UPS icon

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 %
CA
826
Commerzbank Aktiengesellschaft
Germany
$2.87M +$877K +4,893 +44%
AAM
827
Auxier Asset Management
Oregon
$2.85M +$179 +1 +0%
JCM
828
Jacobi Capital Management
Pennsylvania
$2.85M +$45.4K +253 +2%
JA
829
JLB & Associates
Michigan
$2.85M +$171K +953 +6%
AF
830
Allworth Financial
California
$2.85M -$54.9K -306 -2%
SS
831
Sunbelt Securities
Texas
$2.84M -$98.9K -552 -3%
BPC
832
Banque Pictet & Cie
Switzerland
$2.84M +$638K +3,560 +29%
CA
833
Clearstead Advisors
Ohio
$2.83M +$644K +3,590 +29%
MGWM
834
Marks Group Wealth Management
Minnesota
$2.83M +$90.3K +504 +3%
MYLI
835
Meiji Yasuda Life Insurance
Japan
$2.83M +$180K +1,003 +7%
ZIG
836
Zullo Investment Group
Pennsylvania
$2.82M -$179 -1 -0%
SC
837
Searle & Co
Connecticut
$2.82M – – –
ACM
838
Alta Capital Management
Utah
$2.81M -$5.02K -28 -0.2%
MOS
839
MGO One Seven
Ohio
$2.8M -$420K -2,344 -13%
LNC
840
Lincoln National Corp
Pennsylvania
$2.8M -$54K -301 -2%
SCM
841
Schnieders Capital Management
California
$2.8M +$29.2K +163 +1%
SDIC
842
South Dakota Investment Council
South Dakota
$2.8M -$251K -1,400 -8%
AWA
843
Arete Wealth Advisors
Illinois
$2.79M -$104K -579 -4%
EF
844
Exeter Financial
Arizona
$2.79M +$12.2K +66 +0.4%
PRS
845
Pinkerton Retirement Specialists
Idaho
$2.78M +$77.6K +433 +3%
CAM
846
Cypress Asset Management
Texas
$2.78M -$89K -493 -3%
WBG
847
Wharton Business Group
Pennsylvania
$2.77M -$241K -1,345 -8%
WS
848
Wedbush Securities
California
$2.77M -$408K -2,278 -13%
IG
849
ING Group
Netherlands
$2.77M +$2.51M +13,994 +967%
BP
850
Ballentine Partners
Massachusetts
$2.76M -$14.7K -82 -0.5%
32 33
34
35 36