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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 %
CB
1926
CNB Bank
Pennsylvania
$252K +$64.4K +359 +34%
SFG
1927
Summit Financial Group
West Virginia
$252K – – –
EFI
1928
EHP Funds Inc
Canada
$251K -$7.17K -40 -3%
LFA
1929
Level Financial Advisors
New York
$251K +$251K +1,400 New
BFC
1930
Bedel Financial Consulting
Indiana
$250K +$538 +3 +0.2%
AWP
1931
Abacus Wealth Partners
California
$250K -$65.2K -364 -21%
PWA
1932
Providence Wealth Advisors
Illinois
$250K – – –
TAM
1933
Titleist Asset Management
Texas
$249K -$151K -842 -38%
LIA
1934
LBMC Investment Advisors
Tennessee
$248K +$2.33K +13 +0.9%
PWP
1935
Perfromance Wealth Partners
Illinois
$248K -$16.2K -90 -6%
FWP
1936
Falcon Wealth Planning
California
$248K +$248K +1,381 New
BCM
1937
Becker Capital Management
Oregon
$247K -$4.48K -25 -2%
TAM
1938
Tucker Asset Management
Colorado
$246K -$5.92K -33 -2%
AAP
1939
Arax Advisory Partners
Colorado
$246K -$83.9K -468 -25%
DIA
1940
Davidson Investment Advisors
Montana
$245K -$26.9K -150 -10%
LAS
1941
LWM Advisory Services
Florida
$245K – – –
TC
1942
Trilogy Capital
California
$244K +$46.3K +247 +23%
EM
1943
ELCO Management
New York
$243K – – –
ROTUOC
1944
Regents of the University of California
California
$242K – – –
SRC
1945
Shufro Rose & Co
New York
$242K – – –
D
1946
Diversified
Delaware
$242K -$2.69K -15 -1%
BBA
1947
Braun-Bostich & Associates
Pennsylvania
$242K -$10.4K -58 -4%
RBFC
1948
Roman Butler Fullerton & Co
Missouri
$241K +$241K +1,294 New
OPPS
1949
Obsidian Personal Planning Solutions
Maryland
$240K +$240K +1,340 New
WCM
1950
Wedge Capital Management
North Carolina
$240K – – –
76 77
78
79 80