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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 %
AT
776
Arvest Trust
Oklahoma
$3.36M -$202K -1,078 -6%
MA
777
Montag & Associates
Georgia
$3.35M +$35K +195 +1%
PA
778
Parallel Advisors
California
$3.34M -$526K -2,932 -14%
MPM
779
Meritage Portfolio Management
Kansas
$3.32M +$116K +647 +4%
PFA
780
Pure Financial Advisors
California
$3.32M +$237K +1,324 +8%
EP
781
Eudaimonia Partners
Tennessee
$3.31M +$101K +564 +3%
NWM
782
Northcape Wealth Management
New York
$3.31M +$24.4K +136 +0.7%
A
783
AustralianSuper
Australia
$3.3M +$3.3M +18,425 New
APC
784
Aspire Private Capital
North Carolina
$3.3M +$4.12K +23 +0.1%
PT
785
Plimoth Trust
Massachusetts
$3.3M -$35.5K -198 -1%
BMA
786
Brooks Moore & Associates
Tennessee
$3.28M +$293K +1,636 +10%
BIAS
787
Beacon Investment Advisory Services
New Jersey
$3.28M -$373K -2,081 -10%
BAM
788
Boyar Asset Management
New York
$3.27M -$17.7K -99 -0.5%
APWM
789
Argonautica Private Wealth Management
Massachusetts
$3.27M +$8.43K +47 +0.3%
MWM
790
Marion Wealth Management
Pennsylvania
$3.26M -$93.9K -524 -3%
FMTCOCP
791
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.24M +$102K +569 +3%
KGC
792
Kennon-Green & Company
Ohio
$3.23M +$78.9K +440 +3%
VFM
793
Viking Fund Management
North Dakota
$3.23M +$3.23M +18,000 New
Lazard Asset Management
794
Lazard Asset Management
New York
$3.22M -$17.6M -98,495 -85%
CSPAM
795
Cary Street Partners Asset Management
Virginia
$3.21M -$25.1K -140 -0.8%
SLG
796
Stanley-Laman Group
Pennsylvania
$3.2M +$247K +1,377 +8%
AAA
797
Adams Asset Advisors
Texas
$3.19M -$471K -2,626 -13%
CCG
798
Cypress Capital Group
Florida
$3.17M +$1.79K +10 +0.1%
SLI
799
Sumitomo Life Insurance
Japan
$3.17M -$151K -844 -5%
MP
800
McDonald Partners
Ohio
$3.16M -$179 -1 -0%
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