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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 %
MSAM
1076
Moloney Securities Asset Management
Missouri
$1.55M -$48.2K -269 -3%
ACL
1077
Applied Capital LLC
Florida
$1.54M +$1.43K +8 +0.1%
CA
1078
Carson Advisory
Georgia
$1.53M +$62.6K +349 +4%
WWM
1079
Wolff Wiese Magana
California
$1.53M +$12.9K +72 +0.9%
ISL
1080
Ingalls & Snyder LLC
New York
$1.53M -$71.7K -400 -4%
FCB
1081
First County Bank
Connecticut
$1.52M +$314K +1,753 +26%
MCA
1082
MSH Capital Advisors
Arizona
$1.52M +$186K +1,035 +14%
SIA
1083
SeaBridge Investment Advisors
New Jersey
$1.52M +$445K +2,480 +41%
GC
1084
Gratus Capital
Georgia
$1.51M +$6.99K +39 +0.5%
PA
1085
Profund Advisors
Maryland
$1.51M +$114K +638 +8%
TFA
1086
Transamerica Financial Advisors
Florida
$1.51M +$45.2K +252 +3%
BS
1087
Banco Santander
Spain
$1.51M – – –
FWP
1088
FAS Wealth Partners
Kansas
$1.51M +$134K +749 +10%
IAS
1089
Insigneo Advisory Services
Florida
$1.5M +$695K +3,876 +86%
DDC
1090
DF Dent & Co
Maryland
$1.49M -$1.97K -11 -0.1%
ILI
1091
Invesco LLC (Illinois)
Illinois
$1.47M +$1.47M +8,225 New
Two Sigma Advisers
1092
Two Sigma Advisers
New York
$1.47M +$1.09M +6,100 +290%
DCM
1093
Davidson Capital Management
Texas
$1.46M +$19K +106 +1%
CWM
1094
Cornerstone Wealth Management
Missouri
$1.46M -$70.1K -391 -5%
BIA
1095
Bigelow Investment Advisors
Maine
$1.46M +$15.6K +87 +1%
FHA
1096
First Horizon Advisors
Tennessee
$1.45M -$95.9K -535 -6%
CAG
1097
Csenge Advisory Group
Florida
$1.45M -$141K -788 -9%
VFA
1098
Voya Financial Advisors
Connecticut
$1.44M +$7.57K +43 +0.5%
TA
1099
TFG Advisers
Michigan
$1.44M +$66.7K +372 +5%
CWS
1100
Confluence Wealth Services
Pennsylvania
$1.44M +$154K +858 +12%
42 43
44
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