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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 %
KAS
301
Kestra Advisory Services
Texas
$16.1M -$3.44M -22,068 -18%
GGI
302
Godsey & Gibb Inc
Virginia
$15.8M +$405K +2,598 +3%
MOACM
303
Mutual of America Capital Management
New York
$15.8M -$475K -3,047 -3%
1832 Asset Management
304
1832 Asset Management
Ontario, Canada
$15.7M +$4.44M +28,515 +39%
HPG
305
Harvest Portfolios Group
Ontario, Canada
$15.6M +$226K +1,451 +1%
AIM
306
Achmea Investment Management
Netherlands
$15.3M -$5.3M -33,971 -26%
JCM
307
Janney Capital Management
Pennsylvania
$15.2M +$1.05M +6,727 +7%
BHIA
308
Birch Hill Investment Advisors
Massachusetts
$15.2M -$1.48M -9,501 -9%
SSA
309
Schonfeld Strategic Advisors
New York
$15.2M +$15.2M +97,467 New
BCP
310
Blue Chip Partners
Michigan
$15.1M +$410K +2,632 +3%
SCA
311
Southern Capital Advisors
Tennessee
$15M +$289K +1,856 +2%
VV
312
Verity & Verity
South Carolina
$14.9M +$592K +3,795 +4%
BCM
313
Brookstone Capital Management
Illinois
$14.9M -$244K -1,603 -2%
VW
314
Vantage Wealth
California
$14.9M +$335K +2,150 +2%
BC
315
Bartlett & Co
Ohio
$14.8M -$152K -974 -1%
BCWM
316
Bartlett & Co Wealth Management
Ohio
$14.8M -$152K -974 -1%
OPS
317
Orion Portfolio Solutions
Nebraska
$14.7M -$605K -3,880 -4%
BCI
318
Brinker Capital Investments
Pennsylvania
$14.7M -$605K -3,880 -4%
OPERF
319
Oregon Public Employees Retirement Fund
Oregon
$14.7M -$2.81M -18,043 -16%
SOADOR
320
State of Alaska Department of Revenue
Alaska
$14.5M -$603K -3,870 -4%
GI
321
Gradient Investments
Minnesota
$14.5M -$121K -778 -0.8%
BCM
322
Bridgeway Capital Management
Texas
$14.5M -$328K -2,106 -2%
AI
323
Atria Investments
North Carolina
$14.5M -$946K -6,067 -6%
HNB
324
Huntington National Bank
Ohio
$14.3M -$461K -2,955 -3%
LA
325
LBP AM
France
$14.3M +$5.89M +37,792 +70%
11 12
13
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