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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 %
CRIG
851
Charter Research & Investment Group
Connecticut
$2.76M -$12.4K -69 -0.4%
SIC
852
Shoker Investment Counsel
Ohio
$2.75M +$24.2K +135 +0.9%
SAM
853
Silvercrest Asset Management
New York
$2.74M -$8.78K -49 -0.3%
CW
854
CreativeOne Wealth
Kansas
$2.74M +$314K +1,751 +13%
CCG
855
Chatham Capital Group
Georgia
$2.73M +$245K +1,368 +10%
HIM
856
Harbour Investment Management
Washington
$2.72M -$8.96K -50 -0.3%
LMIM
857
Lockheed Martin Investment Management
Maryland
$2.72M -$4.33M -24,130 -61%
TC
858
Truvestments Capital
Florida
$2.72M +$81K +452 +3%
RCAG
859
Rehmann Capital Advisory Group
Michigan
$2.7M +$1.97K +11 +0.1%
ACM
860
Advisors Capital Management
New Jersey
$2.69M -$39.8K -222 -1%
BE
861
Bonness Enterprises
District of Columbia
$2.68M – – –
CS
862
Comerica Securities
Michigan
$2.68M -$16.3K -91 -0.6%
TWM
863
Tradition Wealth Management
Minnesota
$2.67M +$2.27M +12,677 +566%
MCM
864
Mill Capital Management
North Carolina
$2.64M -$150K -837 -5%
MBTD
865
Mechanics Bank - Trust Department
California
$2.64M +$9.86K +55 +0.4%
IAG
866
Investmark Advisory Group
Connecticut
$2.63M +$95K +530 +4%
IBOK
867
Independence Bank of Kentucky
Kentucky
$2.63M -$36.6K -204 -1%
PA
868
PFG Advisors
Arizona
$2.62M -$120K -671 -4%
TCM
869
Towercrest Capital Management
Pennsylvania
$2.62M +$2.62M +14,600 New
JWM
870
Jackson Wealth Management
Florida
$2.61M +$69.7K +389 +3%
FC
871
Forte Capital
New York
$2.61M +$227K +1,264 +10%
QCM
872
Quantinno Capital Management
New York
$2.61M -$462K -2,576 -15%
WIS
873
Wright Investors Service
Connecticut
$2.59M -$2.86M -15,942 -52%
PCM
874
Palouse Capital Management
Washington
$2.58M -$189K -1,052 -7%
BFS
875
Bradley Foster & Sargent
Connecticut
$2.58M +$153K +856 +6%
33 34
35
36 37