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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 %
DI
726
DFPG Investments
Utah
$3.98M +$452K +2,432 +13%
BCM
727
Brookmont Capital Management
Texas
$3.97M -$11.7K -65 -0.3%
H
728
HoyleCohen
California
$3.97M -$52.2K -291 -1%
CRI
729
Commonwealth Retirement Investments
Virginia
$3.97M +$111K +617 +3%
AWA
730
Arkadios Wealth Advisors
Georgia
$3.94M -$6.27K -35 -0.2%
AWE
731
Avidian Wealth Enterprises
Texas
$3.93M +$1.64M +9,127 +71%
SIAP
732
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.93M -$79.2K -442 -2%
RC
733
Roundview Capital
New Jersey
$3.89M +$36.4K +203 +0.9%
NERM
734
New England Research & Management
Illinois
$3.85M +$340K +1,895 +10%
Luther King Capital Management (LKCM)
735
Luther King Capital Management (LKCM)
Texas
$3.84M -$445K -2,480 -10%
NSAM
736
North Star Asset Management
Wisconsin
$3.82M -$245K -1,367 -6%
IC
737
IEQ Capital
California
$3.81M -$640K -3,571 -14%
PFS
738
Physicians Financial Services
North Carolina
$3.8M -$35.7K -199 -0.9%
SW
739
SVB Wealth
Massachusetts
$3.78M -$1.03M -5,732 -21%
FCH
740
Freestone Capital Holdings
Washington
$3.77M +$75.8K +423 +2%
PBC
741
Pavion Blue Capital
California
$3.77M +$721K +4,022 +24%
FTC
742
Farmers Trust Company
Ohio
$3.76M -$2.87K -16 -0.1%
PGAM
743
Princeton Global Asset Management
New Jersey
$3.74M -$83.2K -464 -2%
EWA
744
EP Wealth Advisors
California
$3.71M -$21.5M -145,610 -85%
HCM
745
Hudson Capital Management
New Jersey
$3.71M +$142K +793 +4%
PNC
746
Park National Corp
Ohio
$3.7M -$377K -2,101 -9%
VWMG
747
Virginia Wealth Management Group
Virginia
$3.67M -$12K -67 -0.3%
AWM
748
Avitas Wealth Management
California
$3.67M -$14.5K -81 -0.4%
O
749
Ossiam
France
$3.66M +$166K +924 +5%
PCTC
750
Perkins Coie Trust Company
Washington
$3.65M -$43.7K -244 -1%
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