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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 %
CK
626
Cohen Klingenstein
New York
$5.39M – – –
CCM
627
Canal Capital Management
Virginia
$5.38M +$135K +753 +3%
FDCDDQ
628
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.37M +$74K +413 +1%
PSP
629
Principal Street Partners
Tennessee
$5.33M -$309K -1,722 -5%
RDWM
630
Red Door Wealth Management
Tennessee
$5.32M -$1.58M -8,801 -23%
BBVA
631
Banco Bilbao Vizcaya Argentaria
Spain
$5.31M -$1.84M -10,327 -26%
HCM
632
Horrell Capital Management
Arkansas
$5.29M +$717 +4 +0%
AM
633
Atwater Malick
Pennsylvania
$5.26M +$344K +1,921 +7%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$5.26M -$1.76M -9,796 -25%
CB
635
Community Bank
New York
$5.25M +$30.7K +171 +0.6%
ABC
636
Associated Banc-Corp
Wisconsin
$5.23M -$61.3K -342 -1%
VCM
637
Vision Capital Management
Oregon
$5.19M -$3.59K -20 -0.1%
SC
638
Sepio Capital
Utah
$5.19M -$144K -802 -3%
SCA
639
Stokes Capital Advisors
South Carolina
$5.18M +$73.1K +408 +1%
SC
640
Stolper & Co
Oklahoma
$5.16M -$64.7K -361 -1%
Kovitz Investment Group Partners
641
Kovitz Investment Group Partners
Illinois
$5.16M +$1.01M +5,620 +24%
TPCW
642
TD Private Client Wealth
New York
$5.13M -$1.64M -9,165 -24%
PP
643
Prudential plc
United Kingdom
$5.12M +$462K +2,580 +10%
FIA
644
Foundations Investment Advisors
Arizona
$5.08M +$226K +1,263 +5%
CICI
645
Capital Investment Counsel Inc
North Carolina
$5.06M -$31K -173 -0.6%
NC
646
NewSquare Capital
Pennsylvania
$5.06M +$240K +1,341 +5%
CANC
647
Culbertson A N & Co
Virginia
$5.06M +$144K +802 +3%
PI
648
PGGM Investments
Netherlands
$5.05M -$4.88M -27,203 -49%
BFA
649
Bragg Financial Advisors
North Carolina
$5.04M +$402K +2,243 +9%
BWL
650
Bogart Wealth LLC
Virginia
$5M +$225K +1,253 +5%
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