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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 %
HWAM
751
Hennion & Walsh Asset Management
New Jersey
$3.65M -$1.06M -5,932 -23%
Assenagon Asset Management
752
Assenagon Asset Management
Luxembourg
$3.64M -$1.72M -9,576 -32%
PAM
753
Paradigm Asset Management
New York
$3.63M +$3.46M +19,300 +2,089%
UAS
754
United Asset Strategies
New York
$3.61M +$512K +2,854 +16%
SWMG
755
Signature Wealth Management Group
Georgia
$3.61M +$159K +889 +5%
CCM
756
Cox Capital Management
Massachusetts
$3.61M +$14.7K +82 +0.4%
CWM
757
Cordatus Wealth Management
Pennsylvania
$3.59M +$3.59M +20,024 New
OPTFSNA
758
Old Point Trust & Financial Services N A
Virginia
$3.59M – – –
AAMA
759
Advanced Asset Management Advisors
Ohio
$3.59M – – –
MCM
760
Monument Capital Management
Virginia
$3.58M -$250K -1,392 -7%
PAM
761
Palisade Asset Management
Minnesota
$3.57M -$538 -3 -0%
MWM
762
Marietta Wealth Management
Georgia
$3.56M +$70.1K +391 +2%
FWIA
763
Fort Washington Investment Advisors
Ohio
$3.55M -$49.7K -277 -1%
HI
764
Horizon Investments
North Carolina
$3.53M +$101K +571 +3%
FB
765
Fulton Bank
Pennsylvania
$3.5M -$80.5K -449 -2%
SAM
766
Silverhawk Asset Management
Arizona
$3.49M -$95K -530 -3%
CC
767
Courier Capital
New York
$3.44M -$115K -640 -3%
CIM
768
Chapman Investment Management
California
$3.44M – – –
AHC
769
Anderson Hoagland & Co
Missouri
$3.44M – – –
PF
770
Phoenix Financial
Israel
$3.42M +$633K +3,534 +23%
CCMINC
771
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.42M +$48.2K +269 +1%
EWA
772
Exencial Wealth Advisors
Oklahoma
$3.39M +$200K +1,116 +6%
TLCM
773
Twin Lakes Capital Management
California
$3.38M +$31K +173 +0.9%
SCP
774
Stamos Capital Partners
California
$3.36M +$423K +2,360 +14%
CSPIA
775
Cary Street Partners Investment Advisory
Virginia
$3.36M -$9.86K -55 -0.3%
29 30
31
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