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 %
FAFN
1426
First Affirmative Financial Network
Colorado
$692K +$14.7K +82 +2%
ZIM
1427
Zacks Investment Management
Illinois
$691K -$5.09M -28,373 -88%
PG
1428
Patten Group
Tennessee
$690K -$3.59K -20 -0.5%
DAM
1429
Diamant Asset Management
Connecticut
$688K – – –
IP
1430
Ignite Planners
California
$688K -$49.3K -274 -7%
KC
1431
Kingfisher Capital
North Carolina
$688K +$10K +56 +1%
SXL
1432
Summit X LLC
Missouri
$688K +$62.3K +347 +10%
SCM
1433
Stevens Capital Management
Pennsylvania
$686K +$686K +3,825 New
WPC
1434
Wedmont Private Capital
Pennsylvania
$685K -$9.63K -52 -1%
VCM
1435
Virtue Capital Management
Tennessee
$683K -$12.1K -67 -2%
SFM
1436
Signet Financial Management
New Jersey
$682K -$51.8K -289 -7%
FMB
1437
Field & Main Bank
Kentucky
$677K -$1.79K -10 -0.3%
DWM
1438
Drive Wealth Management
Utah
$675K -$37.3K -208 -5%
SCI
1439
S&CO Inc
Massachusetts
$675K -$4.48K -25 -0.7%
HP
1440
Hilltop Partners
Indiana
$675K +$675K +3,764 New
FWCM
1441
Ferguson Wellman Capital Management
Oregon
$675K -$46.4K -259 -6%
BWM
1442
Biltmore Wealth Management
Arizona
$672K +$672K +3,749 New
PIM
1443
Profit Investment Management
Maryland
$671K -$27.1K -151 -4%
SL
1444
Sentinus LLC
Illinois
$663K +$663K +3,696 New
GS
1445
GTS Securities
New York
$662K +$662K +3,693 New
WGAM
1446
Wilkinson Global Asset Management
New York
$659K – – –
LCM
1447
Liberty Capital Management
Michigan
$655K – – –
RCA
1448
Resonant Capital Advisors
Wisconsin
$654K -$21.7K -121 -3%
WMA
1449
West Michigan Advisors
Michigan
$653K -$26K -145 -4%
WKWM
1450
Walter & Keenan Wealth Management
Indiana
$652K -$267K -1,490 -29%
56 57
58
59 60