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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 %
TCM
2101
TD Capital Management
Tennessee
$87.9K +$895 +5 +1%
TSWM
2102
Tyler-Stone Wealth Management
Ohio
$84K +$84K +469 New
SIC
2103
SJS Investment Consulting
Ohio
$83.4K -$3.23K -18 -4%
AWM
2104
Atticus Wealth Management
Florida
$81.4K -$7.71K -43 -9%
BHWM
2105
Beaird Harris Wealth Management
Texas
$79.8K – – –
YDMI
2106
Y.D. More Investments
Israel
$78.9K -$2.69K -15 -3%
TC
2107
Tacita Capital
Ontario, Canada
$78K -$12.6K -70 -14%
HDIM
2108
Hanson & Doremus Investment Management
Vermont
$77K – – –
FPFS
2109
First Personal Financial Services
North Carolina
$75.5K +$4.48K +25 +6%
CWC
2110
Carolinas Wealth Consulting
North Carolina
$72.9K -$29K -162 -28%
EIM
2111
Essex Investment Management
Massachusetts
$72.4K -$6.27K -35 -8%
FA
2112
Fiduciary Alliance
South Carolina
$71.9K +$71.9K +401 New
FC
2113
Family CFO
California
$71.7K – – –
RI
2114
Ridgewood Investments
New Jersey
$71.3K – – –
MIM
2115
Macroview Investment Management
Maryland
$68.8K – – –
WOC
2116
West Oak Capital
California
$67.9K -$47K -262 -41%
HIM
2117
Hillsdale Investment Management
Ontario, Canada
$67K -$16.1K -90 -19%
RDIA
2118
RE Dickinson Investment Advisors
Iowa
$67K +$1.96K +11 +3%
SFG
2119
Steward Financial Group
Texas
$67K +$67K +375 New
NCM
2120
Northwest Capital Management
Oregon
$65.4K +$65.4K +365 New
BWS
2121
Buck Wealth Strategies
Colorado
$63.8K +$63.8K +356 New
BCM
2122
Blume Capital Management
California
$61.8K – – –
MFT
2123
Moisand Fitzgerald Tamayo
Florida
$60.6K – – –
EARNEST Partners
2124
EARNEST Partners
Georgia
$60.6K – – –
TWP
2125
TFO Wealth Partners
Ohio
$59.7K -$96.1K -536 -62%
83 84
85
86 87