshall Wace
588
Marshall Wace
United Kingdom
$6.01M +$6.01M +33,527 New
DWT
589
Dorsey & Whitney Trust
South Dakota
$5.96M -$205K -1,142 -3%
Lido Advisors
590
Lido Advisors
California
$5.95M +$598K +3,338 +11%
BRM
591
Boston Research & Management
Massachusetts
$5.93M +$23.3K +130 +0.4%
BBI
592
Baxter Bros Inc
Connecticut
$5.93M -$30.1K -168 -0.5%
VVP
593
Venture Visionary Partners
Ohio
$5.92M +$636K +3,546 +12%
CAMG
594
CWA Asset Management Group
Florida
$5.91M +$388K +2,165 +7%
HCMT
595
Highland Capital Management (Tennessee)
Tennessee
$5.88M +$4.53M +25,279 +336%
MCP
596
Martin Capital Partners
Oregon
$5.88M -$57.9K -323 -1%
NB
597
Northwest Bancshares
Pennsylvania
$5.85M +$229K +1,276 +4%
EOJOAM
598
E. Ohman J:or Asset Management
Sweden
$5.85M -$108K -600 -2%
AAS
599
Avantax Advisory Services
Texas
$5.81M -$662K -3,691 -10%
MPAM
600
Murphy Pohlad Asset Management
Minnesota
$5.8M +$35.9K +200 +0.6%
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