UPS icon

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 %
AAM
1051
Ascension Asset Management
New York
$1.65M +$1.65M +9,208 New
RFM
1052
Royal Fund Management
Florida
$1.65M +$84.1K +469 +5%
IA
1053
IFP Advisors
Florida
$1.65M -$119K -666 -7%
AC
1054
Arjuna Capital
North Carolina
$1.64M -$350K -1,953 -18%
AFG
1055
AFS Financial Group
Maryland
$1.64M +$132K +736 +9%
DGAM
1056
Desjardins Global Asset Management
Quebec, Canada
$1.63M +$214K +1,196 +15%
LWA
1057
Lineweaver Wealth Advisors
Ohio
$1.63M +$91.5K +510 +6%
NP
1058
Nilsine Partners
Colorado
$1.63M +$24.6K +137 +2%
CWAG
1059
Compton Wealth Advisory Group
Virginia
$1.62M -$17.4K -97 -1%
PWC
1060
PYA Waltman Capital
Tennessee
$1.62M +$411K +2,343 +34%
WCBA
1061
Weaver C. Barksdale & Associates
Tennessee
$1.62M -$98.9K -552 -6%
LFM
1062
LGT Fund Management
Liechtenstein
$1.61M – – –
SDAM
1063
Shulman DeMeo Asset Management
New York
$1.61M -$34.4K -192 -2%
AT
1064
Arden Trust
Delaware
$1.61M -$798K -4,449 -33%
HCM
1065
Hutner Capital Management
Vermont
$1.61M +$179 +1 +0%
SWA
1066
SOA Wealth Advisors
New York
$1.61M +$538 +3 +0%
SP
1067
Symmetry Partners
Connecticut
$1.6M +$223K +1,244 +16%
AIP
1068
Ameritas Investment Partners
Nebraska
$1.59M -$38.4K -214 -2%
PGIM
1069
Pacific Global Investment Management
California
$1.58M +$717 +4 +0%
PIA
1070
Petredis Investment Advisors
Pennsylvania
$1.58M +$358 +2 +0%
CI
1071
Cigna Investments
Connecticut
$1.58M -$22.8K -127 -1%
RCIM
1072
Red Cedar Investment Management
Michigan
$1.57M – – –
SFI
1073
SPC Financial Inc
Maryland
$1.57M -$76K -424 -5%
GCL
1074
Gouws Capital LLC
North Carolina
$1.57M +$522K +2,914 +50%
ISWM
1075
Independent Solutions Wealth Management
New York
$1.57M +$1.33M +7,409 +559%
41 42
43
44 45