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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 %
FFG
1176
Fortem Financial Group
California
$1.25M -$26.9K -150 -2%
FFBTD
1177
First Financial Bank - Trust Division
Ohio
$1.25M -$24.4K -136 -2%
DT
1178
Diversified Trust
Tennessee
$1.25M +$424K +2,363 +51%
FUBT
1179
First United Bank & Trust
Maryland
$1.24M -$3.59K -20 -0.3%
AF
1180
Advisornet Financial
Minnesota
$1.24M -$13.3K -74 -1%
PA
1181
Probity Advisors
Texas
$1.24M +$1.24M +6,911 New
TA
1182
TCM Advisors
West Virginia
$1.24M -$1.3M – –
BOH
1183
Bank of Hawaii
Hawaii
$1.23M -$43K -240 -3%
WT
1184
Washington Trust
Rhode Island
$1.23M -$4.12K -23 -0.3%
SFS
1185
Stiles Financial Services
Minnesota
$1.22M +$86.2K +481 +8%
RWM
1186
Ritholtz Wealth Management
New York
$1.22M +$90K +502 +8%
WCAMG
1187
Woodard & Company Asset Management Group
North Carolina
$1.21M +$4.66K +26 +0.4%
TIA
1188
Trust Investment Advisors
Indiana
$1.21M +$23.5K +131 +2%
CGL
1189
Clarius Group LLC
Washington
$1.2M -$117K -650 -9%
FFS
1190
Founders Financial Securities
Maryland
$1.2M -$62.9K -351 -5%
CBT
1191
Central Bank & Trust
Kentucky
$1.2M +$5.2K +29 +0.4%
WWM
1192
Western Wealth Management
Colorado
$1.19M -$32.4K -181 -3%
PP
1193
Pegasus Partners
Wisconsin
$1.19M -$5.38K -30 -0.4%
GFG
1194
Goldstone Financial Group
Illinois
$1.19M -$15.8K -88 -1%
FAM
1195
Family Asset Management
South Carolina
$1.19M – – –
1SB
1196
1ST Source Bank
Indiana
$1.18M -$57.4K -320 -5%
WHCI
1197
W.H. Cornerstone Investments
Massachusetts
$1.18M +$7.88K +44 +0.7%
BEI
1198
Benjamin Edwards Inc
Missouri
$1.18M -$228K -1,272 -16%
RMAM
1199
Raab & Moskowitz Asset Management
New Jersey
$1.18M -$76.4K -426 -6%
OAM
1200
Occidental Asset Management
California
$1.18M +$315K +1,758 +36%
46 47
48
49 50