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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 %
WP
1951
WealthPLAN Partners
Nebraska
$239K -$3.94K -22 -2%
OHWA
1952
Oak Hill Wealth Advisors
Virginia
$239K +$179 +1 +0.1%
QFA
1953
Quantum Financial Advisors
California
$238K – – –
WE
1954
Wealth Effects
Massachusetts
$238K +$5.38K +30 +2%
CCFM
1955
Clear Creek Financial Management
Washington
$238K +$12.6K +70 +6%
VCWA
1956
Vanguard Capital Wealth Advisors
Colorado
$238K +$238K +1,327 New
HFW
1957
Horizon Family Wealth
Illinois
$237K -$717 -4 -0.3%
HI
1958
Hudock Inc
Pennsylvania
$237K +$5.02K +28 +2%
WA
1959
Wealth Architects
California
$236K +$18.3K +102 +8%
NC
1960
NBW Capital
Massachusetts
$236K -$6.1K -34 -3%
EL
1961
Essex LLC
Illinois
$236K -$69.3K -387 -23%
WA
1962
WBH Advisory
Maryland
$236K – – –
DA
1963
Dillon & Associates
Michigan
$235K -$13.4K -75 -5%
KFI
1964
Key Financial Inc
Pennsylvania
$235K +$8.07K +45 +4%
JF
1965
Joule Financial
Kentucky
$234K +$234K +1,308 New
AFAS
1966
Acorn Financial Advisory Services
Virginia
$234K +$27.8K +155 +13%
NWM
1967
Northwest Wealth Management
Iowa
$234K -$5.02K -28 -2%
RCG
1968
Resource Consulting Group
Florida
$234K +$234K +1,305 New
AMCA
1969
Arthur M. Cohen & Associates
Illinois
$234K – – –
PB
1970
Pinnacle Bancorp
Nebraska
$233K +$10K +56 +5%
EFG
1971
Everhart Financial Group
Ohio
$232K -$39.1K -218 -14%
QCIG
1972
Quad-Cities Investment Group
Iowa
$232K -$19K -106 -8%
TIA
1973
Tiemann Investment Advisors
California
$232K – – –
CAI
1974
Capital Advisors Inc
Oklahoma
$230K -$28.7K -160 -11%
AWM
1975
Avior Wealth Management
Nebraska
$230K +$5.92K +33 +3%
77 78
79
80 81