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 %
CCP
1151
Carmel Capital Partners
California
$1.31M +$83.2K +464 +7%
AF
1152
Arrow Financial
New York
$1.3M -$1.02M -5,716 -44%
EC
1153
Estate Counselors
Wisconsin
$1.3M +$1.3M +7,275 New
PPWM
1154
Paragon Private Wealth Management
Kentucky
$1.3M +$17.4K +97 +1%
CG
1155
Corundum Group
Colorado
$1.3M -$284K -1,583 -18%
AW
1156
Alaethes Wealth
Nevada
$1.3M +$33.2K +185 +3%
FAIM
1157
Financial Advocates Investment Management
Washington
$1.29M +$228K +1,271 +21%
ACS
1158
Archford Capital Strategies
Illinois
$1.29M +$207K +1,101 +19%
GCA
1159
Guardian Capital Advisors
Ontario, Canada
$1.29M – – –
BG
1160
Bollard Group
Massachusetts
$1.29M +$26.4K +147 +2%
AC
1161
Abbrea Capital
California
$1.28M +$9.86K +55 +0.8%
AWM
1162
Affinity Wealth Management
Delaware
$1.28M +$29.9K +167 +2%
RIA
1163
Realta Investment Advisors
Delaware
$1.28M -$101K -566 -7%
NEI
1164
Northwest & Ethical Investments
Ontario, Canada
$1.27M – – –
PWS
1165
Private Wealth Strategies
Ohio
$1.27M +$10.9K +61 +0.9%
IIM
1166
Ipswich Investment Management
Massachusetts
$1.27M +$31K +173 +3%
PIMG
1167
Patriot Investment Management Group
Tennessee
$1.27M -$165K -923 -12%
Connor, Clark & Lunn Investment Management (CC&L)
1168
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.26M -$5.74M -31,998 -82%
OSNBOA
1169
Old Second National Bank of Aurora
Illinois
$1.26M +$3.41K +19 +0.3%
CWM
1170
Compass Wealth Management
Connecticut
$1.26M +$348K +1,944 +38%
NFW
1171
Noble Family Wealth
Florida
$1.26M – – –
WWM
1172
WT Wealth Management
Arizona
$1.26M +$44.1K +246 +4%
SFG
1173
SNS Financial Group
Minnesota
$1.26M -$3.59K -20 -0.3%
HFM
1174
Hartford Financial Management
Connecticut
$1.25M – – –
CC
1175
Constitution Capital
Connecticut
$1.25M -$32.1K -179 -2%
45 46
47
48 49