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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 %
M
601
MOTCO
Texas
$5.8M -$20.4K -114 -0.4%
FBT
602
First Bankers Trust
Kentucky
$5.77M +$85.5K +477 +2%
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$5.76M -$2.05M -11,460 -26%
WC
604
Woodstock Corp
Massachusetts
$5.75M +$26.5K +148 +0.5%
SC
605
Savant Capital
Illinois
$5.75M +$4.15M +23,147 +259%
TW
606
TrinityPoint Wealth
Connecticut
$5.73M -$6.81K -38 -0.1%
AWP
607
Ascent Wealth Partners
New York
$5.69M +$256K +1,447 +5%
DLCIG
608
D.L. Carlson Investment Group
New Hampshire
$5.67M -$29K -162 -0.5%
MLICM
609
Metropolitan Life Insurance Company (MetLife)
New York
$5.66M -$190K -1,058 -3%
RWM
610
Rench Wealth Management
Texas
$5.65M +$231K +1,287 +4%
ASN
611
Advisory Services Network
Georgia
$5.64M -$271K -1,511 -5%
Loomis, Sayles & Company
612
Loomis, Sayles & Company
Massachusetts
$5.62M +$12.9K +72 +0.2%
BCV
613
Banque Cantonale Vaudoise
Switzerland
$5.61M -$202K -1,126 -3%
GGS
614
Galvin Gaustad & Stein
Arizona
$5.6M -$302K -1,685 -5%
SS
615
Simplicity Solutions
Minnesota
$5.56M -$504K -2,814 -8%
FNBOMD
616
First National Bank of Mount Dora
Florida
$5.56M -$387K -2,160 -7%
Westfield Capital Management
617
Westfield Capital Management
Massachusetts
$5.54M +$358K +1,996 +7%
MG
618
Mather Group
Illinois
$5.53M +$122K +679 +2%
SIA
619
Soltis Investment Advisors
Utah
$5.53M -$1.89M -10,562 -26%
FC
620
Fusion Capital
South Carolina
$5.52M +$76K +424 +1%
SFI
621
Siemens Fonds Invest
Germany
$5.51M -$47.1K -264 -0.8%
BCCM
622
Bridge Creek Capital Management
Massachusetts
$5.5M -$14.3K -80 -0.3%
QPBE
623
Quintet Private Bank (Europe)
Luxembourg
$5.5M -$484K -2,636 -8%
LA
624
Legacy Advisors
Pennsylvania
$5.49M -$216K -1,206 -4%
BHWA
625
Beacon Harbor Wealth Advisors
Virginia
$5.47M +$1.79K +10 +0%
23 24
25
26 27