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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 %
BBI
651
Baxter Bros Inc
Connecticut
$4.5M -$657K -4,217 -13%
EI
652
Ethic Inc
New York
$4.48M +$705K +4,526 +19%
FNB
653
Farmers National Bank
Kentucky
$4.45M +$257K +1,650 +6%
Tudor Investment Corp
654
Tudor Investment Corp
Connecticut
$4.45M +$4.45M +28,553 New
FIA
655
Foundations Investment Advisors
Arizona
$4.43M +$19.5K +125 +0.4%
SCA
656
Stokes Capital Advisors
South Carolina
$4.41M -$97.4K -625 -2%
CANC
657
Culbertson A N & Co
Virginia
$4.41M +$6.7K +43 +0.2%
KIC
658
Keating Investment Counselors
Florida
$4.35M +$151K +970 +4%
SS
659
Simplicity Solutions
Minnesota
$4.32M -$515K -3,301 -11%
SC
660
Sepio Capital
Utah
$4.32M -$195K -1,252 -4%
Kovitz Investment Group Partners
661
Kovitz Investment Group Partners
Illinois
$4.31M -$174K -1,118 -4%
ACM
662
Argyle Capital Management
Pennsylvania
$4.28M – – –
FVWA
663
Foster Victor Wealth Advisors
South Carolina
$4.27M +$204K +1,324 +5%
BCV
664
Banque Cantonale Vaudoise
Switzerland
$4.26M -$619K -3,970 -13%
ERIC
665
Eagle Rock Investment Company
Georgia
$4.26M – – –
CICI
666
Capital Investment Counsel Inc
North Carolina
$4.26M -$148K -950 -3%
PWS
667
Peloton Wealth Strategists
Indiana
$4.24M -$70.1K -450 -2%
MYAM
668
Meiji Yasuda Asset Management
Japan
$4.24M +$611K +3,921 +17%
FDCDDQ
669
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.19M -$486K -3,115 -10%
VFA
670
Valeo Financial Advisors
Indiana
$4.18M +$227K +1,456 +6%
BW
671
Bison Wealth
Georgia
$4.16M +$267K +1,715 +7%
WAC
672
William Allan Corp
Colorado
$4.15M -$64.7K -415 -2%
OIM
673
Opus Investment Management
Massachusetts
$4.15M – – –
SIC
674
Schwartz Investment Counsel
Michigan
$4.13M – – –
BFEC
675
Benjamin F. Edwards & Company
Missouri
$4.12M -$457K -2,929 -10%
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