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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 %
WFPG
926
Waller Financial Planning Group
Ohio
$2.12M – – –
BA
927
Bristlecone Advisors
Washington
$2.12M +$9.98K +64 +0.5%
PMG
928
ProVise Management Group
Florida
$2.11M +$96.5K +619 +5%
AMIM
929
Aull & Monroe Investment Management
Alabama
$2.11M – – –
SSW
930
Stone Summit Wealth
Florida
$2.1M -$37.4K -240 -2%
BMCM
931
Bryn Mawr Capital Management
Pennsylvania
$2.09M +$505K +3,240 +32%
SC
932
Skylands Capital
Wisconsin
$2.09M -$42.9K -275 -2%
CS
933
Comerica Securities
Michigan
$2.07M -$253K -1,624 -11%
PWC
934
PYA Waltman Capital
Tennessee
$2.07M +$631K +4,046 +44%
PAS
935
Park Avenue Securities
New York
$2.07M -$124K -795 -6%
GCM
936
Genus Capital Management
British Columbia, Canada
$2.06M +$619K +3,970 +43%
O
937
Ossiam
France
$2.05M -$1.14M -7,286 -36%
RT
938
Rockland Trust
Massachusetts
$2.05M +$58.1K +373 +3%
AIM
939
Aigen Investment Management
New York
$2.04M +$2.04M +13,095 New
IF
940
Intrua Financial
Texas
$2.03M +$25.6K +164 +1%
GFS
941
GYL Financial Synergies
Connecticut
$2.03M +$51.4K +330 +3%
ANTB
942
AMG National Trust Bank
Colorado
$2.02M -$98.5K -632 -5%
NHC
943
Nicholas Hoffman & Company
Georgia
$2.01M +$171K +1,094 +9%
IFWM
944
Institute for Wealth Management
Colorado
$2.01M – – –
AAM
945
Azzad Asset Management
Virginia
$2M +$39.3K +252 +2%
MWM
946
Maltin Wealth Management
New Jersey
$1.99M +$820K +5,258 +70%
RPC
947
Rossmore Private Capital
Connecticut
$1.98M +$23.4K +150 +1%
CC
948
Cypress Capital
Tennessee
$1.98M +$25.1K +161 +1%
SMA
949
Sage Mountain Advisors
Georgia
$1.98M -$25.1K -161 -1%
PWMG
950
Pinnacle Wealth Management Group
Michigan
$1.97M -$20.3K -130 -1%
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