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 %
EA
726
Ellsworth Advisors
Ohio
$3.54M +$65.1K +428 +2%
DI
727
DFPG Investments
Utah
$3.53M +$535K +3,820 +18%
BFG
728
Bleakley Financial Group
New Jersey
$3.52M -$120K -767 -3%
B
729
Bridgeworth
Alabama
$3.51M +$1.09K +7 +0%
BRWA
730
B. Riley Wealth Advisors
Florida
$3.48M -$226K -1,451 -6%
ACM
731
Antonetti Capital Management
Florida
$3.47M -$24.6K -158 -0.7%
SAM
732
Shell Asset Management
Netherlands
$3.46M -$47.1K -302 -1%
MWM
733
Madison Wealth Management
Ohio
$3.46M -$47.1K -302 -1%
SSWM
734
Smith Salley Wealth Management
North Carolina
$3.44M -$27.3K -175 -0.8%
BCM
735
Brookmont Capital Management
Texas
$3.43M -$21.5K -138 -0.6%
NSAM
736
North Star Asset Management
Wisconsin
$3.43M +$106K +683 +3%
PBC
737
Pavion Blue Capital
California
$3.42M +$139K +889 +4%
SSWM
738
Sheets Smith Wealth Management
North Carolina
$3.41M -$63.4K -407 -2%
DRS
739
Deane Retirement Strategies
Louisiana
$3.41M +$1.72M +11,047 +102%
SIAP
740
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.41M -$10.6K -68 -0.3%
RC
741
Roundview Capital
New Jersey
$3.39M +$10.6K +68 +0.3%
VAS
742
Vestmark Advisory Solutions
Massachusetts
$3.38M -$6.17M -39,599 -65%
PA
743
Procyon Advisors
Connecticut
$3.37M +$618K +3,962 +22%
HCM
744
Hudson Capital Management
New Jersey
$3.36M +$134K +861 +4%
CHC
745
City Holding Co
West Virginia
$3.34M -$375K -2,409 -10%
CWP
746
Cyndeo Wealth Partners
Florida
$3.33M -$359K -2,305 -10%
AWE
747
Avidian Wealth Enterprises
Texas
$3.32M -$97.6K -626 -3%
PNC
748
Park National Corp
Ohio
$3.31M +$91.7K +588 +3%
AF
749
Allworth Financial
California
$3.3M +$817K +5,241 +33%
PFS
750
Physicians Financial Services
North Carolina
$3.29M -$19.8K -127 -0.6%
28 29
30
31 32