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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 %
GIP
951
Granite Investment Partners
California
$2.16M – – –
KJWM
952
Kiley Juergens Wealth Management
Washington
$2.15M +$10.8K +60 +0.5%
HCM
953
Howland Capital Management
Massachusetts
$2.15M -$80.7K -450 -4%
WA
954
Wealth Alliance
New York
$2.15M -$44.6K -249 -2%
FBT
955
First Bank & Trust
South Dakota
$2.14M +$630K +3,513 +42%
MCM
956
Mengis Capital Management
Oregon
$2.13M – – –
KWILP
957
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.13M +$2.13M +11,871 New
NHC
958
Nicholas Hoffman & Company
Georgia
$2.12M -$789K -4,401 -27%
GFA
959
Gifford Fong Associates
California
$2.12M – – –
CPA
960
Court Place Advisors
Maryland
$2.1M -$25.1K -140 -1%
BTWM
961
Baker Tilly Wealth Management
Wisconsin
$2.09M -$211K -1,178 -9%
WA1
962
Wimmer Associates 1
California
$2.09M – – –
ONB
963
Old National Bancorp
Indiana
$2.09M -$105K -583 -5%
GRP
964
Global Retirement Partners
California
$2.08M -$88.7K -495 -4%
B
965
Bailard
California
$2.08M -$231K -1,287 -10%
PVI
966
Pine Valley Investments
New Jersey
$2.07M +$370K +2,064 +22%
BWM
967
BerganKDV Wealth Management
Minnesota
$2.07M -$19K -106 -0.9%
IGAM
968
iA Global Asset Management
Quebec, Canada
$2.07M +$2.07M +11,532 New
PTC
969
Private Trust Company
Ohio
$2.07M +$77.8K +434 +4%
SC
970
Slow Capital
California
$2.06M +$15.2K +85 +0.7%
RIM
971
Redwood Investment Management
Arizona
$2.05M +$260K +1,449 +14%
PS
972
Pensionfund Sabic
Netherlands
$2.04M – – –
AIS
973
AM Investment Strategies
Tennessee
$2.03M -$92.1K -514 -4%
IAN
974
Integrated Advisors Network
Texas
$2.03M -$364K -2,029 -15%
EM
975
Excalibur Management
Massachusetts
$2.02M -$14K -78 -0.7%
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