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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 %
EB
1201
Eastern Bank
Massachusetts
$1.17M +$1.17M +6,520 New
LFA
1202
Legacy Financial Advisors
Kentucky
$1.16M +$76K +424 +7%
SCP
1203
Syntal Capital Partners
Texas
$1.16M -$92.3K -515 -7%
DI
1204
Diligent Investors
California
$1.16M – – –
SB
1205
Simmons Bank
Arkansas
$1.16M -$12.5K -70 -1%
WMP
1206
Wealth Management Partners
Arizona
$1.15M +$75.3K +420 +7%
CAAS
1207
Capital Asset Advisory Services
Michigan
$1.15M -$34.8K -188 -3%
NG
1208
Northstar Group
New York
$1.15M +$896 +5 +0.1%
KJHP
1209
K.J. Harrison & Partners
Ontario, Canada
$1.14M – – –
FPAS
1210
Focus Partners Advisor Solutions
Missouri
$1.13M +$25.3K +141 +2%
SB
1211
Strategic Blueprint
Georgia
$1.13M -$72.4K -404 -6%
AFA
1212
Abacus FCF Advisors
Florida
$1.12M -$591K -3,298 -34%
FCM
1213
Fourpath Capital Management
Oklahoma
$1.12M -$18.6K -104 -2%
CT
1214
Colonial Trust
South Carolina
$1.12M +$60.8K +339 +6%
CDH
1215
Charles D. Hyman
$1.12M -$10K -56 -0.9%
PMIA
1216
Patrick Mauro Investment Advisor
Illinois
$1.12M -$129K -720 -10%
FFA
1217
Founders Financial Alliance
North Carolina
$1.12M +$186K +1,037 +20%
PL
1218
Perpetual Ltd
Australia
$1.12M +$7.17K +40 +0.6%
GG
1219
Gleason Group
Kentucky
$1.12M +$10.8K +60 +1%
TRIA
1220
Trail Ridge Investment Advisors
Colorado
$1.11M – – –
MGIA
1221
Moneta Group Investment Advisors
Missouri
$1.1M +$211K +1,176 +24%
EAM
1222
Erste Asset Management
Austria
$1.1M -$178K -1,011 -14%
CTA
1223
Colonial Trust Advisors
South Carolina
$1.09M -$358 -2 -0%
BWP
1224
Baldwin Wealth Partners
Massachusetts
$1.09M +$20.8K +116 +2%
BAM
1225
Berkshire Asset Management
Pennsylvania
$1.09M -$2.15K -12 -0.2%
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