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United Parcel Service
UPS

Overview Fund Activity

2,186 hedge funds and large institutions have $78.8B invested in United Parcel Service in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 885 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,186
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.86%
Holding in Top 10
51
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-22.73%
% of All Funds
0.81%
New
133
Increased
885
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$1.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
4
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$664M
4
JIM
4
Jensen Investment Management
Oregon
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
226
AQR Capital Management
Connecticut
$25M +$7.67M +49,356 +44%
Vontobel Holding
227
Vontobel Holding
Switzerland
$24.9M +$270K +1,734 +1%
Brown Advisory
228
Brown Advisory
Maryland
$24.9M -$1.7M -10,885 -6%
PAS
229
Professional Advisory Services
Florida
$24.9M +$2.58M +16,546 +12%
Teacher Retirement System of Texas
230
Teacher Retirement System of Texas
Texas
$24.8M -$1.04M -6,704 -4%
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$24.6M -$631K -4,047 -2%
KFC
232
Klingenstein Fields & Co
New York
$24.5M -$264K -1,694 -1%
MML Investors Services
233
MML Investors Services
Massachusetts
$24.3M +$617K +3,960 +3%
AWM
234
Axxcess Wealth Management
California
$24.3M -$4.55M -29,170 -16%
MAMU
235
Marathon Asset Management (UK)
United Kingdom
$24.1M -$1.27M -8,120 -5%
Natixis Advisors
236
Natixis Advisors
Massachusetts
$23.9M -$15.1M -96,872 -39%
First Manhattan
237
First Manhattan
New York
$23.9M -$800K -5,133 -3%
FAF
238
Fjarde Ap-fonden
Sweden
$23.9M -$421K -2,700 -2%
UB
239
UMB Bank
Missouri
$23.5M -$1.13M -7,280 -5%
TPSF
240
Texas Permanent School Fund
Texas
$23.4M -$388K -2,492 -2%
KIA
241
KCM Investment Advisors
California
$23.4M -$557K -3,571 -2%
Parallax Volatility Advisers
242
Parallax Volatility Advisers
California
$23M +$23M +147,343 New
COPPSERS
243
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.7M +$2.97M +19,023 +15%
ECU
244
Eisler Capital (UK)
United Kingdom
$22.6M +$22.6M +144,718 New
WPC
245
Waters Parkerson & Co
Louisiana
$22.4M +$39.7K +255 +0.2%
II
246
IFM Investors
Australia
$22.2M +$644K +4,133 +3%
SI
247
Stephens Inc
Arkansas
$22.1M +$708K +4,541 +3%
CCP
248
Clarkston Capital Partners
Michigan
$21.8M -$222K -1,425 -1%
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$21.7M -$502K -3,221 -2%
CL
250
Choreo LLC
Illinois
$21.3M +$600K +3,851 +3%
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