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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
1
Capital Research Global Investors
California
$865M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.97B
3
Franklin Resources
3
Franklin Resources
California
$1.39B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$159M
5
Citadel Advisors
5
Citadel Advisors
Florida
$156M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.54B
2
Bank of America
2
Bank of America
North Carolina
$2.48B
3
BlackRock
3
BlackRock
New York
$9.73B
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$51.9M
5
Amundi
5
Amundi
France
$454M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPA
2326
Nichols & Pratt Advisers
Massachusetts
– -$242K -1,250 Closed
MAM
2327
Meeder Asset Management
Ohio
– -$242K -1,246 Closed
XT
2328
XTX Topco
Cayman Islands
– -$242K -1,246 Closed
SDWIA
2329
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$237K -1,219 Closed
FPIS
2330
Financial Planning & Information Services
Wisconsin
– -$235K -1,210 Closed
EIP
2331
Ellis Investment Partners
Pennsylvania
– -$233K -1,202 Closed
CCWM
2332
Cassaday & Co Wealth Management
Virginia
– -$232K -1,196 Closed
AWM
2333
Avaii Wealth Management
Wisconsin
– -$230K -1,185 Closed
ONST
2334
Old North State Trust
North Carolina
– -$229K -1,180 Closed
PCI
2335
Planning Center Inc
Illinois
– -$225K -1,178 Closed
PCMC
2336
Private Capital Management (Colorado)
Colorado
– -$226K -1,164 Closed
ECG
2337
Edge Capital Group
Georgia
– -$223K -1,151 Closed
JCM
2338
Jacobsen Capital Management
Utah
– -$222K -1,143 Closed
AG
2339
Ascent Group
Virginia
– -$220K -1,133 Closed
WDG
2340
Wealth Dimensions Group
Ohio
– -$220K -1,133 Closed
GAA
2341
Global Assets Advisory
Florida
– -$216K -1,112 Closed
ATFA
2342
All Terrain Financial Advisors
Minnesota
– -$213K -1,100 Closed
HZ
2343
Hixon Zuercher
Ohio
– -$213K -1,100 Closed
WFG
2344
Wills Financial Group
Virginia
– -$213K -1,100 Closed
AIM
2345
AMI Investment Management
Indiana
– -$213K -1,100 Closed
CBFP
2346
Cedar Brook Financial Partners
Ohio
– -$212K -1,092 Closed
1W
2347
1776 Wealth
Georgia
– -$211K -1,088 Closed
MCP
2348
Mirador Capital Partners
California
– -$211K -1,088 Closed
WAM
2349
WNY Asset Management
New York
– -$209K -1,078 Closed
VC
2350
Veracity Capital
Georgia
– -$209K -1,077 Closed
92 93
94
95 96