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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 %
BCFS
701
Butensky & Cohen Financial Security
Florida
$4.24M -$208K -1,162 -5%
LRPA
702
L. Roy Papp & Associates
Arizona
$4.23M +$4.84K +27 +0.1%
HI
703
HBK Investments
Texas
$4.2M +$4.2M +23,437 New
SL
704
Summitry LLC
California
$4.19M +$108K +602 +3%
BFG
705
Bleakley Financial Group
New Jersey
$4.19M -$417K -2,328 -9%
MYAM
706
Meiji Yasuda Asset Management
Japan
$4.18M -$186K -1,035 -4%
DA
707
Duality Advisers
Florida
$4.13M +$4.13M +23,016 New
ACIM
708
Azimuth Capital Investment Management
Michigan
$4.12M -$10.6K -59 -0.3%
TC
709
Teilinger Capital
Texas
$4.1M +$4.1M +22,900 New
HT
710
Heritage Trust
Oklahoma
$4.1M +$43.7K +244 +1%
NMIMC
711
Northwestern Mutual Investment Management Company
Wisconsin
$4.1M -$14K -78 -0.3%
EA
712
Ellsworth Advisors
Ohio
$4.09M +$143K +797 +4%
AIMCA
713
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.09M – – –
PCIA
714
Prime Capital Investment Advisors
Kansas
$4.07M +$653K +3,643 +19%
EF
715
Empirical Finance
Pennsylvania
$4.05M +$439K +2,451 +12%
GWM
716
GSB Wealth Management
Connecticut
$4.05M +$15.4K +86 +0.4%
P
717
Pitcairn
Pennsylvania
$4.05M -$343K -1,911 -8%
B
718
Bridgeworth
Alabama
$4.04M -$10.9K -61 -0.3%
SAM
719
Shell Asset Management
Netherlands
$4.04M -$615K -3,429 -13%
MWM
720
Madison Wealth Management
Ohio
$4.03M -$1.43K -8 -0%
LTI
721
Laffer Tengler Investments
Tennessee
$4.02M +$78.7K +439 +2%
ACM
722
Antonetti Capital Management
Florida
$4.01M -$3.59K -20 -0.1%
SSWM
723
Sheets Smith Wealth Management
North Carolina
$4M +$9.68K +54 +0.2%
SSWM
724
Smith Salley Wealth Management
North Carolina
$3.99M +$977K +5,451 +32%
WBC
725
Westpac Banking Corp
Australia
$3.99M -$17.4M -97,078 -81%
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