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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 %
CFFP
1551
Center for Financial Planning
Michigan
$541K +$2.33K +13 +0.4%
MCM
1552
Magnolia Capital Management
New York
$541K – – –
FAM
1553
Formidable Asset Management
Ohio
$540K – – –
TCPWM
1554
Traverso Chambers Private Wealth Management
California
$540K +$4.3K +24 +0.8%
LFM
1555
Lumina Fund Management
New York
$538K – – –
MJRIC
1556
Mogy Joel R Investment Counsel
California
$538K – – –
GWM
1557
Gray Wealth Management
Maine
$537K -$9.32K -52 -2%
FRM
1558
Fox Run Management
Connecticut
$533K +$533K +2,976 New
SFP
1559
Sterling Financial Planning
New Jersey
$533K -$122K -680 -19%
GWSG
1560
GPS Wealth Strategies Group
Colorado
$532K -$83.4K -465 -14%
WCG
1561
Weaver Consulting Group
California
$532K -$10.4K -58 -2%
BMCM
1562
Burns Matteson Capital Management
New York
$530K +$530K +2,957 New
VW
1563
Vance Wealth
California
$529K – – –
MWM
1564
Mascoma Wealth Management
New Hampshire
$529K -$4.33K -24 -0.8%
KWMG
1565
King Wealth Management Group
Florida
$528K +$15.2K +85 +3%
DWM
1566
Dechtman Wealth Management
Colorado
$526K +$526K +2,935 New
BC
1567
Burney Company
Virginia
$524K -$29.8K -166 -5%
LIA
1568
Luken Investment Analytics
Tennessee
$523K – – –
AFP
1569
Ausdal Financial Partners
Iowa
$523K -$54.8K -306 -9%
CF
1570
Corrigan Financial
Rhode Island
$523K – – –
SM
1571
Sweeney & Michel
California
$522K -$50.5K -280 -9%
RFN
1572
RDA Financial Network
Iowa
$521K – – –
AWM
1573
Accurate Wealth Management
Florida
$520K +$31.5K +170 +6%
SWM
1574
Segment Wealth Management
Texas
$516K +$359 +2 +0.1%
PSC
1575
Portman Square Capital
United Kingdom
$516K +$516K +2,880 New
61 62
63
64 65