UPS icon

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 %
GA
1376
Geller Advisors
New York
$783K +$537K +2,996 +219%
TSWM
1377
Triangle Securities Wealth Management
North Carolina
$779K -$46.1K -257 -6%
KW
1378
KWB Wealth
California
$773K +$157K +877 +26%
VSQM
1379
V-Square Quantitative Management
Illinois
$773K -$24.2K -135 -3%
JWA
1380
JFS Wealth Advisors
Pennsylvania
$772K +$3.94K +22 +0.5%
CFG
1381
CKW Financial Group
Hawaii
$771K +$771K +4,301 New
MHC
1382
Meyer Handelman Company
New York
$771K -$269K -1,500 -26%
TWD
1383
True Wealth Design
Ohio
$768K +$179 +1 +0%
CPIG
1384
Chicago Partners Investment Group
Illinois
$767K +$68.2K +372 +10%
SWM
1385
Salvus Wealth Management
New Jersey
$766K +$16.7K +93 +2%
HI
1386
Human Investing
Oregon
$763K -$71.9K -401 -9%
CCM
1387
Cohen Capital Management
California
$762K – – –
ECU
1388
Eisler Capital (US)
New York
$759K +$759K +4,234 New
SQA
1389
Simon Quick Advisors
New Jersey
$751K -$18.6K -104 -2%
TCA
1390
Transcend Capital Advisors
New Jersey
$751K -$1.34M -7,478 -64%
PFWA
1391
Paces Ferry Wealth Advisors
Georgia
$749K -$2.69K -15 -0.4%
SVWAG
1392
Sound View Wealth Advisors Group
Georgia
$748K -$3.59K -20 -0.5%
VIM
1393
Vista Investment Management
Pennsylvania
$748K +$10.6K +59 +1%
WPW
1394
Waldron Private Wealth
Pennsylvania
$747K -$548K -3,055 -42%
TL
1395
Tradewinds LLC
North Carolina
$747K +$71K +396 +11%
EWA
1396
EverSource Wealth Advisors
Alabama
$744K -$112K -626 -13%
Bank Julius Baer & Co
1397
Bank Julius Baer & Co
Switzerland
$741K -$141K -787 -16%
HCM
1398
Hengehold Capital Management
Ohio
$741K +$59K +329 +9%
WC
1399
Whitney & Co
New York
$738K -$1.79K -10 -0.2%
SHFA
1400
SC&H Financial Advisors
Maryland
$737K -$1.43K -8 -0.2%
54 55
56
57 58