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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
$865M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.97B
3
Franklin Resources
Franklin Resources
California
$1.39B
4
Viking Global Investors
Viking Global Investors
Connecticut
$159M
5
Citadel Advisors
Citadel Advisors
Florida
$156M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.54B
2
Bank of America
Bank of America
North Carolina
$2.48B
3
BlackRock
BlackRock
New York
$9.73B
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$51.9M
5
Amundi
Amundi
France
$454M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
2251
Princeton Capital Management
New Jersey
– -$4.63M -23,848 Closed
TFG
2252
Tilson Financial Group
New Jersey
– -$4.44M -22,894 Closed
ECU
2253
Eisler Capital (UK)
United Kingdom
– -$4.25M -21,923 Closed
IAIM
2254
Industrial Alliance Investment Management
Quebec, Canada
– -$4.24M -21,875 Closed
FA
2255
Fortis Advisors
Pennsylvania
– -$3.53M -18,183 Closed
RCM
2256
Radnor Capital Management
Pennsylvania
– -$3.51M -18,113 Closed
LC
2257
Legacy CG
Texas
– -$3.39M -17,469 Closed
BHA
2258
Beech Hill Advisors
New York
– -$3.26M -16,800 Closed
IMCOOI
2259
Investment Management Corp of Ontario (IMCO)
Canada
– -$2.32M -11,945 Closed
HFRG
2260
Houlihan Financial Resource Group
Virginia
– -$2.13M -10,956 Closed
ETH
2261
Exos TFP Holdings
New York
– -$2.08M -10,710 Closed
FC
2262
Financial Consulate
Maryland
– -$1.74M -8,946 Closed
Group One Trading
2263
Group One Trading
Illinois
– -$1.61M -8,286 Closed
PRC
2264
Pearl River Capital
Michigan
– -$1.56M -8,061 Closed
AG
2265
AIA Group
Hong Kong
– -$1.44M -7,414 Closed
LCWP
2266
Legacy Capital Wealth Partners
Arkansas
– -$1.43M -7,365 Closed
WG
2267
Winton Group
United Kingdom
– -$1.21M -6,246 Closed
AWS
2268
Aspen Wealth Strategies
Colorado
– -$1.21M -6,243 Closed
WI
2269
WBI Investments
New Jersey
– -$1.14M -5,874 Closed
IA
2270
IFG Advisory
Georgia
– -$1.1M -5,646 Closed
LOAMS
2271
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.08M -5,575 Closed
WFM
2272
Wolff Financial Management
Michigan
– -$1.05M -5,391 Closed
SIS
2273
Strategic Investment Solutions
Illinois
– -$958K -4,937 Closed
DFG
2274
Delta Financial Group
New Jersey
– -$878K -4,527 Closed
GCM
2275
Greenland Capital Management
New York
– -$873K -4,500 Closed
89 90
91
92 93