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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 %
DJSG
1901
D.J. St. Germain
Massachusetts
$265K +$265K +1,477 New
AA
1902
Auxano Advisors
Washington
$264K – – –
MCI
1903
MRP Capital Investments
Georgia
$264K +$173K +8,804 +189%
WP
1904
WealthSource Partners
California
$264K +$6.27K +35 +2%
FNFDCM
1905
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$264K – – –
GAB
1906
German American Bancorp
Indiana
$264K -$23.7K -132 -8%
SMH
1907
Sanders Morris Harris
Texas
$263K – – –
EWM
1908
EPG Wealth Management
Georgia
$263K -$11.8K -66 -4%
AFT
1909
Alpha Family Trust
California
$263K – – –
SWM
1910
Sugarloaf Wealth Management
Georgia
$262K -$64.9K -362 -20%
BOPW
1911
Brandywine Oak Private Wealth
Pennsylvania
$260K -$359 -2 -0.1%
WI
1912
Wintrust Investments
Illinois
$260K -$895K -5,003 -77%
LJHT
1913
Laurie J. Hall Trustee
$260K – – –
WQ
1914
Wealth Quarterback
New Jersey
$259K +$18.6K +104 +8%
HIC
1915
Harvey Investment Company
Kentucky
$258K -$3.59K -20 -1%
Credit Agricole
1916
Credit Agricole
France
$257K +$41.2K +230 +19%
CWM
1917
Centurion Wealth Management
Virginia
$257K -$1.26K -7 -0.5%
BOSSRA
1918
B.O.S.S. Retirement Advisors
Utah
$256K +$69.9K +390 +38%
CFA
1919
CWS Financial Advisors
Michigan
$256K -$13.6K -76 -5%
SI
1920
Saxon Interests
Texas
$256K +$22.8K +127 +10%
FAG
1921
Fortitude Advisory Group
Washington
$255K -$9.14K -51 -3%
DCM
1922
Deuterium Capital Management
Florida
$254K +$254K +1,416 New
MA
1923
Mezzasalma Advisors
New Jersey
$253K +$1.79K +10 +0.7%
APG
1924
Abacus Planning Group
South Carolina
$253K +$22.8K +127 +10%
IP
1925
Investment Partners
Ohio
$253K -$108K -600 -30%
75 76
77
78 79