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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 %
FOA
2026
Five Oceans Advisors
California
$207K +$7.35K +41 +4%
CAL
2027
Capital Advisors Ltd
Ohio
$206K -$9.14K -51 -4%
LA
2028
LVW Advisors
New York
$205K -$538K -3,005 -72%
BDFN
2029
Bond & Devick Financial Network
Minnesota
$205K -$1.79K -10 -0.9%
MA
2030
MONECO Advisors
Connecticut
$204K -$136K -760 -40%
AWM
2031
Act Wealth Management
Texas
$204K -$7.17K -40 -3%
BWM
2032
Baystate Wealth Management
Massachusetts
$204K +$109K +610 +116%
WG
2033
Welch Group
Alabama
$204K -$179 -1 -0.1%
HIC
2034
Holderness Investments Company
North Carolina
$204K -$896 -5 -0.4%
IWN
2035
Independent Wealth Network
Iowa
$203K +$717 +4 +0.4%
GWS
2036
Glassman Wealth Services
Virginia
$203K -$57.4K -320 -22%
NFP
2037
Narus Financial Partners
Utah
$202K +$6.81K +38 +3%
JFG
2038
Jefferies Financial Group
New York
$197K -$3.53M -19,686 -95%
HWA
2039
HHM Wealth Advisors
Tennessee
$196K -$2.15K -12 -1%
EDRH
2040
Edmond de Rothschild Holding
Switzerland
$195K – – –
GFPC
2041
Global Financial Private Client
Florida
$193K -$9.56K -52 -5%
MSFP
2042
Mark Sheptoff Financial Planning
Connecticut
$188K -$161K -900 -46%
USB
2043
Union Savings Bank
Connecticut
$185K +$185K +987 New
CYG
2044
Clean Yield Group
Vermont
$183K -$17.9K -100 -9%
PMFA
2045
Plante Moran Financial Advisors
Michigan
$181K – – –
CLOS
2046
Compagnie Lombard Odier SCmA
Switzerland
$181K +$181K +1,011 New
MG
2047
MilWealth Group
Wisconsin
$178K – – –
MCM
2048
MV Capital Management
Maryland
$176K -$11.3K -63 -6%
ADL
2049
Asset Dedication LLC
California
$176K +$6.06K +34 +4%
BCMLT
2050
Beacon Capital Management LLC (Tennessee)
Tennessee
$175K +$10.9K +61 +7%
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