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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 %
IAA
401
Independent Advisor Alliance
North Carolina
$10.6M -$295K -1,890 -3%
Man Group
402
Man Group
United Kingdom
$10.6M -$32.9M -183,820 Closed
BPA
403
Beacon Pointe Advisors
California
$10.6M +$4.51M +28,930 +74%
WIC
404
Woodmont Investment Counsel
Tennessee
$10.6M +$198K +1,271 +2%
LCM
405
Logan Capital Management
Pennsylvania
$10.6M +$372K +2,385 +4%
MGIM
406
M&G Investment Management
United Kingdom
$10.5M +$2.59M +16,573 +32%
LIM
407
Lathrop Investment Management
Arkansas
$10.5M -$437K -2,801 -4%
HI
408
Hendershot Investments
Virginia
$10.5M -$277K -1,777 -3%
TWC
409
TD Waterhouse Canada
Ontario, Canada
$10.5M -$481K -2,998 -4%
CAM
410
Congress Asset Management
Massachusetts
$10.5M +$315K +2,020 +3%
Mackenzie Financial
411
Mackenzie Financial
Ontario, Canada
$10.4M -$95.3K -620 -0.9%
PMEF
412
Point72 Middle East FZE
United Arab Emirates
$10.4M +$10.4M +66,869 New
AAIS
413
ABN AMRO Investment Solutions
$10.4M +$1M +6,416 +11%
GIBU
414
Gulf International Bank (UK)
United Kingdom
$10.4M -$1.04M -6,644 -9%
TC
415
TownSquare Capital
Utah
$10.3M -$740K -4,748 -7%
CWM
416
Congress Wealth Management
Massachusetts
$10.3M +$363K +2,330 +4%
GCM
417
Graham Capital Management
Connecticut
$10.3M -$7.59M -48,708 -42%
BCIM
418
British Columbia Investment Management
British Columbia, Canada
$10.3M +$85.1K +546 +0.8%
GIA
419
Guyasuta Investment Advisors
Pennsylvania
$10.3M -$265K -1,697 -3%
TRSOTSOK
420
Teachers Retirement System of the State of Kentucky
Kentucky
$10.3M – – –
SPIA
421
Steward Partners Investment Advisory
New York
$10.2M +$180K +1,152 +2%
QC
422
Quadrature Capital
United Kingdom
$10.2M +$846K +5,428 +9%
PR
423
Payden & Rygel
California
$10.2M -$46.8K -300 -0.5%
PRIG
424
Payden & Rygel Investment Group
California
$10.2M +$10.2M +65,210 New
NCM
425
Noesis Capital Mangement
Florida
$10.2M -$58.1K -373 -0.6%
15 16
17
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