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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 %
GWM
1401
Greenwich Wealth Management
Connecticut
$737K -$3.94K -22 -0.5%
CBTWT
1402
Community Bank & Trust (Waco, Texas)
Texas
$734K -$1.79K -10 -0.2%
PI
1403
Putnam Investments
Massachusetts
$732K -$3M -16,734 -80%
ESBC
1404
E.S. Barr & Co
Kentucky
$731K – – –
CFP
1405
Catalyst Financial Partners
Massachusetts
$730K +$92K +513 +14%
GFA
1406
Gallagher Fiduciary Advisors
Illinois
$729K -$28.2K -157 -4%
SA
1407
SRN Advisors
Pennsylvania
$728K -$21.9K -122 -3%
AIM
1408
Acropolis Investment Management
Missouri
$725K -$85.1K -475 -11%
PWPS
1409
Pinnacle Wealth Planning Services
Ohio
$724K -$163K -912 -18%
ERWM
1410
Elk River Wealth Management
Colorado
$720K – – –
AWG
1411
Altus Wealth Group
Colorado
$718K +$5.74K +32 +0.8%
CA
1412
Continuum Advisory
Idaho
$713K -$25.1K -140 -3%
VEA
1413
Virtus ETF Advisers
New York
$711K -$171K -952 -19%
ACM
1414
Aljian Capital Management
Nevada
$706K -$682K -3,804 -49%
WANY
1415
Wealthspire Advisors (New York)
New York
$702K -$15.8K -88 -2%
TBNY
1416
Trustco Bank (New York)
New York
$701K -$35.9K -200 -5%
Nomura Holdings
1417
Nomura Holdings
Japan
$700K -$1.57M -8,736 -69%
RCWM
1418
Royal Capital Wealth Management
Indiana
$700K -$11.3K -63 -2%
LWM
1419
Liberty Wealth Management
California
$699K -$35K -195 -5%
CPC
1420
Cookson Peirce & Co
Pennsylvania
$699K -$75.5K -421 -10%
KCM
1421
Kanawha Capital Management
Virginia
$697K -$19K -106 -3%
T
1422
TOBAM
France
$696K – – –
TIMH
1423
Tilt Investment Management Holdings
New York
$695K – – –
RGF
1424
Retirement Guys Formula
Ohio
$695K +$59.7K +333 +9%
CFMC
1425
Curbstone Financial Management Corp
New Hampshire
$695K +$26.2K +146 +4%
55 56
57
58 59