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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 %
BFAG
1326
Blackston Financial Advisory Group
Florida
$873K -$98.9K -552 -10%
CIP
1327
Capital Insight Partners
Arizona
$872K -$13.3K -74 -1%
AMG
1328
Advisors Management Group
Wisconsin
$872K -$7.89K -44 -0.9%
RSWM
1329
Robertson Stephens Wealth Management
California
$872K -$85K -474 -9%
AAS
1330
Annex Advisory Services
Wisconsin
$870K +$79.8K +445 +10%
APF
1331
Alaska Permanent Fund
Alaska
$870K +$870K +4,855 New
BFA
1332
Buttonwood Financial Advisors
Maryland
$869K -$2.33K -13 -0.3%
PFP
1333
Paragon Financial Partners
California
$866K – – –
EHWM
1334
Eads & Heald Wealth Management
Georgia
$864K -$53.1K -296 -6%
MCM
1335
Mork Capital Management
California
$864K – – –
TWM
1336
Thrive Wealth Management
Pennsylvania
$861K +$42.3K +236 +5%
OFG
1337
OmniStar Financial Group
North Carolina
$860K -$140K -782 -14%
FFM
1338
Forum Financial Management
Illinois
$859K +$79.9K +446 +10%
PI
1339
Pettee Investors
Connecticut
$857K -$10.8K -60 -1%
CSB
1340
City State Bank
Iowa
$856K -$19.9K -111 -2%
DC
1341
DeDora Capital
California
$854K -$20.4K -114 -2%
LIM
1342
Longfellow Investment Management
Massachusetts
$849K +$34.4K +192 +4%
SGI
1343
Summit Global Investments
Utah
$842K +$842K +4,696 New
SCI
1344
Stableford Capital II
Arizona
$842K +$842K +4,666 New
ACM
1345
Allred Capital Management
Texas
$840K -$162K -904 -16%
MIH
1346
Meitav Investment House
Israel
$835K – – –
KA
1347
Kovack Advisors
Florida
$835K -$2.51K -14 -0.3%
DAC
1348
Dividend Assets Capital
South Carolina
$832K -$13.8K -77 -2%
MIM
1349
MTM Investment Management
South Carolina
$829K +$359 +2 +0%
MIM
1350
Morningstar Investment Management
Illinois
$828K +$404K +2,257 +95%
52 53
54
55 56