UPS icon

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 %
BFW
701
Brady Family Wealth
Missouri
$3.77M +$57K +366 +2%
SL
702
Summitry LLC
California
$3.77M +$120K +773 +3%
FA
703
FDx Advisors
Illinois
$3.76M -$2.24M -14,338 -37%
VFM
704
Viking Fund Management
North Dakota
$3.74M +$935K +6,000 +33%
SC
705
Sawyer & Company
Massachusetts
$3.74M +$15.6K +100 +0.4%
TPCW
706
TD Private Client Wealth
New York
$3.73M -$735K -4,714 -16%
LTI
707
Laffer Tengler Investments
Tennessee
$3.73M +$226K +1,451 +6%
VI
708
Vestcor Inc
New Brunswick, Canada
$3.72M -$188K -1,206 -5%
GFG
709
Greystone Financial Group
Michigan
$3.72M +$3.72M +23,834 New
LRPA
710
L. Roy Papp & Associates
Arizona
$3.7M +$24.5K +157 +0.7%
LA
711
Legacy Advisors
Pennsylvania
$3.7M -$1.07M -6,891 -23%
Caisse de Depot et Placement du Quebec (CDPQ)
712
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.69M -$26.8M -171,917 -88%
HCM
713
Hengehold Capital Management
Ohio
$3.69M +$3.04M +19,514 +472%
BCM
714
Bayesian Capital Management
New York
$3.66M +$3.66M +23,500 New
HCA
715
Horan Capital Advisors
Ohio
$3.66M -$58.5K -375 -2%
SFG
716
Sovereign Financial Group
Connecticut
$3.65M -$327K -2,096 -8%
P
717
Pitcairn
Pennsylvania
$3.64M +$115K +735 +3%
CRI
718
Commonwealth Retirement Investments
Virginia
$3.63M +$179K +1,150 +5%
WCA
719
Westover Capital Advisors
Delaware
$3.63M -$148K -952 -4%
GWM
720
GSB Wealth Management
Connecticut
$3.6M +$75.1K +482 +2%
LWANC
721
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.57M -$174K -1,115 -5%
TFG
722
Tilson Financial Group
New Jersey
$3.57M +$3.57M +22,894 New
NMIMC
723
Northwestern Mutual Investment Management Company
Wisconsin
$3.56M -$5.3K -34 -0.1%
AIMCA
724
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.55M – – –
HT
725
Heritage Trust
Oklahoma
$3.55M -$17K -109 -0.5%
27 28
29
30 31