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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 %
DPIM
1101
Duff & Phelps Investment Management
Illinois
$1.43M +$35.9K +200 +3%
SACTSONJ
1102
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.43M – – –
CT
1103
Chicago Trust
Illinois
$1.43M -$153K -853 -10%
AWA
1104
Amplius Wealth Advisors
Pennsylvania
$1.43M -$6.99K -39 -0.5%
BA
1105
Bridgewater Associates
Connecticut
$1.43M -$19.6M -109,401 -93%
FANJ
1106
Financial Architects (New Jersey)
New Jersey
$1.43M -$6.81K -38 -0.5%
TTWM
1107
TCV Trust & Wealth Management
Virginia
$1.43M -$95.5K -533 -6%
PAM
1108
Panagora Asset Management
Massachusetts
$1.42M -$69.2M -385,951 -98%
SCM
1109
Silvant Capital Management
Georgia
$1.42M -$896 -5 -0.1%
BMWM
1110
Brown Miller Wealth Management
Virginia
$1.42M +$31.4K +175 +2%
RAM
1111
Redmond Asset Management
Virginia
$1.41M +$202K +1,125 +17%
DWM
1112
Dakota Wealth Management
Florida
$1.4M +$14.2K +79 +1%
CWM
1113
Chesapeake Wealth Management
Virginia
$1.4M +$170K +947 +14%
SIA
1114
Schechter Investment Advisors
Michigan
$1.39M -$129K -717 -8%
CS
1115
Cannell & Spears
New York
$1.39M -$58.3K -325 -4%
RIA
1116
Regal Investment Advisors
Michigan
$1.39M +$134K +749 +11%
FT
1117
Fiduciary Trust
Massachusetts
$1.39M -$60.9K -340 -4%
RWP
1118
RWA Wealth Partners
Massachusetts
$1.38M -$12M -67,184 -90%
DIP
1119
DT Investment Partners
Pennsylvania
$1.38M +$6.12K +33 +0.4%
MWM
1120
Mission Wealth Management
California
$1.37M +$88.5K +494 +7%
LWM
1121
Laidlaw Wealth Management
New York
$1.37M +$329K +1,833 +31%
RCM
1122
Raleigh Capital Management
North Carolina
$1.36M -$100K -560 -7%
CCA
1123
Checchi Capital Advisers
California
$1.36M +$57.2K +319 +4%
KFGK
1124
Keystone Financial Group (Kentucky)
Kentucky
$1.36M +$1.36M +7,594 New
CFG
1125
Cooper Financial Group
California
$1.36M +$282K +1,572 +26%
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