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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 %
MAG
1476
MRA Advisory Group
New Jersey
$624K +$358 +2 +0.1%
AA
1477
Ancora Advisors
Ohio
$623K +$5.56K +31 +0.9%
CAL
1478
Capital Analysts LLC
Pennsylvania
$621K +$7.7K +43 +1%
AIC
1479
Archer Investment Corporation
Indiana
$621K -$46.2K -258 -7%
TNB
1480
Thomasville National Bank
Georgia
$620K -$31.2K -174 -5%
OP
1481
ORG Partners
Indiana
$620K +$620K +3,374 New
PAMG
1482
Patton Albertson Miller Group
Tennessee
$620K -$207K -1,155 -25%
FIBT
1483
First International Bank & Trust
North Dakota
$619K +$7.53K +42 +1%
RBC
1484
Roble Belko & Company
Pennsylvania
$615K – – –
PFBT
1485
Parkside Financial Bank & Trust
Missouri
$615K +$26.5K +148 +5%
TF
1486
Trek Financial
Arizona
$612K -$33.7K -188 -5%
LWAM
1487
Legacy Wealth Asset Management
Minnesota
$610K +$179 +1 +0%
GAG
1488
GM Advisory Group
New York
$609K – – –
MBT
1489
Montecito Bank & Trust
California
$607K -$3.59K -20 -0.6%
OFG
1490
Oxford Financial Group
Indiana
$605K +$605K +3,377 New
MWA
1491
Meridian Wealth Advisors
Texas
$604K -$215K -1,198 -26%
TPW
1492
Transatlantique Private Wealth
New York
$600K +$167K +932 +39%
ZF
1493
Zhang Financial
Michigan
$598K +$154K +861 +35%
CC
1494
Cornerstone Capital
California
$597K – – –
Canada Pension Plan Investment Board
1495
Canada Pension Plan Investment Board
Ontario, Canada
$597K +$580K +3,234 +3,369%
AWM
1496
Absher Wealth Management
North Carolina
$596K +$90.9K +507 +18%
V
1497
ViaWealth
Kansas
$593K – – –
SP
1498
Successful Portfolios
Florida
$592K +$4.3K +24 +0.7%
BDWCC
1499
B&D White Capital Company
Texas
$592K +$592K +3,300 New
WAG
1500
Wallace Advisory Group
California
$591K – – –
58 59
60
61 62