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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 %
UAS
801
United Asset Strategies
New York
$2.8M -$342K -2,196 -11%
EFH
802
Eaton Financial Holdings
Florida
$2.79M +$2.79M +17,915 New
DA
803
Duality Advisers
Florida
$2.78M -$812K -5,210 -23%
BAM
804
Boyar Asset Management
New York
$2.77M -$77K -494 -3%
MA
805
Montag & Associates
Georgia
$2.77M -$149K -955 -5%
SP
806
SWS Partners
Ohio
$2.76M +$25.4K +163 +0.9%
MP
807
McDonald Partners
Ohio
$2.74M -$9.66K -62 -0.4%
AT
808
Arvest Trust
Oklahoma
$2.74M -$57.7K -370 -2%
FA
809
Fortis Advisors
Pennsylvania
$2.73M +$2.73M +17,535 New
VNIM
810
Vaughan Nelson Investment Management
Texas
$2.73M +$22.6K +145 +0.8%
HCA
811
Harbor Capital Advisors
Illinois
$2.72M – – –
OHWP
812
Oak Harbor Wealth Partners
North Carolina
$2.72M -$7.48K -48 -0.3%
PWMAG
813
Pinnacle Wealth Management Advisory Group
New Jersey
$2.71M -$21.4K -137 -0.8%
SG Americas Securities
814
SG Americas Securities
New York
$2.71M -$5.01M -32,153 -65%
BPC
815
Banque Pictet & Cie
Switzerland
$2.7M +$237K +1,521 +10%
SGI
816
Summit Global Investments
Utah
$2.7M +$1.96M +12,602 +268%
IWP
817
Icon Wealth Partners
Texas
$2.68M -$1.24M -7,961 -32%
AAA
818
Adams Asset Advisors
Texas
$2.68M -$95.2K -611 -3%
SLG
819
Stanley-Laman Group
Pennsylvania
$2.68M -$106K -678 -4%
TIAA Trust, National Association
820
TIAA Trust, National Association
North Carolina
$2.67M +$2.67M +17,126 New
KA
821
Kintegral Advisory
New York
$2.67M -$1.56K -10 -0.1%
RCM
822
Radnor Capital Management
Pennsylvania
$2.67M +$2.67M +17,096 New
SCA
823
Sage Capital Advisors
South Dakota
$2.66M +$13.1K +84 +0.5%
MCM
824
Monarch Capital Management
Indiana
$2.65M +$2.96K +19 +0.1%
Luther King Capital Management (LKCM)
825
Luther King Capital Management (LKCM)
Texas
$2.65M -$684K -4,390 -21%
31 32
33
34 35