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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 %
SJIM
1526
St. Johns Investment Management
Florida
$561K +$72.4K +404 +15%
CAC
1527
Core Alternative Capital
Georgia
$560K -$7.17K -40 -1%
CAMV
1528
Concord Asset Management (Virginia)
Virginia
$558K +$119K +666 +27%
HW
1529
Hancock Whitney
Mississippi
$558K -$712K -3,968 -56%
RW
1530
REDW Wealth
New Mexico
$557K +$557K +3,107 New
CC
1531
Cipher Capital
New York
$556K +$556K +3,102 New
ALAM
1532
Asahi Life Asset Management
Japan
$556K -$28.7K -160 -5%
PP
1533
Patten & Patten
Tennessee
$555K -$15.2K -85 -3%
BB
1534
Busey Bank
Illinois
$555K -$68.8K -384 -11%
NDSI
1535
Newman Dignan & Sheerar Inc
Rhode Island
$553K -$2.87K -16 -0.5%
HCA
1536
Harbour Capital Advisors
Virginia
$553K – – –
OWA
1537
Octavia Wealth Advisors
Ohio
$552K -$21K -117 -4%
TWP
1538
Tower Wealth Partners
Pennsylvania
$551K +$66.1K +369 +14%
CSC
1539
Caldwell Sutter Capital
California
$551K +$261K +1,458 +90%
EWA
1540
ERTS Wealth Advisors
Michigan
$550K -$12.7K -71 -2%
EGA
1541
E&G Advisors
Texas
$549K – – –
AWAU
1542
Alliance Wealth Advisors (Utah)
Utah
$549K +$10.2K +57 +2%
CG
1543
Clifford Group
Massachusetts
$547K +$86.2K +481 +19%
WAAG
1544
Wealth Alliance Advisory Group
Kansas
$547K +$36.9K +206 +7%
SFB
1545
STAR Financial Bank
Indiana
$547K +$1.43K +8 +0.3%
MCCA
1546
Mill Creek Capital Advisors
Pennsylvania
$547K +$33.2K +185 +6%
MIG
1547
McGuire Investment Group
Rhode Island
$545K +$4.48K +25 +0.8%
PWMG
1548
Provence Wealth Management Group
California
$542K -$25.1K -140 -4%
SEM
1549
Strategic Equity Management
Arizona
$542K +$4.12K +23 +0.8%
PCA
1550
Prosperity Capital Advisors
Ohio
$542K +$5.02K +28 +0.9%
60 61
62
63 64