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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 %
HAM
1001
Hedges Asset Management
Nevada
$1.75M – – –
IWM
1002
IHT Wealth Management
Illinois
$1.74M +$174K +1,115 +11%
ONB
1003
Old National Bancorp
Indiana
$1.73M -$85.3K -547 -5%
MA
1004
Modus Advisors
Minnesota
$1.7M +$22.1K +142 +1%
IAN
1005
Integrated Advisors Network
Texas
$1.7M -$65.9K -423 -4%
SWM
1006
Spire Wealth Management
Virginia
$1.7M +$808K +5,183 +91%
HFRG
1007
Houlihan Financial Resource Group
Virginia
$1.7M +$1.7M +10,879 New
NP
1008
NorthRock Partners
Minnesota
$1.68M +$140K +899 +9%
Group One Trading
1009
Group One Trading
Illinois
$1.67M +$1.67M +10,746 New
GT
1010
Greenleaf Trust
Michigan
$1.67M -$212K -1,361 -11%
WCBA
1011
Weaver C. Barksdale & Associates
Tennessee
$1.67M +$262K +1,681 +19%
PSC
1012
Portman Square Capital
United Kingdom
$1.67M +$1.22M +7,815 +271%
SIP
1013
Stoneridge Investment Partners
Pennsylvania
$1.67M +$85.6K +549 +5%
RHDIC
1014
R.H. Dinel Investment Counsel
California
$1.66M – – –
WI
1015
WrapManager Inc
California
$1.66M +$69.1K +443 +4%
NS
1016
NBC Securities
Alabama
$1.65M +$1.65M +10,606 New
AWM
1017
Apollon Wealth Management
South Carolina
$1.65M +$41.8K +268 +3%
NRS
1018
Neville Rodie & Shaw
New York
$1.65M – – –
CF
1019
Cantor Fitzgerald
New York
$1.64M -$23.1K -148 -1%
GIP
1020
Granite Investment Partners
California
$1.63M -$247K -1,585 -13%
MTC
1021
Matrix Trust Company
Colorado
$1.62M +$27.3K +175 +2%
PCA
1022
Providence Capital Advisors
North Carolina
$1.62M +$56K +359 +4%
WFMPM
1023
Woodley Farra Manion Portfolio Management
Indiana
$1.62M +$1.62M +10,378 New
FMAEN1
1024
Fund Management at Engine No 1
California
$1.61M +$142K +910 +10%
HAIM
1025
Hunter Associates Investment Management
Pennsylvania
$1.61M -$5.46K -35 -0.3%
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