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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 %
AAM
851
Auxier Asset Management
Oregon
$2.48M -$2.18K -14 -0.1%
BIM
852
Bridges Investment Management
Nebraska
$2.46M -$252K -1,617 -9%
SPC
853
Sigma Planning Corp
Michigan
$2.45M -$2.88M -18,494 -54%
OTPPB
854
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.45M +$427K +2,739 +21%
PRS
855
Pinkerton Retirement Specialists
Idaho
$2.44M +$25.9K +166 +1%
Two Sigma Advisers
856
Two Sigma Advisers
New York
$2.43M +$1.15M +7,400 +90%
TC
857
Trilogy Capital
California
$2.43M +$2.23M +14,283 +1,095%
A
858
AustralianSuper
Australia
$2.42M -$453K -2,909 -16%
TC
859
Truvestments Capital
Florida
$2.42M +$54.2K +348 +2%
BL
860
BFSG LLC
California
$2.41M +$254K +1,628 +12%
IC
861
IEQ Capital
California
$2.4M -$910K -5,836 -27%
ACM
862
Alta Capital Management
Utah
$2.39M -$50.5K -324 -2%
CAM
863
Cypress Asset Management
Texas
$2.39M -$15.3K -98 -0.6%
EH
864
Equitable Holdings
New York
$2.39M +$296K +1,899 +14%
CRIG
865
Charter Research & Investment Group
Connecticut
$2.38M -$17.1K -110 -0.7%
SIC
866
Shoker Investment Counsel
Ohio
$2.38M -$10.1K -65 -0.4%
JWM
867
Jackson Wealth Management
Florida
$2.38M +$108K +693 +5%
TAIM
868
Te Ahumairangi Investment Management
New Zealand
$2.38M +$200K +1,280 +9%
PWG
869
Portside Wealth Group
Utah
$2.37M -$215K -1,377 -8%
CCG
870
Chatham Capital Group
Georgia
$2.37M -$2.18K -14 -0.1%
LNC
871
Lincoln National Corp
Pennsylvania
$2.37M -$70.5K -452 -3%
SS
872
Sunbelt Securities
Texas
$2.37M -$105K -673 -4%
EF
873
Exeter Financial
Arizona
$2.36M +$12K +77 +0.5%
BP
874
Ballentine Partners
Massachusetts
$2.36M -$47.2K -303 -2%
GCIM
875
Gunn & Company Investment Management
Florida
$2.35M +$2.35M +15,097 New
33 34
35
36 37