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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 %
HFM
1176
Hartford Financial Management
Connecticut
$1.09M – – –
SFG
1177
SNS Financial Group
Minnesota
$1.09M -$3.43K -22 -0.3%
AOWM
1178
Alpha Omega Wealth Management
Virginia
$1.09M -$76.4K -490 -7%
BEI
1179
Benjamin Edwards Inc
Missouri
$1.08M +$56.4K +362 +5%
WWM
1180
Western Wealth Management
Colorado
$1.08M +$46.1K +296 +4%
WT
1181
Washington Trust
Rhode Island
$1.08M +$14K +90 +1%
IA
1182
IFG Advisory
Georgia
$1.08M +$1.08M +6,943 New
ARMT
1183
Amica Retiree Medical Trust
Rhode Island
$1.08M +$294K +1,883 +37%
RWM
1184
Ritholtz Wealth Management
New York
$1.08M +$17.6K +113 +2%
PA
1185
Probity Advisors
Texas
$1.08M +$1.87K +12 +0.2%
JIP
1186
Jaffetilchin Investment Partners
Florida
$1.08M -$61.9K -397 -5%
SIA
1187
Schechter Investment Advisors
Michigan
$1.07M -$134K -858 -11%
CC
1188
Constitution Capital
Connecticut
$1.07M -$15.6K -100 -1%
FUBT
1189
First United Bank & Trust
Maryland
$1.07M -$7.79K -50 -0.7%
GCA
1190
Guardian Capital Advisors
Ontario, Canada
$1.07M – – –
NEI
1191
Northwest & Ethical Investments
Ontario, Canada
$1.07M -$32.7K -210 -3%
OAM
1192
Occidental Asset Management
California
$1.07M +$42.4K +272 +4%
VWM
1193
Venturi Wealth Management
Texas
$1.06M -$7.24M -46,473 -87%
BCM
1194
Barden Capital Management
Texas
$1.06M +$131K +842 +14%
GWM
1195
Geneos Wealth Management
Colorado
$1.05M +$135K +863 +15%
SFA
1196
Souders Financial Advisors
Ohio
$1.05M +$104K +670 +11%
BTI
1197
Blue Trust Inc
Georgia
$1.05M +$185K +1,031 +21%
ISWM
1198
Independent Solutions Wealth Management
New York
$1.04M -$318K -2,043 -23%
CCA
1199
Checchi Capital Advisers
California
$1.04M -$143K -918 -12%
WHCI
1200
W.H. Cornerstone Investments
Massachusetts
$1.04M +$9.67K +62 +0.9%
46 47
48
49 50