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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 %
CFG
501
Citizens Financial Group
Rhode Island
$7.33M -$173K -1,108 -2%
MCM
502
Mattern Capital Management
Colorado
$7.33M +$516K +3,309 +8%
XF
503
XML Financial
Maryland
$7.29M -$51.4K -330 -0.7%
EGM
504
Engineers Gate Manager
New York
$7.24M +$1.37M +8,803 +23%
Koshinski Asset Management
505
Koshinski Asset Management
Illinois
$7.23M -$63.8K -409 -0.9%
NIM
506
Northeast Investment Management
Massachusetts
$7.19M -$238K -1,530 -3%
ST
507
Spinnaker Trust
Maine
$7.14M -$163K -1,046 -2%
WAP
508
Wealthcare Advisory Partners
Pennsylvania
$7.09M -$64.8K -416 -0.9%
Canada Pension Plan Investment Board
509
Canada Pension Plan Investment Board
Ontario, Canada
$7.02M +$6.5M +41,680 +1,252%
JIM
510
Jensen Investment Management
Oregon
$7M -$225M -1,442,820 -97%
LSERS
511
Louisiana State Employees Retirement System
Louisiana
$6.98M – – –
TF
512
Tompkins Financial
New York
$6.86M +$869K +5,573 +14%
WMSA
513
Weiss Multi-Strategy Advisers
New York
$6.85M -$7.44M -47,727 -52%
SWP
514
Stratos Wealth Partners
Ohio
$6.85M +$359K +2,300 +6%
MFWM
515
Motley Fool Wealth Management
Virginia
$6.85M +$1.27M +8,136 +23%
BIG
516
Builder Investment Group
Georgia
$6.81M -$13.9K -89 -0.2%
SFWA
517
Summit Financial Wealth Advisors
Louisiana
$6.8M -$427K -3,010 -6%
KFP
518
Keystone Financial Planning
Ohio
$6.79M +$101K +646 +2%
VRS
519
Virginia Retirement Systems
Virginia
$6.76M -$21.1M -135,200 -76%
ATPW
520
Ashton Thomas Private Wealth
Arizona
$6.72M +$702K +4,503 +12%
CGH
521
Crossmark Global Holdings
Texas
$6.69M -$8.87K -57 -0.1%
Fidelity International
522
Fidelity International
Bermuda
$6.65M +$238K +1,527 +4%
DIA
523
Dean Investment Associates
Ohio
$6.62M +$86.8K +557 +1%
ZB
524
Zions Bancorporation
Utah
$6.61M +$363K +2,330 +6%
ETC
525
Exchange Traded Concepts
Oklahoma
$6.57M +$42.7K +274 +0.7%
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