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United Parcel Service
UPS

Overview Fund Activity

2,187 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, 886 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.87%
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
886
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 %
KPWS
351
Kestra Private Wealth Services
Texas
$12.8M +$1.23M +7,917 +11%
WWP
352
Waypoint Wealth Partners
California
$12.8M – – –
KCM
353
Kornitzer Capital Management
Kansas
$12.7M -$4.36K -28 -0%
HIMC
354
Heritage Investors Management Corp
Maryland
$12.6M -$149K -956 -1%
ISB
355
Iowa State Bank
Iowa
$12.5M -$60.6K -389 -0.5%
SMDAM
356
Sumitomo Mitsui DS Asset Management
Japan
$12.5M -$2.47M -15,870 -17%
TSW
357
Thompson Siegel & Walmsley
Virginia
$12.4M +$5.77K +37 +0%
WIC
358
Willis Investment Counsel
Georgia
$12.4M – – –
BAAM
359
Baker Avenue Asset Management
California
$12.4M -$9.99M -64,096 -45%
IMPI
360
Ilmarinen Mutual Pension Insurance
Finland
$12.3M – – –
Kayne Anderson Rudnick Investment Management
361
Kayne Anderson Rudnick Investment Management
California
$12.3M -$4.94M -31,694 -29%
BNP Paribas Asset Management
362
BNP Paribas Asset Management
France
$12.2M -$876K -5,622 -7%
Public Sector Pension Investment Board (PSP Investments)
363
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.1M +$1.26M +8,073 +12%
EWM
364
Evercore Wealth Management
New York
$12M -$623K -3,999 -5%
JC
365
Jacobs & Co
California
$12M +$77.3K +496 +0.6%
SFG
366
StrategIQ Financial Group
Indiana
$11.9M -$61.4K -394 -0.5%
RWP
367
RWA Wealth Partners
Massachusetts
$11.9M +$10.7M +68,376 +886%
SFM
368
Stack Financial Management
Montana
$11.8M +$102K +652 +0.9%
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$11.8M +$7.02K +45 +0.1%
EB
370
Eastern Bank
Massachusetts
$11.7M +$10.7M +68,653 +1,053%
UBV
371
United Bank (Virginia)
Virginia
$11.7M +$175K +1,124 +2%
NW
372
NewEdge Wealth
Pennsylvania
$11.6M +$712K +4,571 +7%
TCM
373
Telos Capital Management
California
$11.6M +$115K +740 +1%
VIP
374
Vantage Investment Partners
Missouri
$11.5M +$977K +6,269 +9%
HFS
375
Hantz Financial Services
Michigan
$11.5M +$3.38M +21,714 +42%
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