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 %
SF
901
Slagle Financial
Illinois
$2.43M +$2.43M +13,543 New
BCM
902
BTC Capital Management
Iowa
$2.42M +$11K +61 +0.5%
AMIM
903
Aull & Monroe Investment Management
Alabama
$2.42M – – –
BA
904
Bristlecone Advisors
Washington
$2.42M +$10K +56 +0.4%
EH
905
Equitable Holdings
New York
$2.4M +$812K +4,532 +51%
TCOT
906
Trust Company of Toledo
Ohio
$2.39M -$97.5K -544 -4%
LNWWM
907
Laird Norton Wetherby Wealth Management
California
$2.37M -$329K -1,837 -12%
KC
908
Knuff & Co
California
$2.37M +$2.33K +13 +0.1%
CIA
909
Cohen Investment Advisors
New Hampshire
$2.36M -$222K -1,238 -9%
MC
910
Moors & Cabot
Massachusetts
$2.36M -$116K -647 -5%
FMC
911
First Merchants Corp
Indiana
$2.34M +$137K +765 +6%
AC
912
Addison Capital
Pennsylvania
$2.34M -$151K -845 -6%
IRAG
913
Investment Research & Advisory Group
Georgia
$2.34M +$16.1K +90 +0.7%
HSA
914
Hussman Strategic Advisors
Maryland
$2.33M -$1M -5,600 -30%
OTPPB
915
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.33M -$161K -897 -6%
PMG
916
ProVise Management Group
Florida
$2.32M +$64.7K +361 +3%
FIM
917
Freedom Investment Management
Connecticut
$2.31M -$8.6K -48 -0.4%
IFWM
918
Institute for Wealth Management
Colorado
$2.31M -$24K -134 -1%
CIAS
919
Capital Investment Advisory Services
North Carolina
$2.31M -$42.8K -239 -2%
IF
920
Intrua Financial
Texas
$2.3M +$206K +1,149 +10%
SMA
921
Sage Mountain Advisors
Georgia
$2.3M +$1.78M +9,957 +345%
PWMG
922
Pinnacle Wealth Management Group
Michigan
$2.29M -$98.6K -550 -4%
MA
923
Mutual Advisors
Nebraska
$2.29M +$229K +1,279 +11%
NRG
924
Nemes Rush Group
Michigan
$2.29M +$2.29M +12,767 New
RT
925
Rockland Trust
Massachusetts
$2.29M +$18.6K +104 +0.8%
35 36
37
38 39