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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 %
SAG
1751
Spotlight Asset Group
Illinois
$357K -$5.74K -32 -2%
RAG
1752
RIA Advisory Group
Iowa
$357K – – –
CIAS
1753
CFS Investment Advisory Services
New Jersey
$357K +$357K +1,989 New
ME
1754
McIlrath & Eck
Washington
$357K -$5.38K -30 -1%
JAG
1755
Journey Advisory Group
Kentucky
$357K – – –
AC
1756
Avestar Capital
New York
$356K -$55K -307 -13%
DBIA
1757
Dumont & Blake Investment Advisors
New Jersey
$355K -$16K -89 -4%
WB
1758
West Bancorporation
Iowa
$354K +$54.1K +302 +18%
EW
1759
Evoke Wealth
California
$352K +$8.42K +47 +2%
BAM
1760
Belpointe Asset Management
Nevada
$352K -$1.14M -6,348 -76%
PP
1761
PFS Partners
New Jersey
$352K +$179 +1 +0.1%
SAM
1762
Strategy Asset Managers
California
$351K -$4.84K -27 -1%
DCM
1763
Dudley Capital Management
Virginia
$350K +$9.86K +55 +3%
PTP
1764
Platform Technology Partners
New York
$350K -$926 -5 -0.3%
FCP
1765
Fidelis Capital Partners
Florida
$350K -$22K -123 -6%
KFA
1766
Krane Funds Advisors
New York
$348K -$206K -1,150 -37%
FHC
1767
First Heartland Consultants
Missouri
$348K -$46.1K -257 -12%
GWP
1768
Gateway Wealth Partners
Wisconsin
$346K -$16.5K -92 -5%
VCP
1769
Vista Capital Partners
Oregon
$344K – – –
ST
1770
Smithfield Trust
Pennsylvania
$344K -$13.5K -75 -4%
DA
1771
Drake & Associates
Wisconsin
$343K -$16K -89 -4%
CC
1772
Corton Capital
Ontario, Canada
$343K +$8.96K +50 +3%
WMA
1773
Wealth Management Associates
New Jersey
$342K -$9.86K -55 -3%
OAM
1774
Oak Asset Management
California
$341K +$55.9K +312 +20%
CIC
1775
Chase Investment Counsel
Virginia
$341K +$33.2K +185 +11%
69 70
71
72 73