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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 %
CIAS
951
Capital Investment Advisory Services
North Carolina
$1.97M -$38.5K -247 -2%
CTC
952
Central Trust Company
Missouri
$1.96M +$1.72K +11 +0.1%
TAM
953
Tealwood Asset Management
Minnesota
$1.96M -$7.95K -51 -0.4%
BG
954
Benedetti & Gucer
Georgia
$1.96M -$5.46K -35 -0.3%
MC
955
Moors & Cabot
Massachusetts
$1.96M -$96.6K -620 -5%
FTDI
956
First Trust Direct Indexing
Massachusetts
$1.94M -$239K -1,536 -11%
SSB
957
Sandy Spring Bank
Maryland
$1.94M +$291K +1,868 +18%
SF
958
Summit Financial
New Jersey
$1.94M -$17K -109 -0.9%
AC
959
Addison Capital
Pennsylvania
$1.93M -$106K -683 -5%
CWMU
960
Caliber Wealth Management (Utah)
Utah
$1.93M +$30.2K +194 +2%
SI
961
Saxon Interests
Texas
$1.93M +$1.7M +10,932 +765%
HH
962
Hilltop Holdings
Texas
$1.92M +$187K +1,198 +11%
MSS
963
Mitchell Sinkler & Starr
Pennsylvania
$1.92M +$403K +2,585 +27%
OIA
964
Optimum Investment Advisors
Illinois
$1.92M +$312 +2 +0%
FPGT
965
Financial Partners Group (Tennessee)
Tennessee
$1.92M +$4.36K +28 +0.2%
AOI
966
Auto-Owners Insurance
Michigan
$1.92M – – –
SC
967
Slow Capital
California
$1.91M +$116K +742 +6%
CCM
968
Cox Capital Management
Massachusetts
$1.89M -$1.25M -8,010 -40%
FHB
969
First Hawaiian Bank
Hawaii
$1.89M -$78.2K -502 -4%
PI
970
PEAK6 Investments
Illinois
$1.89M +$1.89M +12,123 New
WTC
971
WhitTier Trust Company
Nevada
$1.89M -$25.1K -161 -1%
IGAM
972
iA Global Asset Management
Quebec, Canada
$1.88M +$84.9K +545 +5%
RIM
973
Redwood Investment Management
Arizona
$1.88M +$96K +616 +5%
NFC
974
Northeast Financial Consultants
Connecticut
$1.88M – – –
WA
975
Wealth Alliance
New York
$1.88M +$9.66K +62 +0.5%
37 38
39
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