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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 %
LAM
1976
Lifestyle Asset Management
Texas
$229K +$14K +78 +6%
PFG
1977
Prosperity Financial Group
California
$229K +$229K +1,280 New
NFSG
1978
Newbridge Financial Services Group
Florida
$229K -$10K -56 -4%
NFG
1979
Nadler Financial Group
Illinois
$229K +$8.96K +50 +4%
AIA
1980
Angeles Investment Advisors
California
$227K +$5.74K +32 +3%
MWP
1981
Madison Wealth Partners
Wisconsin
$227K – – –
RB
1982
Renasant Bank
Mississippi
$227K -$43.2K -241 -16%
KWS
1983
Keystone Wealth Services
California
$226K +$1.25K +7 +0.6%
GJIA
1984
Glass Jacobson Investment Advisors
Maryland
$225K +$225K +1,255 New
NRC
1985
New Republic Capital
North Carolina
$225K -$8.25K -46 -4%
W
1986
Wealthquest
Ohio
$225K – – –
SIS
1987
Sound Income Strategies
Florida
$224K +$22.8K +127 +11%
GFP
1988
Gryphon Financial Partners
Ohio
$224K -$192K -1,071 -46%
RFA
1989
Resurgent Financial Advisors
Georgia
$224K +$3.23K +18 +1%
BA
1990
Bluesphere Advisors
Pennsylvania
$223K -$20.4K -114 -8%
NCM
1991
Northside Capital Management
Oregon
$223K – – –
FWM
1992
Fairhaven Wealth Management
Illinois
$222K +$222K +1,238 New
SF
1993
Symphony Financial
Texas
$221K -$3.87K -22 -2%
ACP
1994
Aveo Capital Partners
Colorado
$221K -$16.5K -92 -7%
ASC
1995
Atalanta Sosnoff Capital
New York
$220K -$3.25M -18,156 -94%
BFG
1996
Berger Financial Group
Minnesota
$220K -$1.26K -7 -0.6%
FWA
1997
FSM Wealth Advisors
Ohio
$220K -$22.6K -122 -9%
FC
1998
Fulcrum Capital
Washington
$219K +$12.2K +68 +6%
APW
1999
Aurora Private Wealth
New Jersey
$218K -$2.33K -13 -1%
TP
2000
Tranquility Partners
Tennessee
$218K +$2.69K +15 +1%
78 79
80
81 82