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 %
ERIC
651
Eagle Rock Investment Company
Georgia
$4.99M +$45.7K +250 +0.9%
CCM
652
Coldstream Capital Management
Washington
$4.99M -$183K -1,022 -4%
BLAM
653
Bourne Lent Asset Management
New York
$4.97M -$179K -1,000 -3%
PWS
654
Peloton Wealth Strategists
Indiana
$4.96M -$326K -1,820 -6%
HCM
655
Hodges Capital Management
Texas
$4.94M +$67K +305 +1%
ACM
656
Argyle Capital Management
Pennsylvania
$4.93M -$152K -850 -3%
CIC
657
Carnegie Investment Counsel
Ohio
$4.9M +$229K +1,277 +5%
GC
658
Globeflex Capital
California
$4.88M – – –
WAC
659
William Allan Corp
Colorado
$4.85M -$538 -3 -0%
AUB
660
Atlantic Union Bankshares
Virginia
$4.84M -$740K -4,127 -13%
KIC
661
Keating Investment Counselors
Florida
$4.83M -$119K -663 -2%
FNB
662
Farmers National Bank
Kentucky
$4.82M +$38.2K +213 +0.8%
GAM
663
Gotham Asset Management
New York
$4.81M -$2.6M -14,479 -35%
OIM
664
Opus Investment Management
Massachusetts
$4.77M – – –
SIC
665
Schwartz Investment Counsel
Michigan
$4.75M – – –
FVWA
666
Foster Victor Wealth Advisors
South Carolina
$4.75M +$274K +1,522 +6%
SWA
667
Stratos Wealth Advisors
Ohio
$4.72M -$50.4K -281 -1%
MTC
668
McDaniel Terry & Co
Texas
$4.71M -$23.1K -129 -0.5%
V
669
Veritable
Delaware
$4.7M +$688K +3,837 +17%
BMC
670
Benin Management Corp
Connecticut
$4.66M +$2.69K +15 +0.1%
KRSITF
671
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.66M +$8.78K +49 +0.2%
VWM
672
Valley Wealth Managers
New Jersey
$4.64M +$163K +907 +4%
SC
673
Schulhoff & Co
Ohio
$4.63M -$44.6K -249 -1%
NIC
674
Northwest Investment Counselors
Oregon
$4.62M +$67.9K +379 +1%
CWS
675
Cypress Wealth Services
California
$4.6M +$110K +600 +2%
25 26
27
28 29