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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 %
SFI
1101
SPC Financial Inc
Maryland
$1.31M -$51.3K -329 -4%
BMWM
1102
Brown Miller Wealth Management
Virginia
$1.31M +$77.9K +500 +6%
VFA
1103
Voya Financial Advisors
Connecticut
$1.31M +$35.5K +228 +3%
ACL
1104
Applied Capital LLC
Florida
$1.31M -$30.4K -195 -2%
TCOV
1105
Trust Company of Vermont
Vermont
$1.3M -$600K -3,852 -32%
MCA
1106
MSH Capital Advisors
Arizona
$1.3M -$21.8K -140 -2%
PA
1107
Profund Advisors
Maryland
$1.29M -$24.6K -158 -2%
ILI
1108
Invesco LLC (Illinois)
Illinois
$1.28M -$5.14K -33 -0.4%
MCAI
1109
Members Capital Advisors Inc
Wisconsin
$1.28M +$1.04M +6,700 +452%
FT
1110
Fiduciary Trust
Massachusetts
$1.26M +$53.8K +345 +4%
BIA
1111
Bigelow Investment Advisors
Maine
$1.26M -$9.51K -61 -0.8%
RIA
1112
Realta Investment Advisors
Delaware
$1.25M -$20.6K -115 -2%
CAG
1113
Csenge Advisory Group
Florida
$1.25M -$9.82K -63 -0.8%
DPIM
1114
Duff & Phelps Investment Management
Illinois
$1.25M -$468 -3 -0%
SACTSONJ
1115
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.25M – – –
PPP
1116
Private Portfolio Partners
New Jersey
$1.24M +$82.9K +532 +7%
LCWP
1117
Legacy Capital Wealth Partners
Arkansas
$1.24M +$1.24M +7,966 New
TTWM
1118
TCV Trust & Wealth Management
Virginia
$1.24M – – –
PAM
1119
Panagora Asset Management
Massachusetts
$1.24M +$1.4K +9 +0.1%
AWA
1120
Amplius Wealth Advisors
Pennsylvania
$1.24M -$9.66K -62 -0.8%
SCM
1121
Silvant Capital Management
Georgia
$1.23M – – –
CWM
1122
Chesapeake Wealth Management
Virginia
$1.23M +$16.1K +103 +1%
CC
1123
Cipher Capital
New York
$1.23M +$745K +4,778 +154%
TA
1124
TFG Advisers
Michigan
$1.23M -$27.4K -176 -2%
WAS
1125
Wealth Advisory Solutions
Indiana
$1.22M +$1.22M +7,804 New
43 44
45
46 47