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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 %
BFO
1251
Boston Family Office
Massachusetts
$919K +$29.6K +190 +3%
LC
1252
LCNB Corp
Ohio
$914K -$4.05K -26 -0.4%
VSQM
1253
V-Square Quantitative Management
Illinois
$912K +$241K +1,543 +36%
CBT
1254
Central Bank & Trust
Kentucky
$910K -$130K -834 -12%
FAIM
1255
Financial Advocates Investment Management
Washington
$908K -$213K -1,366 -19%
BAM
1256
Byrne Asset Management
New Jersey
$908K -$1.06M – –
TCM
1257
Traynor Capital Management
Pennsylvania
$906K +$8.26K +53 +0.9%
MMM
1258
Mendel Money Management
Illinois
$905K +$66.9K +429 +8%
IRC
1259
Investors Research Corp
Georgia
$902K – – –
PWW
1260
Pettyjohn Wood & White
Virginia
$902K +$935 +6 +0.1%
WBCM
1261
Wilson & Boucher Capital Management
California
$900K – – –
MWM
1262
Massachusetts Wealth Management
Massachusetts
$899K – – –
CF
1263
Centaurus Financial
California
$894K +$23.8K +153 +3%
BWP
1264
Baldwin Wealth Partners
Massachusetts
$886K -$62.3K -400 -7%
1SB
1265
1ST Source Bank
Indiana
$885K -$145K -931 -14%
RSWM
1266
Robertson Stephens Wealth Management
California
$885K +$126K +810 +17%
MTIC
1267
Missouri Trust & Investment Company
Missouri
$883K +$742K +4,762 +529%
CAMV
1268
Concord Asset Management (Virginia)
Virginia
$880K +$395K +2,533 +81%
ESB
1269
Essex Savings Bank
Connecticut
$873K +$8.73K +56 +1%
GSEP
1270
Golden State Equity Partners
California
$873K -$22.4K -144 -3%
MHC
1271
Meyer Handelman Company
New York
$873K +$203K +1,300 +30%
SAG
1272
SageView Advisory Group
California
$872K +$7.79K +50 +0.9%
MSFS
1273
Main Street Financial Solutions
Pennsylvania
$870K +$28.8K +185 +3%
RIL
1274
Rothschild Investment LLC
Illinois
$870K +$47.2K +303 +6%
NAS
1275
Nicolet Advisory Services
Wisconsin
$854K +$44.6K +290 +6%
49 50
51
52 53