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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 %
NIM
1151
NEOS Investment Management
Connecticut
$1.16M +$1.16M +7,447 New
EIA
1152
Eldridge Investment Advisors
New Hampshire
$1.16M +$624 +4 +0.1%
NFG
1153
Nations Financial Group
Iowa
$1.16M -$21.2K -136 -2%
DDC
1154
DF Dent & Co
Maryland
$1.15M -$139K -894 -11%
CAS
1155
Coppell Advisory Solutions
Texas
$1.15M -$485K -2,793 -30%
AL
1156
Arnhold LLC
New York
$1.15M – – –
JFGIW
1157
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.15M -$8.11K -52 -0.7%
SFG
1158
SevenBridge Financial Group
Pennsylvania
$1.14M -$16.8K -108 -1%
EC
1159
Estate Counselors
Wisconsin
$1.14M +$4.68K +30 +0.4%
ABLA
1160
Alan B. Lancz & Associates
Ohio
$1.13M -$23.4K -150 -2%
LC
1161
Lincoln Capital
Nebraska
$1.13M -$6.08K -39 -0.5%
AIA
1162
AIMZ Investment Advisors
California
$1.13M -$11.7K -75 -1%
BOH
1163
Bank of Hawaii
Hawaii
$1.13M +$58.3K +374 +5%
CCIA
1164
Campbell & Co Investment Adviser
Maryland
$1.13M +$1.13M +7,229 New
PWS
1165
Private Wealth Strategies
Ohio
$1.12M +$19.8K +127 +2%
CWM
1166
Compass Wealth Management
Connecticut
$1.12M +$22.1K +142 +2%
AC
1167
Abbrea Capital
California
$1.12M +$9.97K +64 +0.9%
FFS
1168
Founders Financial Securities
Maryland
$1.12M +$76.5K +491 +7%
FHA
1169
First Horizon Advisors
Tennessee
$1.12M -$142K -912 -11%
BG
1170
Bollard Group
Massachusetts
$1.12M -$1.87K -12 -0.2%
PI
1171
PFG Investments
New York
$1.12M -$34.1K -219 -3%
SWM
1172
SeaCrest Wealth Management
New York
$1.11M -$32K -205 -3%
OSNBOA
1173
Old Second National Bank of Aurora
Illinois
$1.11M +$10.6K +68 +1%
GP
1174
Girard Partners
Pennsylvania
$1.1M -$400K -2,569 -27%
NFW
1175
Noble Family Wealth
Florida
$1.1M – – –
45 46
47
48 49