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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
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 %
RMC
476
Resources Management Corp
Connecticut
$7.93M +$155K +994 +2%
LGF
477
LGT Group Foundation
Liechtenstein
$7.92M -$1.53M -9,886 -16%
AG
478
Advocate Group
Minnesota
$7.91M +$212K +1,361 +3%
FNT
479
First National Trust
Pennsylvania
$7.86M -$525K -3,371 -6%
SBIA
480
Sheaff Brock Investment Advisors
Indiana
$7.83M -$22.1K -142 -0.3%
SIG
481
Stonegate Investment Group
Alabama
$7.82M -$280K -1,795 -3%
SCM
482
Shelton Capital Management
Colorado
$7.78M +$1.68M +10,800 +28%
LBC
483
Lowe Brockenbrough & Co
Virginia
$7.77M -$152K -978 -2%
HC
484
Hendley & Co
Ohio
$7.73M +$18.5K +119 +0.2%
IIM
485
INTECH Investment Management
Florida
$7.72M -$3.76M -24,098 -33%
VWA
486
Visionary Wealth Advisors
Illinois
$7.72M +$50.5K +324 +0.7%
HIMCH
487
Hartford Investment Management Co (HIMCO)
Connecticut
$7.71M -$242K -1,551 -3%
ELC
488
Edgar Lomax Company
Virginia
$7.71M -$140K -895 -2%
ECM
489
Evergreen Capital Management
Washington
$7.68M -$480K -3,082 -6%
MCM
490
MAI Capital Management
Ohio
$7.65M +$95.4K +612 +1%
S
491
SignatureFD
Georgia
$7.63M -$124K -798 -2%
IIM
492
Intact Investment Management
Quebec, Canada
$7.61M +$585K +3,750 +8%
EWM
493
Empirical Wealth Management
Washington
$7.52M +$253K +1,623 +3%
CA
494
CSM Advisors
Pennsylvania
$7.51M -$7.79K -50 -0.1%
BMSSC
495
B. Metzler seel. Sohn & Co
Germany
$7.49M +$329K +2,110 +5%
TCM
496
Tufton Capital Management
Maryland
$7.49M +$200K +1,284 +3%
OCM
497
Olstein Capital Management
New York
$7.48M +$156K +1,000 +2%
CCB
498
Country Club Bank
Missouri
$7.44M -$122K -787 -2%
LOPW
499
Live Oak Private Wealth
North Carolina
$7.4M +$23.8K +153 +0.3%
PP
500
Prudential plc
United Kingdom
$7.34M +$2.89M +18,525 +65%
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