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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 %
LMKC
926
L.M. Kohn & Company
Ohio
$2.28M +$151K +844 +7%
GFS
927
GYL Financial Synergies
Connecticut
$2.27M +$122K +682 +6%
TAM
928
Tealwood Asset Management
Minnesota
$2.27M +$3.76K +21 +0.2%
BL
929
Balentine LLC
Georgia
$2.27M +$479K +2,675 +27%
FHB
930
First Hawaiian Bank
Hawaii
$2.26M -$407K -2,273 -15%
CTC
931
Central Trust Company
Missouri
$2.26M +$180K +1,003 +9%
AAM
932
Azzad Asset Management
Virginia
$2.26M +$39.4K +220 +2%
BG
933
Benedetti & Gucer
Georgia
$2.26M +$11.8K +66 +0.5%
RPC
934
Rossmore Private Capital
Connecticut
$2.25M +$13.4K +75 +0.6%
CHJWM
935
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.25M +$5.25K +29 +0.2%
SF
936
Summit Financial
New Jersey
$2.25M +$650K +3,624 +41%
CC
937
Cypress Capital
Tennessee
$2.25M +$14.2K +79 +0.6%
ACM
938
Aquatic Capital Management
Illinois
$2.22M +$2.22M +12,400 New
RBA
939
Richard Bernstein Advisors
New York
$2.21M – – –
OIA
940
Optimum Investment Advisors
Illinois
$2.21M +$179 +1 +0%
AOI
941
Auto-Owners Insurance
Michigan
$2.2M – – –
SCM
942
Sterneck Capital Management
Missouri
$2.2M +$1.61K +9 +0.1%
FDS
943
First Dallas Securities
Texas
$2.2M -$50.2K -280 -2%
WTC
944
WhitTier Trust Company
Nevada
$2.2M -$288K -1,607 -12%
FPGT
945
Financial Partners Group (Tennessee)
Tennessee
$2.2M +$114K +637 +5%
TCOV
946
Trust Company of Vermont
Vermont
$2.19M -$203K -1,134 -8%
CWMU
947
Caliber Wealth Management (Utah)
Utah
$2.18M +$229K +1,278 +12%
CW
948
Connectus Wealth
Ohio
$2.17M +$725K +4,043 +50%
GT
949
Greenleaf Trust
Michigan
$2.17M -$469K -2,616 -18%
NFC
950
Northeast Financial Consultants
Connecticut
$2.16M – – –
36 37
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