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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 %
BIA
976
Beacon Investment Advisors
Maryland
$2.02M +$31.5K +176 +2%
LIM
977
Loudon Investment Management
New Hampshire
$2.02M +$8.07K +45 +0.4%
HAM
978
Hedges Asset Management
Nevada
$2.01M – – –
TSS
979
Two Sigma Securities
New York
$2.01M +$1.64M +9,168 +451%
HH
980
Hilltop Holdings
Texas
$2M +$49.3K +275 +3%
AIM
981
ARK Investment Management
Florida
$2M -$268K -1,497 -12%
Verition Fund Management
982
Verition Fund Management
Connecticut
$1.98M +$1.67M +9,294 +523%
BJL
983
Brighton Jones LLC
Washington
$1.96M -$23.5K -131 -1%
MAS
984
Meeder Advisory Services
Ohio
$1.96M -$79.4K -443 -4%
ZIG
985
Zurich Insurance Group
Switzerland
$1.95M – – –
DRS
986
Deane Retirement Strategies
Louisiana
$1.94M +$12.7K +71 +0.7%
MA
987
Modus Advisors
Minnesota
$1.93M +$45.5K +254 +2%
RHDIC
988
R.H. Dinel Investment Counsel
California
$1.91M -$58.3K -325 -3%
CF
989
Cantor Fitzgerald
New York
$1.91M +$26.5K +148 +1%
FMWA
990
Forvis Mazars Wealth Advisors
Missouri
$1.91M -$54.5K -304 -3%
SSB
991
Sandy Spring Bank
Maryland
$1.89M +$50.9K +284 +3%
SGCA
992
Steel Grove Capital Advisors
Tennessee
$1.89M +$1.89M +10,568 New
OIA
993
OneDigital Investment Advisors
Kansas
$1.89M +$1.26K +7 +0.1%
NRS
994
Neville Rodie & Shaw
New York
$1.89M – – –
HS
995
Horan Securities
United States
$1.89M +$8.78K +49 +0.5%
CNBT
996
Canandaigua National Bank & Trust
New York
$1.89M -$471K -2,630 -20%
WI
997
Wahed Invest
New York
$1.88M +$178K +993 +10%
UCB
998
United Community Bank
South Carolina
$1.86M +$46.4K +259 +3%
CM
999
Caption Management
Oklahoma
$1.86M +$1.86M +10,400 New
HAIM
1000
Hunter Associates Investment Management
Pennsylvania
$1.86M -$154K -855 -8%
38 39
40
41 42