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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 %
TW
626
TrinityPoint Wealth
Connecticut
$4.8M -$178K -1,141 -4%
DLCIG
627
D.L. Carlson Investment Group
New Hampshire
$4.79M -$138K -884 -3%
BCCM
628
Bridge Creek Capital Management
Massachusetts
$4.79M +$2.81K +18 +0.1%
QPBE
629
Quintet Private Bank (Europe)
Luxembourg
$4.75M +$89.5K +574 +2%
CB
630
Community Bank
New York
$4.75M +$180K +1,153 +4%
MG
631
Mather Group
Illinois
$4.71M -$94.1K -604 -2%
Loomis, Sayles & Company
632
Loomis, Sayles & Company
Massachusetts
$4.7M -$191K -1,227 -4%
OAM
633
Ostrum Asset Management
France
$4.69M -$850K -5,454 -15%
BFA
634
Bragg Financial Advisors
North Carolina
$4.68M +$300K +1,926 +7%
VCM
635
Vision Capital Management
Oregon
$4.68M +$162K +1,040 +4%
CK
636
Cohen Klingenstein
New York
$4.67M -$12.2K -78 -0.3%
ACIM
637
Azimuth Capital Investment Management
Michigan
$4.67M +$1.09M +6,992 +30%
MLICM
638
Metropolitan Life Insurance Company (MetLife)
New York
$4.66M -$259K -1,661 -5%
CCM
639
Canal Capital Management
Virginia
$4.65M -$23.4K -150 -0.5%
MGP
640
Metis Global Partners
California
$4.65M +$717K +4,603 +18%
AM
641
Atwater Malick
Pennsylvania
$4.65M +$68K +436 +1%
GGS
642
Galvin Gaustad & Stein
Arizona
$4.64M -$229K -1,472 -5%
RDWM
643
Red Door Wealth Management
Tennessee
$4.63M +$4.21K +27 +0.1%
SC
644
Savant Capital
Illinois
$4.61M -$391K -2,509 -8%
NB
645
Norinchukin Bank
Japan
$4.61M -$6.73M -43,158 -59%
ABC
646
Associated Banc-Corp
Wisconsin
$4.56M +$10.9K +70 +0.2%
HCM
647
Horrell Capital Management
Arkansas
$4.54M -$60.5K -388 -1%
NC
648
NewSquare Capital
Pennsylvania
$4.52M +$185K +1,207 +4%
PSP
649
Principal Street Partners
Tennessee
$4.51M -$121K -778 -3%
SC
650
Stolper & Co
Oklahoma
$4.5M +$15.4K +99 +0.3%
24 25
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