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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 %
ML
1351
McAdam LLC
Pennsylvania
$827K -$2.69K -15 -0.3%
HPC
1352
HM Payson & Co
Maine
$824K -$18.6K -104 -2%
VI
1353
Versor Investments
New York
$822K +$427K +2,384 +108%
PWM
1354
Palumbo Wealth Management
New York
$821K -$151K -840 -16%
PWAM
1355
Pinnacle West Asset Management
Wyoming
$820K -$7.17K -40 -0.9%
SRG
1356
SBB Research Group
Illinois
$815K +$7.71K +43 +1%
OAJ
1357
Ogorek Anthony Joseph
New York
$813K +$348K +1,944 +75%
PWP
1358
Principle Wealth Partners
Connecticut
$811K – – –
DI
1359
DAGCO Inc
Ohio
$811K +$538 +3 +0.1%
HIA
1360
Harbor Investment Advisory
Maryland
$811K +$3.59K +20 +0.4%
APA
1361
Astoria Portfolio Advisors
New York
$811K +$75.3K +406 +10%
LWM
1362
Lyell Wealth Management
California
$810K -$9.32K -52 -1%
IW
1363
Imprint Wealth
South Carolina
$809K +$4.3K +24 +0.5%
4WM
1364
44 Wealth Management
Oregon
$804K -$1.85M -10,305 -70%
WJWM
1365
Williams Jones Wealth Management
New York
$802K -$380K -2,122 -32%
SAM
1366
S.A. Mason
Michigan
$797K – – –
WFA
1367
WestHill Financial Advisors
California
$797K +$179 +1 +0%
OC
1368
Oakworth Capital
Alabama
$794K -$15.8K -88 -2%
CQS
1369
Credential Qtrade Securities
$791K -$31.9K -178 -4%
IAMOG
1370
Investors Asset Management of Georgia
Georgia
$791K -$6.27K -35 -0.8%
PFGIA
1371
Patriot Financial Group Insurance Agency
Massachusetts
$790K +$11.7K +65 +1%
WPA
1372
West Paces Advisors
Georgia
$786K -$51.1K -285 -6%
EWM
1373
Evermay Wealth Management
Virginia
$786K -$36.7K -205 -4%
JWM
1374
Jeppson Wealth Management
California
$785K +$108K +602 +16%
RFMS
1375
RWQ Financial Management Services
Florida
$784K -$861K -4,805 -52%
53 54
55
56 57