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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 %
MCC
1876
Money Concepts Capital
Florida
$280K -$35.1K -196 -11%
AAM
1877
Alphadyne Asset Management
New York
$280K +$280K +1,564 New
AWM
1878
Accel Wealth Management
Iowa
$280K -$32.3K -180 -10%
AA
1879
Aire Advisors
California
$279K +$1.79K +10 +0.6%
HBW
1880
Hazlett, Burt & Watson
West Virginia
$279K -$11.3K -63 -4%
QPWM
1881
Quadrant Private Wealth Management
Pennsylvania
$279K – – –
PSP
1882
Pacific Sage Partners
Washington
$278K -$717 -4 -0.3%
BBNB
1883
Baker Boyer National Bank
Washington
$277K – – –
EFL
1884
ERn Financial LLC
Wisconsin
$277K +$277K +1,546 New
MHR
1885
Matthew Hamilton Rosenberg
$277K -$31.9K -178 -10%
LA
1886
LexAurum Advisors
Kansas
$277K -$11.8K -66 -4%
CFC
1887
Coyle Financial Counsel
Illinois
$276K +$896 +5 +0.3%
IPW
1888
Invictus Private Wealth
Colorado
$276K -$10.8K -60 -4%
KA
1889
Kercheville Advisors
Texas
$275K -$11.5K -64 -4%
CFD
1890
Creative Financial Designs
Indiana
$274K -$59.5K -332 -18%
FL
1891
Fort LP
Maryland
$273K +$79.2K +442 +41%
OPCM
1892
Osborne Partners Capital Management
California
$271K -$17.9K -100 -6%
AGC
1893
Aspen Grove Capital
Colorado
$269K +$25.5K +142 +10%
RC
1894
RBO & Co
California
$269K – – –
TWA
1895
TCI Wealth Advisors
Arizona
$269K -$18.6K -104 -6%
LB
1896
Leo Brokerage
Texas
$268K +$39.4K +220 +17%
MIC
1897
Means Investment Company
Maine
$266K +$717 +4 +0.3%
MCAI
1898
Members Capital Advisors Inc
Wisconsin
$265K -$3.16M -17,616 -92%
VAM
1899
Verity Asset Management
North Carolina
$265K -$35.1K -196 -12%
ACM
1900
Arcataur Capital Management
Wisconsin
$265K +$265K +1,478 New
74 75
76
77 78