UPS icon

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$664M
4
JIM
Jensen Investment Management
Oregon
$7M
5
Ameriprise
Ameriprise
Minnesota
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
426
Isthmus Partners
Wisconsin
$10.1M +$77.6K +498 +0.8%
BFIM
427
Beese Fulmer Investment Management
Ohio
$10.1M -$295K -1,894 -3%
9WM
428
9258 Wealth Management
Ohio
$10M -$95.5K -613 -0.9%
WB
429
WesBanco Bank
West Virginia
$9.93M +$160K +1,025 +2%
CA
430
Cullinan Associates
Kentucky
$9.9M +$431K +2,763 +5%
SCA
431
Stonebridge Capital Advisors
Minnesota
$9.76M +$360K +2,308 +4%
LCM
432
LVM Capital Management
Michigan
$9.74M -$216K -1,388 -2%
AAS
433
Ameritas Advisory Services
Nebraska
$9.69M +$8.85M +56,859 +1,062%
LA
434
Lynch & Associates
Indiana
$9.54M -$74.7K -479 -0.8%
GT
435
Glenview Trust
Kentucky
$9.53M -$34.3K -220 -0.4%
USCWA
436
U.S. Capital Wealth Advisors
Texas
$9.5M +$182K +1,168 +2%
IWC
437
Integrated Wealth Concepts
Massachusetts
$9.48M -$741K -4,754 -7%
EMPI
438
Elo Mutual Pension Insurance
Finland
$9.46M +$178K +1,139 +2%
WIC
439
Wilkins Investment Counsel
Massachusetts
$9.45M -$77.9K -500 -0.8%
PFS
440
Prospera Financial Services
Texas
$9.42M +$164K +1,050 +2%
IG
441
ING Group
Netherlands
$9.38M +$6.98M +44,760 +290%
SIC
442
Sigma Investment Counselors
Michigan
$9.37M -$32.3K -207 -0.3%
RBC
443
Romano Brothers & Co
Illinois
$9.29M +$49.9K +320 +0.5%
KRS
444
Kentucky Retirement Systems
Kentucky
$9.21M +$122K +785 +1%
CG
445
Colony Group
Massachusetts
$9.17M -$16.7K -107 -0.2%
EAM
446
Eagle Asset Management
Florida
$9.13M -$57.1M -366,552 -86%
Macquarie Group
447
Macquarie Group
Australia
$9.09M +$1.26M +8,088 +16%
CM
448
Capital Management
Virginia
$8.99M +$1.93M +12,387 +27%
CA
449
CapWealth Advisors
Tennessee
$8.96M +$181K +1,159 +2%
LW
450
Linscomb Wealth
Texas
$8.95M -$308K -1,979 -3%
16 17
18
19 20