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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 %
SFG
676
Sovereign Financial Group
Connecticut
$4.58M -$331K -1,848 -7%
VFA
677
Valeo Financial Advisors
Indiana
$4.55M -$287K -1,599 -6%
KFP
678
KMG Fiduciary Partners
Ohio
$4.53M +$446K +2,488 +11%
MGP
679
Metis Global Partners
California
$4.52M -$303K -1,689 -6%
BHC
680
Bowen Hanes & Co
Florida
$4.52M +$127K +710 +3%
IWP
681
Icon Wealth Partners
Texas
$4.51M -$701K -3,912 -13%
VI
682
Vestcor Inc
New Brunswick, Canada
$4.5M +$26K +145 +0.6%
BW
683
Bison Wealth
Georgia
$4.48M +$3.6M +20,111 +414%
VDI
684
Vaughan David Investments
Illinois
$4.46M -$76.9K -429 -2%
III
685
Independent Investors Inc
New York
$4.45M – – –
FI
686
Fosun International
China
$4.45M – – –
IMRF
687
Illinois Municipal Retirement Fund
Illinois
$4.44M – – –
ECM
688
Everence Capital Management
Indiana
$4.37M – – –
VT
689
Vise Technologies
New York
$4.37M -$206K -1,151 -5%
EI
690
Ethic Inc
New York
$4.34M -$608K -3,390 -12%
WCA
691
Westover Capital Advisors
Delaware
$4.34M -$193K -1,079 -4%
LWANC
692
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.3M -$119K -665 -3%
VCA
693
Verdence Capital Advisors
Maryland
$4.3M +$109K +608 +3%
SC
694
Sawyer & Company
Massachusetts
$4.28M +$50.9K +284 +1%
OQS
695
Occudo Quantitative Strategies
Florida
$4.28M +$4.28M +23,858 New
HCA
696
Horan Capital Advisors
Ohio
$4.28M +$48.9K +273 +1%
BFW
697
Brady Family Wealth
Missouri
$4.27M +$6.45K +36 +0.2%
CHC
698
City Holding Co
West Virginia
$4.27M -$64.5K -360 -1%
BRWA
699
B. Riley Wealth Advisors
Florida
$4.26M -$344K -1,921 -7%
CWP
700
Cyndeo Wealth Partners
Florida
$4.24M -$695K -3,878 -14%
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