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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 %
HFM
1801
Harvest Fund Management
China
$321K -$296K -1,655 -48%
WSCM
1802
Wellington Shields Capital Management
New York
$319K – – –
NWM
1803
NEIRG Wealth Management
Massachusetts
$318K -$18.1K -101 -5%
HWM
1804
HFR Wealth Management
New York
$317K -$8.96K -50 -3%
KCFA
1805
Key Client Fiduciary Advisors
New Jersey
$317K +$5.2K +29 +2%
CIC
1806
Chilton Investment Company
Connecticut
$316K +$31K +173 +11%
SNBOSD
1807
Security National Bank of So Dak
Iowa
$316K +$316K +1,763 New
FPWM
1808
FSB Premier Wealth Management
Iowa
$315K +$54K +301 +21%
FCA
1809
FinTrust Capital Advisors
South Carolina
$314K – – –
CIA
1810
Choate Investment Advisors
Massachusetts
$314K +$314K +1,751 New
GG
1811
Greenwood Gearhart
Arkansas
$314K -$2.15K -12 -0.7%
SW
1812
Simplicity Wealth
New Jersey
$314K – – –
WTB
1813
Washington Trust Bank
Washington
$312K -$128K -716 -29%
WP
1814
WMS Partners
Maryland
$311K -$22.1K -123 -7%
CANY
1815
Caxton Associates (New York)
New York
$311K -$225K -1,255 -42%
MPW
1816
MA Private Wealth
California
$310K – – –
HBT
1817
Heartland Bank & Trust
Illinois
$309K -$35.7K -199 -10%
LWM
1818
Lodestone Wealth Management
Washington
$308K +$4.3K +24 +1%
ACA
1819
Aspire Capital Advisors
Washington
$307K +$11.8K +66 +4%
SWP
1820
Semus Wealth Partners
Florida
$307K +$14.9K +83 +5%
1WA
1821
180 Wealth Advisors
Washington
$306K -$45.4K -247 -13%
MAM
1822
Morse Asset Management
Connecticut
$306K -$360K -2,005 -54%
WSC
1823
Wellington Shields & Co
New York
$306K – – –
BCA
1824
Bray Capital Advisors
Florida
$305K -$47.5K -265 -13%
SAM
1825
Secure Asset Management
Michigan
$305K -$19.5K -109 -6%
71 72
73
74 75