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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 %
CA
1076
Carson Advisory
Georgia
$1.38M +$47.2K +303 +4%
RCIM
1077
Red Cedar Investment Management
Michigan
$1.38M +$12.2K +78 +0.9%
ACM
1078
Advance Capital Management
Michigan
$1.38M -$132K -847 -9%
DWM
1079
Dakota Wealth Management
Florida
$1.37M +$156K +1,004 +13%
PGIM
1080
Pacific Global Investment Management
California
$1.37M +$623 +4 +0%
AP
1081
Americana Partners
Texas
$1.37M +$606K +4,007 +80%
WWM
1082
WT Wealth Management
Arizona
$1.36M +$268K +1,720 +24%
GCL
1083
Gouws Capital LLC
North Carolina
$1.35M -$9.35K -60 -0.7%
HCP
1084
Hexagon Capital Partners
Arkansas
$1.35M +$168K +1,075 +14%
GC
1085
Gratus Capital
Georgia
$1.34M +$29.6K +190 +2%
MSAM
1086
Moloney Securities Asset Management
Missouri
$1.34M -$16.4K -105 -1%
SIA
1087
SeaBridge Investment Advisors
New Jersey
$1.34M +$15.9K +102 +1%
KC
1088
Knuff & Co
California
$1.34M -$727K -4,664 -35%
ACS
1089
Archford Capital Strategies
Illinois
$1.33M +$265K +1,699 +25%
IAS
1090
Insigneo Advisory Services
Florida
$1.33M +$27.4K +176 +2%
CG
1091
Caprock Group
Idaho
$1.33M -$136K -874 -9%
AIP
1092
Ameritas Investment Partners
Nebraska
$1.33M -$52.4K -336 -4%
OPA
1093
Old Port Advisors
Maine
$1.33M +$1.33M +8,530 New
CWS
1094
Confluence Wealth Services
Pennsylvania
$1.33M +$79.6K +511 +6%
CWM
1095
Cornerstone Wealth Management
Missouri
$1.33M +$59.9K +384 +5%
GRP
1096
Global Retirement Partners
California
$1.32M -$458K -2,980 -26%
TFA
1097
Transamerica Financial Advisors
Florida
$1.32M +$6.7K +43 +0.5%
AA
1098
Argent Advisors
Louisiana
$1.32M +$166K +1,065 +14%
ACA
1099
Aptus Capital Advisors
Alabama
$1.31M +$443K +2,841 +51%
BS
1100
Banco Santander
Spain
$1.31M – – –
42 43
44
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