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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 %
SIM
1001
Stratos Investment Management
Ohio
$1.86M +$161K +897 +9%
NSB
1002
Norway Savings Bank
Maine
$1.85M +$11.7K +65 +0.6%
GWCM
1003
Godshalk Welsh Capital Management
Pennsylvania
$1.85M -$35.9K -200 -2%
AWM
1004
Apollon Wealth Management
South Carolina
$1.85M +$72.8K +406 +4%
LFAS
1005
Level Four Advisory Services
Texas
$1.85M +$274K +1,530 +17%
GAMC
1006
Garner Asset Management Corp
Texas
$1.84M -$705K -3,932 -28%
GF
1007
Gabelli Funds
New York
$1.84M -$76.2K -425 -4%
MTC
1008
Matrix Trust Company
Colorado
$1.84M +$93.8K +523 +5%
PCM
1009
Parsons Capital Management
Rhode Island
$1.83M +$386K +2,151 +27%
BMCM
1010
Bryn Mawr Capital Management
Pennsylvania
$1.83M -$10.4K -58 -0.6%
MCIA
1011
Mountain Capital Investment Advisors
Colorado
$1.83M -$486K -2,580 -21%
WI
1012
WrapManager Inc
California
$1.82M +$14.7K +82 +0.8%
CIP
1013
Convergence Investment Partners
Florida
$1.82M -$20.1K -112 -1%
CCA
1014
Cora Capital Advisors
New Jersey
$1.82M +$29.2K +163 +2%
SIP
1015
Stoneridge Investment Partners
Pennsylvania
$1.82M +$213K +1,189 +13%
IWM
1016
IHT Wealth Management
Illinois
$1.81M +$97.9K +546 +6%
TA
1017
TKG Advisors
Indiana
$1.81M +$626K +3,490 +53%
LC
1018
Lavaca Capital
Texas
$1.8M +$784K +4,372 +77%
PCA
1019
Providence Capital Advisors
North Carolina
$1.8M +$35.7K +199 +2%
AAIM
1020
American Assets Investment Management
California
$1.79M – – –
DCM
1021
Decatur Capital Management
Georgia
$1.79M -$25.6K -143 -1%
RA
1022
RFG Advisory
Alabama
$1.79M +$348K +1,942 +24%
Simplex Trading
1023
Simplex Trading
Illinois
$1.78M +$1.78M +9,932 New
IB
1024
Intrust Bank
Kansas
$1.78M -$17K -95 -0.9%
NP
1025
NorthRock Partners
Minnesota
$1.77M +$33.2K +185 +2%
39 40
41
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