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 %
NB
776
NBT Bank
New York
$2.99M +$2.09M +13,411 +231%
AHC
777
Anderson Hoagland & Co
Missouri
$2.99M +$2.03K +13 +0.1%
PF
778
Phoenix Financial
Israel
$2.98M +$3.74K +24 +0.1%
CA
779
Commerzbank Aktiengesellschaft
Germany
$2.97M +$478K +3,067 +19%
PA
780
Parallel Advisors
California
$2.96M +$56K +359 +2%
TLCM
781
Twin Lakes Capital Management
California
$2.95M +$11.7K +75 +0.4%
SCP
782
Stamos Capital Partners
California
$2.92M – – –
NWM
783
Northcape Wealth Management
New York
$2.92M +$41.6K +267 +1%
MNBTD
784
Moody National Bank Trust Division
Texas
$2.92M +$320K +2,056 +12%
SA
785
Strategic Advisors
New York
$2.91M +$201K +1,290 +7%
DAS
786
Dynamic Advisor Solutions
Arizona
$2.91M +$198K +1,272 +7%
EWA
787
EP Wealth Advisors
California
$2.89M -$1.03M -6,634 -26%
APC
788
Aspire Private Capital
North Carolina
$2.87M +$1.09K +7 +0%
EP
789
Eudaimonia Partners
Tennessee
$2.86M -$24.5K -157 -0.8%
MPM
790
Meritage Portfolio Management
Kansas
$2.85M -$42.1K -270 -1%
FMTCOCP
791
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.85M +$32.4K +208 +1%
AWA
792
Arete Wealth Advisors
Illinois
$2.84M +$415K +2,660 +17%
APWM
793
Argonautica Private Wealth Management
Massachusetts
$2.84M +$1.25K +8 +0%
PFA
794
Pure Financial Advisors
California
$2.84M -$42.2K -271 -1%
SW
795
SVB Wealth
Massachusetts
$2.83M -$453K -2,904 -14%
CSPAM
796
Cary Street Partners Asset Management
Virginia
$2.83M +$39.4K +253 +1%
BHPW
797
Beverly Hills Private Wealth
California
$2.83M -$2.94M -18,876 -51%
KGC
798
Kennon-Green & Company
Ohio
$2.83M +$17.8K +114 +0.6%
PT
799
Plimoth Trust
Massachusetts
$2.83M -$39.7K -255 -1%
MWM
800
Marion Wealth Management
Pennsylvania
$2.8M -$32K -205 -1%
30 31
32
33 34