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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 %
AW
1126
Alaethes Wealth
Nevada
$1.22M +$91.5K +587 +8%
CW
1127
CreativeOne Wealth
Kansas
$1.22M -$1.16M -7,470 -49%
SB
1128
Strategic Blueprint
Georgia
$1.21M +$230K +1,476 +23%
VHAM
1129
Van Hulzen Asset Management
California
$1.21M +$919K +5,898 +316%
CS
1130
Cannell & Spears
New York
$1.21M – – –
HNWAG
1131
High Net Worth Advisory Group
Florida
$1.21M -$282K -1,809 -19%
CI
1132
Cigna Investments
Connecticut
$1.21M -$163K -1,048 -12%
Credit Agricole
1133
Credit Agricole
France
$1.2M +$979K +6,283 +438%
CFG
1134
Cooper Financial Group
California
$1.2M +$21.5K +138 +2%
PAI
1135
Pittenger & Anderson Inc
Nebraska
$1.2M +$394K +2,529 +49%
DIP
1136
DT Investment Partners
Pennsylvania
$1.2M +$41.6K +267 +4%
ISL
1137
Ingalls & Snyder LLC
New York
$1.2M -$128K -822 -10%
SFS
1138
Stiles Financial Services
Minnesota
$1.2M +$130K +834 +12%
FCB
1139
First County Bank
Connecticut
$1.19M -$128K -824 -10%
KFGK
1140
Keystone Financial Group (Kentucky)
Kentucky
$1.19M +$5.77K +37 +0.5%
SIM
1141
Stratos Investment Management
Ohio
$1.18M -$429K -2,753 -27%
DBRC
1142
D.B. Root & Company
Pennsylvania
$1.18M +$22K +141 +2%
IB
1143
Intrust Bank
Kansas
$1.18M -$363K -2,326 -23%
ECU
1144
Eisler Capital (US)
New York
$1.18M +$515K +3,306 +78%
RIA
1145
Regal Investment Advisors
Michigan
$1.17M -$31.3K -201 -3%
WMP
1146
Wealth Management Partners
Arizona
$1.17M +$170K +1,090 +17%
TA
1147
TCM Advisors
West Virginia
$1.17M -$1.24M – –
THWM
1148
Taylor Hoffman Wealth Management
Virginia
$1.17M – – –
HI
1149
Harrington Investments
California
$1.17M -$11.7K -75 -1%
CT
1150
Chicago Trust
Illinois
$1.16M -$83.1K -533 -7%
44 45
46
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