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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 %
DWM
1301
Darwin Wealth Management
Florida
$905K +$70.6K +381 +8%
ARMT
1302
Amica Retiree Medical Trust
Rhode Island
$904K -$57.7K -322 -6%
AW
1303
Apricus Wealth
South Carolina
$902K -$2.56K -14 -0.3%
AP
1304
Americana Partners
Texas
$901K +$188K +1,051 +26%
DMBA
1305
Deseret Mutual Benefit Administrators
Utah
$901K +$43.2K +241 +5%
SAA
1306
Southeast Asset Advisors
Georgia
$899K – – –
ZIC
1307
ZWJ Investment Counsel
Georgia
$898K -$9.86K -55 -1%
GIM
1308
Guardian Investment Management
California
$897K +$897K +5,005 New
QCG
1309
Quadrant Capital Group
Ohio
$897K -$341K -1,905 -28%
CTI
1310
Community Trust & Investment
Kentucky
$896K – – –
CI
1311
CPR Investments
Michigan
$896K – – –
CFCI
1312
Comprehensive Financial Consultants Institutional
Indiana
$894K +$32.2K +176 +4%
SFS
1313
Solitude Financial Services
Virginia
$893K -$3.23K -18 -0.4%
FIM
1314
Fernwood Investment Management
Massachusetts
$890K -$17.9K -100 -2%
LWP
1315
Lumature Wealth Partners
Georgia
$884K -$3.23K -18 -0.4%
RWA
1316
Ropes Wealth Advisors
Massachusetts
$881K +$2.51K +14 +0.3%
PFSC
1317
Peoples Financial Services Corp
Pennsylvania
$880K -$24.2K -135 -3%
I
1318
InceptionR
California
$879K +$879K +4,901 New
NL
1319
NVWM LLC
Pennsylvania
$878K +$896 +5 +0.1%
DBG
1320
De Burlo Group
Massachusetts
$877K -$68.1K -380 -7%
LFA
1321
LifeGuide Financial Advisors
Pennsylvania
$877K -$8.96K -50 -1%
LF
1322
Lantz Financial
Illinois
$876K -$38K -212 -4%
VA
1323
Valmark Advisers
Ohio
$876K -$11.5K -64 -1%
CAWM
1324
Capital Advisors Wealth Management
Washington
$874K +$41.9K +234 +5%
MCM
1325
McKinley Capital Management
Alaska
$874K +$84.2K +470 +11%
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