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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
+$900M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
Marshall Wace
Marshall Wace
United Kingdom
+$146M
4
Franklin Resources
Franklin Resources
California
+$138M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$479M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$408M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$342M
4
JIM
Jensen Investment Management
Oregon
-$225M
5
Ameriprise
Ameriprise
Minnesota
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
551
Riverview Capital Advisers
Massachusetts
$6.2M – – –
CGH
552
CMG Global Holdings
Texas
$6.18M – – –
AFG
553
Albion Financial Group
Utah
$6.17M +$169K +1,084 +3%
EFIC
554
Eliot Finkel Investment Counsel
California
$6.17M -$2.34K -15 -0%
SWS
555
SYSTM Wealth Solutions
Illinois
$6.16M -$3.64M -23,348 -37%
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$6.11M -$307K -1,967 -5%
TRCT
557
Tower Research Capital (TRC)
New York
$6.09M -$1.26M -8,053 -17%
GVAG
558
Great Valley Advisor Group
Delaware
$6.08M +$683K +4,381 +13%
AM
559
AGF Management
Ontario, Canada
$6M -$647K -4,150 -10%
NGA
560
Naples Global Advisors
Florida
$5.97M +$141K +904 +2%
IPW
561
Inlet Private Wealth
Florida
$5.93M -$457K -2,933 -7%
BONH
562
Bank of New Hampshire
New Hampshire
$5.9M -$9.35K -60 -0.2%
CI
563
CX Institutional
Indiana
$5.89M -$1.1M -7,043 -16%
IEFM
564
IQ EQ Fund Management
Ireland
$5.87M +$260K +1,665 +5%
NMERB
565
New Mexico Educational Retirement Board
New Mexico
$5.87M +$343K +2,200 +6%
EF
566
Empowered Funds
Pennsylvania
$5.86M +$554K +3,554 +10%
RP
567
Rowlandmiller & Partners
Georgia
$5.86M +$322K +2,065 +6%
SCA
568
Snowden Capital Advisors
New York
$5.85M -$306K -1,964 -5%
CB
569
Cadence Bank
Mississippi
$5.84M -$30.9K -198 -0.5%
IWM
570
Iams Wealth Management
Nebraska
$5.82M +$5.82M +37,338 New
ECM
571
EagleClaw Capital Management
Massachusetts
$5.76M +$99.8K +640 +2%
SC
572
Savoie Capital
Illinois
$5.76M +$5.76M +36,928 New
CA
573
Cornerstone Advisors
North Carolina
$5.75M -$717K -4,600 -11%
AWS
574
Atria Wealth Solutions
New York
$5.75M -$128K -824 -2%
WT
575
Whittier Trust
California
$5.73M +$4.99K +32 +0.1%
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