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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 %
PWP
1851
Pursue Wealth Partners
California
$290K – – –
GSC
1852
Grey Street Capital
Illinois
$289K +$64.7K +361 +29%
AL
1853
Aspiriant LLC
California
$289K -$8.07K -45 -3%
SWA
1854
Sax Wealth Advisors
New Jersey
$288K – – –
AF
1855
Apexium Financial
Texas
$287K +$51.1K +285 +22%
CAM
1856
CenterStar Asset Management
Illinois
$287K +$287K +1,602 New
RPCONE
1857
Retirement Planning Company of New England
Rhode Island
$287K -$896 -5 -0.3%
SFG
1858
Sunburst Financial Group
Alabama
$287K +$25.6K +143 +10%
AWMNH
1859
Arcadia Wealth Management (New Hampshire)
New Hampshire
$287K +$287K +1,599 New
SRC
1860
Sage Rhino Capital
California
$286K -$23.7K -132 -8%
EWA
1861
Encompass Wealth Advisors
Oregon
$285K – – –
AA
1862
AlphaMark Advisors
Kentucky
$285K -$84.9K -474 -23%
WCF
1863
West Coast Financial
California
$285K +$285K +1,589 New
CP
1864
Castleview Partners
Texas
$284K -$52.2K -291 -16%
CHAM
1865
Clear Harbor Asset Management
Connecticut
$284K +$5.38K +30 +2%
GWA
1866
GGM Wealth Advisors
Maryland
$283K +$283K +1,527 New
CIP
1867
Chartwell Investment Partners
Pennsylvania
$282K -$10.2K -57 -3%
DAM
1868
Derbend Asset Management
Georgia
$282K +$54.8K +306 +24%
CTC
1869
Corundum Trust Company
South Dakota
$282K +$282K +1,572 New
CA
1870
Cornerstone Advisory
Maryland
$281K -$107K -599 -28%
VC
1871
Vicus Capital
Pennsylvania
$281K -$32.4K -181 -10%
SEP
1872
Southland Equity Partners
Missouri
$281K +$30.8K +172 +12%
BCP
1873
Berkeley Capital Partners
Georgia
$281K +$12.7K +71 +5%
BCM
1874
Boltwood Capital Management
California
$281K +$2.51K +14 +0.9%
QC
1875
Quent Capital
New York
$280K -$4.3K -24 -2%
73 74
75
76 77