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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 %
PA
801
Procyon Advisors
Connecticut
$3.16M +$580K +3,236 +22%
PWMAG
802
Pinnacle Wealth Management Advisory Group
New Jersey
$3.15M -$290K -1,618 -8%
SP
803
SWS Partners
Ohio
$3.14M +$732K +4,091 +30%
OHWP
804
Oak Harbor Wealth Partners
North Carolina
$3.14M +$717 +4 +0%
GIA
805
Gladstone Institutional Advisory
Florida
$3.13M -$1.37M -7,628 -30%
HCA
806
Harbor Capital Advisors
Illinois
$3.13M – – –
DAS
807
Dynamic Advisor Solutions
Arizona
$3.12M +$611K +3,406 +24%
BIM
808
Bridges Investment Management
Nebraska
$3.12M -$284K -1,587 -8%
SA
809
Strategic Advisors
New York
$3.12M +$14.5K +81 +0.5%
VNIM
810
Vaughan Nelson Investment Management
Texas
$3.11M – – –
KA
811
Kintegral Advisory
New York
$3.07M – – –
LSAG
812
Lake Street Advisors Group
New Hampshire
$3.06M +$3.06M +17,056 New
MCM
813
Monarch Capital Management
Indiana
$3.05M +$139K +774 +5%
GP
814
Greenline Partners
New York
$3.05M – – –
SCA
815
Sage Capital Advisors
South Dakota
$3.04M +$36.6K +204 +1%
TF
816
TIAA FSB
Florida
$3.04M -$141K -786 -4%
DFA
817
DHJJ Financial Advisors
Illinois
$3.03M – – –
Capstone Investment Advisors
818
Capstone Investment Advisors
New York
$3.03M +$1.03M +5,765 +52%
MIM
819
Miller Investment Management
Pennsylvania
$3.02M – – –
ICM
820
Intrepid Capital Management
Florida
$3.02M – – –
MNBTD
821
Moody National Bank Trust Division
Texas
$2.99M +$25.5K +142 +0.9%
PWG
822
Portside Wealth Group
Utah
$2.97M +$2.97M +16,593 New
SWM
823
Sculati Wealth Management
Michigan
$2.97M +$12K +67 +0.4%
SCP
824
Shorepoint Capital Partners
Massachusetts
$2.94M -$7.53K -42 -0.3%
GIA
825
GHP Investment Advisors
Colorado
$2.88M +$295K +1,673 +11%
31 32
33
34 35