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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 %
RIL
1276
Rothschild Investment LLC
Illinois
$946K +$80.3K +448 +9%
NAS
1277
Nicolet Advisory Services
Wisconsin
$944K +$67.4K +376 +8%
BSB
1278
Bangor Savings Bank
Maine
$942K +$37.5K +209 +4%
JIC
1279
Joel Isaacson & Co
New York
$942K -$75.3K -420 -7%
TCM
1280
Twin Capital Management
Pennsylvania
$942K -$839K -4,680 -47%
EFS
1281
Essex Financial Services
Connecticut
$938K -$245K -1,367 -21%
HI
1282
Harbour Investments
Wisconsin
$937K -$18.1K -101 -2%
BWAM
1283
Boyd Watterson Asset Management
Ohio
$937K -$64.7K -361 -6%
BTI
1284
Blue Trust Inc
Georgia
$936K -$437K -2,250 -32%
KMWM
1285
Keudell/Morrison Wealth Management
Oregon
$935K +$5.38K +30 +0.6%
HWA
1286
Heritage Wealth Advisors
Virginia
$931K – – –
CS
1287
Capital Square
Tennessee
$931K +$179 +1 +0%
PPC
1288
Park Place Capital
Alabama
$929K -$98.9K -552 -10%
CC
1289
Chicago Capital
Illinois
$929K – – –
PAI
1290
Pittenger & Anderson Inc
Nebraska
$928K +$30.5K +170 +3%
CFS
1291
CRA Financial Services
New Jersey
$927K +$17.7K +99 +2%
HAFS
1292
Hapanowicz & Associates Financial Services
Pennsylvania
$926K +$926K +5,164 New
SIM
1293
Sentry Investment Management
Wisconsin
$925K +$63.8K +356 +7%
V
1294
VeraBank
Texas
$920K -$6.27K -35 -0.7%
IP
1295
Intellectus Partners
California
$919K +$1.43K +8 +0.2%
LWCFA
1296
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$918K -$5.02K -28 -0.5%
AAM
1297
AR Asset Management
California
$914K – – –
FCBT
1298
First Citizens Bank & Trust
North Carolina
$914K +$483K +2,694 +112%
QI
1299
Qtron Investments
Massachusetts
$913K – – –
FFWA
1300
FRG Family Wealth Advisors
Washington
$911K – – –
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