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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 %
TFP
2126
Tilia Fiduciary Partners
North Carolina
$58.8K +$8.78K +49 +18%
CPA
2127
Cowen Prime Advisors
New York
$58.6K – – –
OA
2128
Operose Advisors
Wisconsin
$57K -$8.78K -49 -13%
TAIM
2129
TD Ameritrade Investment Management
Nebraska
$57K -$8.12K -45 -12%
PO
2130
Private Ocean
California
$56.3K – – –
FCAG
2131
First Capital Advisors Group
New Jersey
$54.1K +$54.1K +302 New
MBFW
2132
Morton Brown Family Wealth
Pennsylvania
$53.8K – – –
BWA
2133
BDO Wealth Advisors
Florida
$53.1K +$16.1K +90 +44%
FP
2134
Financial Perspectives
Minnesota
$52.5K – – –
LSA
2135
Lansing Street Advisors
Pennsylvania
$51.9K +$537 +3 +1%
JGIA
2136
Jackson Grant Investment Advisers
Connecticut
$49.8K – – –
PA
2137
PSI Advisors
Florida
$49.8K +$44.8K +250 +893%
FFC
2138
First Financial Corp
Indiana
$48.2K -$2.69K -15 -5%
GC
2139
Gould Capital
Washington
$47.7K +$8.96K +50 +23%
MRCM
2140
M&R Capital Management
New Jersey
$44.9K +$539 +3 +1%
GKIM
2141
GW&K Investment Management
Massachusetts
$42K +$42K +235 New
WOSD
2142
WFA of San Diego
California
$40K +$40K +223 New
PSB
2143
Piscataqua Savings Bank
New Hampshire
$39.1K – – –
HFS
2144
HBC Financial Services
Washington
$39K -$70K -384 -64%
WTG
2145
West Tower Group
Virginia
$38K +$38K +212 New
SOW
2146
State of Wyoming
Wyoming
$36.4K -$45.7K -255 -56%
BIA
2147
Bell Investment Advisors
California
$35.7K -$8.78K -49 -20%
GA
2148
GoalVest Advisory
New York
$35.7K -$1.61K -9 -4%
FCT
2149
First Community Trust
Iowa
$35.7K – – –
CPG
2150
Cornerstone Planning Group
New Jersey
$35.7K +$35.7K +199 New
84 85
86
87 88