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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 %
BFO
1251
Boston Family Office
Massachusetts
$1.02M -$321K -1,792 -24%
CII
1252
Capital International Inc
California
$1.02M +$1.02M +5,683 New
LC
1253
Lindbrook Capital
California
$1.01M -$31.4K -175 -3%
PWP
1254
Phillips Wealth Planners
Mississippi
$1.01M +$14K +78 +1%
CT
1255
Coastline Trust
Rhode Island
$1M +$47.9K +267 +5%
ACA
1256
Aptus Capital Advisors
Alabama
$1M +$231K +1,289 +30%
CF
1257
Centaurus Financial
California
$1M -$320K -1,783 -24%
HA
1258
Herold Advisors
New York
$1M +$108K +604 +12%
CPC
1259
Consolidated Planning Corp
Georgia
$1,000K -$2.52M -14,042 -72%
ESB
1260
Essex Savings Bank
Connecticut
$994K +$42.5K +237 +4%
SAG
1261
SageView Advisory Group
California
$994K +$165K +921 +20%
XWM
1262
Xcel Wealth Management
Florida
$992K +$53.8K +300 +6%
GBT
1263
Grove Bank & Trust
Florida
$986K -$17.2K -96 -2%
FNBOSM
1264
First National Bank of South Miami
Florida
$968K +$14K +78 +1%
MSFS
1265
Main Street Financial Solutions
Pennsylvania
$967K +$70.6K +394 +8%
Acadian Asset Management
1266
Acadian Asset Management
Massachusetts
$967K -$263K -1,470 -21%
FM
1267
Foster & Motley
Ohio
$965K -$149K -831 -13%
MMM
1268
Mendel Money Management
Illinois
$964K +$130K +728 +16%
SMC
1269
Smith, Moore & Co
Missouri
$964K +$19.2K +107 +2%
AAS
1270
Ameritas Advisory Services
Nebraska
$963K -$9.59M -53,357 -91%
MA
1271
MKT Advisors
California
$955K -$6.2K -33 -0.6%
FFN
1272
Focus Financial Network
Minnesota
$955K -$35.9K -200 -4%
STA
1273
Summit Trail Advisors
New York
$949K +$289K +1,613 +44%
MMG
1274
Monetary Management Group
Missouri
$948K -$363K -2,025 -28%
FG
1275
Fiduciary Group
Georgia
$948K -$46.6K -260 -5%
49 50
51
52 53