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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 %
SAM
1026
Sompo Asset Management
Japan
$1.76M +$1.43M +7,980 +434%
AWM
1027
Aberdeen Wealth Management
Illinois
$1.76M +$359 +2 +0%
Fayez Sarofim & Co
1028
Fayez Sarofim & Co
Texas
$1.75M +$81.6K +455 +5%
MSS
1029
Mitchell Sinkler & Starr
Pennsylvania
$1.75M +$51.1K +285 +3%
PA
1030
Paralel Advisors
Colorado
$1.75M +$233K +1,301 +15%
HCCM
1031
Hudson Canyon Capital Management
New York
$1.74M -$57.7K -322 -3%
MI
1032
Moneywise Inc
Virginia
$1.74M – – –
PPWP
1033
Proquility Private Wealth Partners
Nevada
$1.74M -$14K -78 -0.8%
MCWS
1034
McKinley Carter Wealth Services
West Virginia
$1.74M -$4.66K -26 -0.3%
AFS
1035
Access Financial Services
Minnesota
$1.74M +$89.8K +501 +5%
FWM
1036
ForthRight Wealth Management
Georgia
$1.73M -$43.9K -245 -2%
ACM
1037
Advance Capital Management
Michigan
$1.73M -$35.9K -200 -2%
GP
1038
Girard Partners
Pennsylvania
$1.72M -$1.77M -9,885 -51%
HNWAG
1039
High Net Worth Advisory Group
Florida
$1.71M +$8.6K +48 +0.5%
WAM
1040
Werlinich Asset Management
Connecticut
$1.69M +$8.96K +50 +0.5%
JSL
1041
JT Stratford LLC
Georgia
$1.69M -$717K -4,002 -30%
SFP
1042
Sweet Financial Partners
Minnesota
$1.69M +$591K +3,299 +54%
FMAEN1
1043
Fund Management at Engine No 1
California
$1.69M +$105K +584 +7%
CG
1044
Caprock Group
Idaho
$1.69M -$362K -2,018 -18%
SFCL
1045
Strengthening Families & Communities LLC
Massachusetts
$1.68M +$186K +1,036 +12%
SLWA
1046
San Luis Wealth Advisors
California
$1.68M +$544K +3,034 +48%
CL
1047
CIM LLC
New York
$1.67M +$865K +4,824 +108%
LS
1048
Livforsakringsbolaget Skandia
Sweden
$1.66M -$161K -900 -9%
GCM
1049
Genus Capital Management
British Columbia, Canada
$1.66M +$1.66M +9,271 New
CAS
1050
Coppell Advisory Solutions
Texas
$1.66M +$251K +1,427 +18%
40 41
42
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