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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 %
EIA
576
Eastover Investment Advisors
North Carolina
$5.71M +$25.9K +166 +0.5%
KNW
577
Kesler Norman & Wride
Utah
$5.7M -$2.96K -19 -0.1%
VVP
578
Venture Visionary Partners
Ohio
$5.69M +$541K +3,469 +11%
JIC
579
Johnson Investment Counsel
Ohio
$5.67M -$3.43K -22 -0.1%
CSPIA
580
Cary Street Partners Investment Advisory
Virginia
$5.65M +$2.74M +17,547 +94%
CM
581
Caption Management
Oklahoma
$5.59M +$3.96M +25,432 +245%
BCM
582
Birch Capital Management
Texas
$5.57M +$224K +1,434 +4%
BFS
583
Bard Financial Services
Connecticut
$5.53M – – –
GLA
584
Good Life Advisors
Pennsylvania
$5.45M +$12K +77 +0.2%
WA
585
Wambolt & Associates
Colorado
$5.44M -$17.1K -110 -0.3%
PP
586
PDS Planning
Ohio
$5.41M -$41.6K -267 -0.8%
CCMG
587
Clark Capital Management Group
Pennsylvania
$5.41M – – –
Lido Advisors
588
Lido Advisors
California
$5.4M +$230K +1,474 +4%
NSIM
589
North Star Investment Management
Illinois
$5.39M -$139K -892 -3%
BBVA
590
Banco Bilbao Vizcaya Argentaria
Spain
$5.38M +$737K +4,724 +16%
CAMG
591
CWA Asset Management Group
Florida
$5.3M +$158K +1,014 +3%
CAM
592
Columbia Asset Management
Michigan
$5.26M -$104K -667 -2%
PWM
593
Perigon Wealth Management
California
$5.26M -$309K -1,982 -6%
BRM
594
Boston Research & Management
Massachusetts
$5.25M +$93K +597 +2%
NB
595
Northwest Bancshares
Pennsylvania
$5.23M +$148K +949 +3%
SFA
596
Sequoia Financial Advisors
Ohio
$5.22M -$262K -1,678 -5%
WBG
597
Wharton Business Group
Pennsylvania
$5.21M +$2.79M +17,925 +116%
BSW
598
Buckingham Strategic Wealth
Missouri
$5.2M -$646K -4,147 -11%
EOJOAM
599
E. Ohman J:or Asset Management
Sweden
$5.19M +$109K +700 +2%
MPAM
600
Murphy Pohlad Asset Management
Minnesota
$5.19M +$140K +900 +3%
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