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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 %
SC
876
SouthState Corp
Florida
$2.57M -$159K -886 -6%
GF
877
Gries Financial
Ohio
$2.57M +$1.08M +6,024 +72%
ASI
878
Advisory Services & Investments
Oregon
$2.57M -$12K -67 -0.5%
TNBTD
879
Trustmark National Bank Trust Department
Mississippi
$2.56M +$7.17K +40 +0.3%
MPPW
880
Mitchell & Pahl Private Wealth
Oklahoma
$2.56M +$23.1K +129 +0.9%
CIP
881
Cornerstone Investment Partners
Georgia
$2.55M +$614K +3,428 +32%
GSC
882
G&S Capital
Colorado
$2.54M +$952K +5,310 +60%
SW
883
SkyOak Wealth
Michigan
$2.54M +$231K +1,286 +10%
CIM
884
Corbyn Investment Management
Maryland
$2.53M -$1.71M -9,546 -40%
PAS
885
Park Avenue Securities
New York
$2.52M +$299K +1,667 +13%
AF
886
Ally Financial
Michigan
$2.51M – – –
TAIM
887
Te Ahumairangi Investment Management
New Zealand
$2.51M +$2.51M +13,986 New
FTDI
888
First Trust Direct Indexing
Massachusetts
$2.51M -$69K -385 -3%
RMDI
889
R.M. Davis Inc
Maine
$2.5M +$2.16M +12,027 +621%
TMAM
890
Tokio Marine Asset Management
Japan
$2.48M +$75.6K +422 +3%
DWA
891
Douglass Winthrop Advisors
New York
$2.48M – – –
BL
892
BFSG LLC
California
$2.48M +$21.3K +119 +0.9%
EIP
893
Easterly Investment Partners
Massachusetts
$2.47M -$125K -699 -5%
HGWM
894
Horst & Graben Wealth Management
Oregon
$2.47M +$2.33K +13 +0.1%
C
895
Certuity
Florida
$2.46M +$9.32K +52 +0.4%
SSW
896
Stone Summit Wealth
Florida
$2.46M +$29.2K +163 +1%
SC
897
Skylands Capital
Wisconsin
$2.46M -$58.3K -325 -2%
ANTB
898
AMG National Trust Bank
Colorado
$2.44M +$89.8K +501 +4%
GWMIA
899
Global Wealth Management Investment Advisory
Florida
$2.44M +$38.7K +216 +2%
WFPG
900
Waller Financial Planning Group
Ohio
$2.44M – – –
34 35
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