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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 %
SWA
1626
SFMG Wealth Advisors
Texas
$464K -$185K -1,031 -29%
HCP
1627
Holt Capital Partners
Texas
$463K -$53.8K -300 -10%
WAG
1628
Winthrop Advisory Group
Massachusetts
$463K -$9.5K -53 -2%
CFS
1629
Cannon Financial Strategists
Georgia
$463K – – –
KC
1630
Kades & Cheifetz
Pennsylvania
$462K +$4.66K +26 +1%
VCP
1631
Verus Capital Partners
Arizona
$462K -$289K -1,614 -39%
LWP
1632
LMG Wealth Partners
Louisiana
$462K – – –
ITIM
1633
Indiana Trust & Investment Management
Indiana
$462K – – –
FBC
1634
Fairfield, Bush & Co
Connecticut
$462K – – –
RCA
1635
Ranch Capital Advisors
Florida
$461K +$10K +56 +2%
KAM
1636
Knightsbridge Asset Management
California
$460K -$378K -2,109 -45%
SC
1637
SRB Corp
Massachusetts
$459K +$90K +502 +24%
AAM
1638
Austin Asset Management
Texas
$458K -$179 -1 -0%
WA
1639
Waverly Advisors
Alabama
$458K +$19.7K +110 +5%
SCM
1640
SKBA Capital Management
California
$457K – – –
WEG
1641
World Equity Group
Illinois
$450K -$3.38M -18,857 -88%
AB
1642
Atlas Brown
Kentucky
$450K +$20.4K +114 +5%
FHA
1643
Flagship Harbor Advisors
Massachusetts
$449K -$29.4K -164 -6%
CB
1644
Cooke & Bieler
Pennsylvania
$448K -$1.68M -9,356 -79%
NHT
1645
New Hampshire Trust
New Hampshire
$448K +$6.45K +36 +1%
BONST
1646
Bank of Nova Scotia Trust
Ontario, Canada
$446K – – –
PIA
1647
Perennial Investment Advisors
California
$446K +$538 +3 +0.1%
SCA
1648
Stuart Chaussee & Associates
California
$446K – – –
GTAM
1649
Global Trust Asset Management
Florida
$445K – – –
AC
1650
Allstate Corporation
Illinois
$445K -$11.5K -64 -3%
64 65
66
67 68