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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 %
TNAM
1451
Terra Nova Asset Management
New York
$650K -$538 -3 -0.1%
APWM
1452
Atlas Private Wealth Management
New York
$650K -$3.41K -19 -0.5%
PAG
1453
Powers Advisory Group
Illinois
$648K +$28.1K +157 +5%
OWP
1454
Obermeyer Wealth Partners
Colorado
$646K -$14.5K -81 -2%
CFGS
1455
Concourse Financial Group Securities
Alabama
$646K -$86.4K -482 -12%
CNFG
1456
Creegan & Nassoura Financial Group
New Hampshire
$644K +$358 +2 +0.1%
VNA
1457
Valley National Advisers
Pennsylvania
$644K -$20.8K -116 -3%
IA
1458
IFG Advisors
Missouri
$643K +$2.33K +13 +0.4%
BEAM
1459
Baker Ellis Asset Management
Washington
$641K +$2.87K +16 +0.4%
AI
1460
AXS Investments
New York
$640K -$24K -134 -4%
SAM
1461
Summit Asset Management
Tennessee
$640K -$1.43K -8 -0.2%
IGWM
1462
ICA Group Wealth Management
Colorado
$638K -$828K -4,621 -56%
PFA
1463
Pathway Financial Advisors
Vermont
$638K – – –
DWM
1464
Defined Wealth Management
Oregon
$638K +$538 +3 +0.1%
DTL
1465
Dynamic Technology Lab
Singapore
$637K +$637K +3,552 New
GEA
1466
Glen Eagle Advisors
New Jersey
$636K -$31.2K -174 -5%
CA
1467
Claro Advisors
Massachusetts
$635K -$21.3K -119 -3%
FCFC
1468
First Commonwealth Financial Corp
Pennsylvania
$634K +$31.5K +176 +5%
CP
1469
Covenant Partners
Tennessee
$633K +$2.15K +12 +0.3%
LOIP
1470
Live Oak Investment Partners
Texas
$633K -$679K – –
YWS
1471
Yarger Wealth Strategies
Ohio
$632K +$632K +3,527 New
KWM
1472
Kolinsky Wealth Management
New Jersey
$632K +$11.4K +65 +2%
WSTAM
1473
Wilbanks Smith & Thomas Asset Management
Virginia
$627K -$98.2K -548 -14%
PK
1474
Pflug Koory
Nebraska
$627K -$17.9K -100 -3%
FLI
1475
Family Legacy Inc
South Carolina
$624K -$6.27K -35 -1%
57 58
59
60 61