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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 %
HCP
1126
Hexagon Capital Partners
Arkansas
$1.36M -$18.5K -103 -1%
HI
1127
Harrington Investments
California
$1.36M – – –
NFG
1128
Nations Financial Group
Iowa
$1.35M -$40.3K -225 -3%
BC
1129
Brookfield Corp
Ontario, Canada
$1.35M +$756K +4,216 +128%
LAM
1130
Lakewood Asset Management
Illinois
$1.34M +$4.84K +27 +0.4%
MWM
1131
Maltin Wealth Management
New Jersey
$1.34M +$685K +3,819 +104%
CC
1132
Centiva Capital
New York
$1.34M +$1.34M +7,473 New
THWM
1133
Taylor Hoffman Wealth Management
Virginia
$1.34M +$13.5K +75 +1%
AOWM
1134
Alpha Omega Wealth Management
Virginia
$1.34M -$22K -123 -2%
DBRC
1135
D.B. Root & Company
Pennsylvania
$1.34M +$46.4K +259 +4%
PPP
1136
Private Portfolio Partners
New Jersey
$1.33M +$2.51K +14 +0.2%
SFG
1137
SevenBridge Financial Group
Pennsylvania
$1.33M -$27.2K -152 -2%
ABLA
1138
Alan B. Lancz & Associates
Ohio
$1.33M – – –
EIA
1139
Eldridge Investment Advisors
New Hampshire
$1.33M +$896 +5 +0.1%
JFGIW
1140
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.33M +$261K +1,455 +24%
NL
1141
NWAM LLC
Washington
$1.32M +$441K +2,458 +50%
AA
1142
Argent Advisors
Louisiana
$1.32M +$34.1K +190 +3%
VWA
1143
V Wealth Advisors
Kansas
$1.32M +$17.7K +99 +1%
PI
1144
PFG Investments
New York
$1.32M +$18.3K +102 +1%
AL
1145
Arnhold LLC
New York
$1.32M – – –
MFP
1146
Meridian Financial Partners
Virginia
$1.32M +$1.32M +7,051 New
SWM
1147
SeaCrest Wealth Management
New York
$1.31M -$86.8K -484 -6%
AIA
1148
AIMZ Investment Advisors
California
$1.31M – – –
JIP
1149
Jaffetilchin Investment Partners
Florida
$1.31M +$128K +713 +11%
LC
1150
Lincoln Capital
Nebraska
$1.31M -$6.27K -35 -0.5%
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