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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 %
MFC
1601
Mechanics Financial Corp
Ohio
$485K -$3.23K -18 -0.7%
CCP
1602
Clough Capital Partners
Massachusetts
$484K – – –
EA
1603
Eudaimonia Advisors
Tennessee
$484K +$179 +1 +0%
ATC
1604
Adirondack Trust Company
New York
$482K +$374 +2 +0.1%
RFA
1605
Register Financial Advisors
Georgia
$481K -$16.5K -92 -3%
MMHP
1606
Murphy Middleton Hinkle & Parker
Georgia
$481K -$3.23K -18 -0.7%
CM
1607
Capula Management
Cayman Islands
$480K +$355K +1,979 +282%
WAM
1608
Weatherly Asset Management
California
$479K -$4.12K -23 -0.9%
Balyasny Asset Management
1609
Balyasny Asset Management
Illinois
$478K +$186K +1,038 +64%
TAM
1610
Tocqueville Asset Management
New York
$476K +$7.71K +43 +2%
CSS
1611
Cubist Systematic Strategies
Connecticut
$476K +$476K +2,658 New
OCG
1612
Opus Capital Group
Ohio
$476K – – –
SEM
1613
Suncoast Equity Management
Florida
$475K -$2.15K -12 -0.5%
CWG
1614
Cornerstone Wealth Group
North Carolina
$474K -$2.33M -13,005 -83%
LCM
1615
Leisure Capital Management
California
$474K – – –
MW
1616
MBL Wealth
North Carolina
$473K +$74.4K +415 +19%
SAM
1617
SignalPoint Asset Management
Missouri
$473K – – –
CTB
1618
Country Trust Bank
Illinois
$471K – – –
MAM
1619
Mystic Asset Management
Rhode Island
$470K -$1.79K -10 -0.4%
ECA
1620
Elevated Capital Advisors
Utah
$469K +$33.9K +189 +8%
BWA
1621
Blodgett Wealth Advisors
California
$469K +$538 +3 +0.1%
PC
1622
Peavine Capital
Nevada
$466K – – –
DFA
1623
Delta Financial Advisors
Louisiana
$465K +$1.26K +7 +0.3%
RGC
1624
Roberts, Glore & Co
Illinois
$465K +$2.15K +12 +0.5%
WC
1625
Westhampton Capital
North Carolina
$464K -$3.59K -20 -0.8%
63 64
65
66 67