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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 %
FWM
1726
Forza Wealth Management
Florida
$369K – – –
FA
1727
Faithward Advisors
Pennsylvania
$367K +$148K +839 +68%
CIC
1728
Cutler Investment Counsel
Oregon
$366K – – –
TCB
1729
Texas Capital Bancshares
Texas
$366K +$32.8K +183 +10%
CWM
1730
Cahaba Wealth Management
Georgia
$366K -$30.1K -168 -8%
BFA
1731
Bill Few Associates
Pennsylvania
$366K +$35.5K +198 +11%
BMC
1732
Beaton Management Company
Massachusetts
$366K – – –
RWI
1733
Red Wave Investments
Pennsylvania
$365K +$8.07K +45 +2%
HR
1734
Howe & Rusling
New York
$363K +$896 +5 +0.2%
LA
1735
Lifeworks Advisors
Michigan
$363K +$363K +2,026 New
DC
1736
Darrow Company
Massachusetts
$363K -$6.63K -37 -2%
3IP
1737
3Chopt Investment Partners
Virginia
$362K -$14.2K -79 -4%
VC
1738
Vestor Capital
Illinois
$362K +$117K +650 +48%
BFA
1739
Benedict Financial Advisors
Georgia
$362K +$2.51K +14 +0.7%
GHAM
1740
Gilman Hill Asset Management
Connecticut
$362K – – –
FWTB
1741
First Western Trust Bank
Colorado
$361K -$3.05K -17 -0.8%
CAM
1742
Cozad Asset Management
Illinois
$361K -$48K -268 -12%
SW
1743
SteelPeak Wealth
California
$361K +$361K +2,012 New
BAM
1744
Bosun Asset Management
Illinois
$360K +$360K +2,010 New
SN
1745
Sittner & Nelson
Oregon
$360K +$179 +1 +0%
CIA
1746
Caerus Investment Advisors
Texas
$360K – – –
PWP
1747
Private Wealth Partners
California
$359K – – –
RP
1748
Rice Partnership
Hawaii
$359K – – –
MWM
1749
Merriman Wealth Management
Washington
$358K +$2.69K +15 +0.8%
PCP
1750
Proficio Capital Partners
Massachusetts
$358K -$75.8K -423 -17%
68 69
70
71 72