UPS icon

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 %
CG
1201
Corundum Group
Colorado
$1.03M -$93.7K -601 -8%
FFBTD
1202
First Financial Bank - Trust Division
Ohio
$1.03M -$54.4K -349 -5%
FAM
1203
Family Asset Management
South Carolina
$1.03M – – –
IIM
1204
Ipswich Investment Management
Massachusetts
$1.02M -$86.5K -555 -8%
BC
1205
Bridgefront Capital
Texas
$1.02M +$1.02M +6,514 New
HCM
1206
Hodges Capital Management
Texas
$1.02M -$2.49M -15,989 -71%
FNA
1207
First National Advisers
Nebraska
$1.01M +$662K +4,250 +190%
CII
1208
Capital International Inc
California
$1.01M +$125K +802 +14%
FPAS
1209
Focus Partners Advisor Solutions
Missouri
$1.01M +$22.8K +146 +2%
PPWM
1210
Paragon Private Wealth Management
Kentucky
$1.01M -$123K -792 -11%
GFG
1211
Goldstone Financial Group
Illinois
$1.01M -$27.3K -175 -3%
DI
1212
Diligent Investors
California
$1.01M -$468 -3 -0%
WA
1213
Waverly Advisors
Alabama
$1.01M +$608K +3,902 +153%
WBC
1214
Westpac Banking Corp
Australia
$1M -$2.46M -15,812 -71%
NG
1215
Northstar Group
New York
$1M – – –
PIMG
1216
Patriot Investment Management Group
Tennessee
$995K -$107K -686 -10%
TIA
1217
Trust Investment Advisors
Indiana
$991K -$61.9K -397 -6%
SB
1218
Simmons Bank
Arkansas
$991K -$13.2K -85 -1%
HA
1219
Herold Advisors
New York
$990K +$120K +769 +14%
IA
1220
IFP Advisors
Florida
$986K -$445K -2,854 -31%
BCM
1221
Brown Capital Management
Maryland
$984K +$53K +340 +6%
CT
1222
Colonial Trust
South Carolina
$983K +$7.01K +45 +0.7%
JSL
1223
JT Stratford LLC
Georgia
$981K -$492K -3,157 -33%
CIA
1224
Choate Investment Advisors
Massachusetts
$981K +$708K +4,542 +259%
RF
1225
Rollins Financial
Georgia
$981K +$981K +6,293 New
47 48
49
50 51