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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 %
ACM
876
Advisors Capital Management
New Jersey
$2.35M +$10.8K +69 +0.5%
TCOT
877
Trust Company of Toledo
Ohio
$2.35M +$277K +1,775 +13%
TWM
878
Tradition Wealth Management
Minnesota
$2.35M +$21.7K +139 +0.9%
SC
879
Searle & Co
Connecticut
$2.35M – – –
TI
880
Trexquant Investment
Connecticut
$2.35M +$2.35M +15,046 New
HIM
881
Harbour Investment Management
Washington
$2.34M -$30.4K -195 -1%
BE
882
Bonness Enterprises
District of Columbia
$2.33M – – –
MGWM
883
Marks Group Wealth Management
Minnesota
$2.33M -$133K -853 -5%
MPPW
884
Mitchell & Pahl Private Wealth
Oklahoma
$2.31M +$86.7K +556 +4%
IAG
885
Investmark Advisory Group
Connecticut
$2.31M +$20.9K +134 +0.9%
Wealthfront Advisers
886
Wealthfront Advisers
California
$2.31M -$3.7M -23,706 -62%
TMAM
887
Tokio Marine Asset Management
Japan
$2.3M +$137K +881 +6%
RCAG
888
Rehmann Capital Advisory Group
Michigan
$2.3M -$48.3K -310 -2%
SLI
889
Sumitomo Life Insurance
Japan
$2.29M -$471K -3,021 -17%
MWM
890
Mission Wealth Management
California
$2.28M +$1.09M +6,974 +91%
TCM
891
Towercrest Capital Management
Pennsylvania
$2.28M +$312 +2 +0%
SAM
892
Silvercrest Asset Management
New York
$2.27M -$113K -724 -5%
MBTD
893
Mechanics Bank - Trust Department
California
$2.27M -$26.8K -172 -1%
RBA
894
Richard Bernstein Advisors
New York
$2.27M +$348K +2,230 +18%
CIA
895
Cohen Investment Advisors
New Hampshire
$2.26M +$208K +1,337 +10%
IBOK
896
Independence Bank of Kentucky
Kentucky
$2.26M -$27.7K -178 -1%
MCM
897
Mill Capital Management
North Carolina
$2.26M -$39.4K -253 -2%
BCM
898
BTC Capital Management
Iowa
$2.26M +$157K +1,006 +7%
FC
899
Forte Capital
New York
$2.25M -$18.5K -119 -0.8%
SW
900
SkyOak Wealth
Michigan
$2.25M +$44.1K +283 +2%
34 35
36
37 38