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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 %
NERM
751
New England Research & Management
Illinois
$3.26M -$88.5K -568 -3%
BMA
752
Brooks Moore & Associates
Tennessee
$3.23M +$380K +2,437 +13%
VWMG
753
Virginia Wealth Management Group
Virginia
$3.22M +$30.2K +194 +0.9%
WIS
754
Wright Investors Service
Connecticut
$3.21M +$965K +6,190 +43%
FTC
755
Farmers Trust Company
Ohio
$3.2M -$72.6K -466 -2%
PGAM
756
Princeton Global Asset Management
New Jersey
$3.19M -$65.9K -423 -2%
CIC
757
Carnegie Investment Counsel
Ohio
$3.15M -$1.11M -7,140 -26%
SAM
758
Sompo Asset Management
Japan
$3.15M +$1.62M +10,390 +106%
OPTFSNA
759
Old Point Trust & Financial Services N A
Virginia
$3.15M +$27.3K +175 +0.9%
FB
760
Fulton Bank
Pennsylvania
$3.15M +$107K +684 +4%
HI
761
Horizon Investments
North Carolina
$3.13M +$65K +422 +2%
AWM
762
Avitas Wealth Management
California
$3.12M -$69.4K -445 -2%
AAMA
763
Advanced Asset Management Advisors
Ohio
$3.12M – – –
IMRF
764
Illinois Municipal Retirement Fund
Illinois
$3.11M -$748K -4,798 -19%
GLA
765
Great Lakes Advisors
Illinois
$3.1M -$4.46M -28,601 -59%
PAM
766
Palisade Asset Management
Minnesota
$3.09M -$10.3K -66 -0.3%
HWAM
767
Hennion & Walsh Asset Management
New Jersey
$3.09M -$81.5K -523 -3%
PCIA
768
Prime Capital Investment Advisors
Kansas
$3.08M -$458K -2,938 -13%
FWIA
769
Fort Washington Investment Advisors
Ohio
$3.08M -$6.7K -43 -0.2%
EAM
770
Erste Asset Management
Austria
$3.05M +$2.09M +13,568 +218%
PCTC
771
Perkins Coie Trust Company
Washington
$3.05M -$131K -843 -4%
CCMINC
772
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.03M +$58.9K +378 +2%
FGAM
773
Financial Gravity Asset Management
Texas
$3.03M +$1.86M +367 +160%
PAM
774
Paradigm Asset Management
New York
$3M -$156K -1,000 -5%
CC
775
Courier Capital
New York
$2.99M +$1.87K +12 +0.1%
29 30
31
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