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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 %
AAS
601
Avantax Advisory Services
Texas
$5.17M +$117K +748 +2%
ASN
602
Advisory Services Network
Georgia
$5.15M +$245K +1,573 +5%
MYLI
603
Meiji Yasuda Life Insurance
Japan
$5.14M +$2.68M +17,224 +109%
MCP
604
Martin Capital Partners
Oregon
$5.12M +$14.8K +95 +0.3%
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$5.12M -$298K -1,914 -6%
TI
606
tru Independence
Oregon
$5.11M -$287K -1,840 -5%
FBT
607
First Bankers Trust
Kentucky
$5.09M +$70.6K +453 +1%
CA
608
Clearstead Advisors
Ohio
$5.09M +$2.63M +16,858 +107%
API
609
Advisor Partners II
California
$5.08M -$329K -2,109 -6%
DWT
610
Dorsey & Whitney Trust
South Dakota
$5.06M -$126K -808 -2%
SIA
611
Soltis Investment Advisors
Utah
$5.04M +$235K +1,508 +5%
M
612
MOTCO
Texas
$5.03M -$12.5K -80 -0.2%
FC
613
Fusion Capital
South Carolina
$5.02M +$217K +1,391 +5%
BFG
614
Beacon Financial Group
Texas
$5.02M -$847K -5,003 -14%
CA
615
Cetera Advisors
Colorado
$5.02M -$330K -2,114 -6%
RWM
616
Rench Wealth Management
Texas
$5.01M +$105K +673 +2%
WC
617
Woodstock Corp
Massachusetts
$5M -$2.81K -18 -0.1%
BWL
618
Bogart Wealth LLC
Virginia
$4.99M +$637K +4,087 +15%
SFI
619
Siemens Fonds Invest
Germany
$4.97M +$158K +1,016 +3%
AWP
620
Ascent Wealth Partners
New York
$4.95M -$69.1K -443 -1%
BF
621
BOK Financial
Oklahoma
$4.9M -$294K -2,081 -6%
DILIC
622
Dai-ichi Life Insurance Company
Japan
$4.86M -$1.76M -11,318 -27%
FNBOMD
623
First National Bank of Mount Dora
Florida
$4.86M +$19.5K +125 +0.4%
BHWA
624
Beacon Harbor Wealth Advisors
Virginia
$4.85M +$98.4K +631 +2%
Verition Fund Management
625
Verition Fund Management
Connecticut
$4.82M +$3.09M +19,854 +179%
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