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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 %
CCM
676
Coldstream Capital Management
Washington
$4.11M -$225K -1,445 -5%
KRSITF
677
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.11M +$54.6K +350 +1%
MTC
678
McDaniel Terry & Co
Texas
$4.1M +$312 +2 +0%
AWA
679
Arkadios Wealth Advisors
Georgia
$4.07M +$650K +4,172 +19%
NIC
680
Northwest Investment Counselors
Oregon
$4.07M +$53.6K +344 +1%
BMC
681
Benin Management Corp
Connecticut
$4.07M +$14.8K +95 +0.4%
FCH
682
Freestone Capital Holdings
Washington
$4.04M +$753K +4,831 +23%
FI
683
Fosun International
China
$3.98M +$109K +700 +3%
VWM
684
Valley Wealth Managers
New Jersey
$3.97M -$64.7K -415 -2%
VT
685
Vise Technologies
New York
$3.96M +$160K +1,029 +4%
EF
686
Empirical Finance
Pennsylvania
$3.93M +$405K +2,600 +11%
AUB
687
Atlantic Union Bankshares
Virginia
$3.92M -$288K -1,845 -7%
CWS
688
Cypress Wealth Services
California
$3.92M -$9.35K -60 -0.2%
TC
689
Teilinger Capital
Texas
$3.91M +$343K +2,200 +10%
BCFS
690
Butensky & Cohen Financial Security
Florida
$3.91M +$223K +1,430 +6%
SWA
691
Stratos Wealth Advisors
Ohio
$3.9M -$200K -1,282 -5%
VCA
692
Verdence Capital Advisors
Maryland
$3.89M +$148K +950 +4%
KFP
693
KMG Fiduciary Partners
Ohio
$3.87M -$66.6K -427 -2%
III
694
Independent Investors Inc
New York
$3.87M – – –
BLAM
695
Bourne Lent Asset Management
New York
$3.85M -$471K -3,020 -11%
BHC
696
Bowen Hanes & Co
Florida
$3.85M -$77.6K -498 -2%
HCMT
697
Highland Capital Management (Tennessee)
Tennessee
$3.83M -$1.29M -8,268 -25%
SFA
698
Semmax Financial Advisors
North Carolina
$3.82M +$3.82M +27,326 New
VDI
699
Vaughan David Investments
Illinois
$3.82M -$63.7K -409 -2%
SC
700
Schulhoff & Co
Ohio
$3.79M -$232K -1,488 -6%
26 27
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