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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 %
GWM
2151
Guardian Wealth Management
Illinois
$34K +$180 +1 +0.5%
JMF
2152
Johnson Midwest Financial
Iowa
$33.7K +$179 +1 +0.5%
WIM
2153
WealthPlan Investment Management
Nebraska
$32.3K -$68.1K -380 -68%
JGCM
2154
Joseph Group Capital Management
Ohio
$31.4K +$1.79K +10 +6%
FRA
2155
Front Row Advisors
California
$31K – – –
AFS
2156
Annapolis Financial Services
Maryland
$30.5K – – –
BC
2157
Belmont Capital
California
$29.9K +$19.7K +110 +193%
PFG
2158
Piershale Financial Group
Illinois
$29.6K +$180 +1 +0.6%
WAS
2159
Winch Advisory Services
Wisconsin
$29K -$3.36K -19 -10%
RTC
2160
Riverview Trust Company
Washington
$28.5K -$11.1K -62 -28%
CWA
2161
Carolina Wealth Advisors
South Carolina
$28.3K +$19.4K +108 +216%
PP
2162
PrairieView Partners
Minnesota
$26K – – –
KFS
2163
Kelly Financial Services
Massachusetts
$25.9K +$358 +2 +1%
IAS
2164
IMA Advisory Services
Colorado
$25.5K +$12.7K +71 +100%
VAG
2165
VisionPoint Advisory Group
Texas
$25.3K +$25.3K +141 New
CMP
2166
Coston McIsaac & Partners
Maine
$25K -$2.08K -12 -8%
AWM
2167
Abound Wealth Management
Tennessee
$25K +$6.83K +38 +38%
CWA
2168
Core Wealth Advisors
Florida
$24.6K +$15.2K +85 +163%
DFC
2169
DB Fitzpatrick & Co
Idaho
$23.1K – – –
PCFFS
2170
Pacific Center for Financial Services
California
$23K – – –
DSC
2171
Duncker Streett & Co
Missouri
$22.9K -$4.66K -26 -17%
RF
2172
Robbins Farley
New Hampshire
$22.8K – – –
FFL
2173
Financial Freedom LLC
Ohio
$22.4K – – –
SF
2174
Safeguard Financial
Wisconsin
$21K +$21K +119 New
FGAM
2175
Financial Gravity Asset Management
Texas
$20.8K +$1.36K +15 +7%
85 86
87
88 89