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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 %
QCG
1276
Quadrant Capital Group
Ohio
$847K +$67.5K +433 +9%
HP
1277
Hilltop Partners
Indiana
$845K +$259K +1,659 +44%
FFA
1278
Founders Financial Alliance
North Carolina
$843K -$129K -825 -13%
PFSC
1279
Peoples Financial Services Corp
Pennsylvania
$843K +$77K +494 +10%
WFM
1280
Wolff Financial Management
Michigan
$842K +$842K +5,403 New
FFG
1281
Fortem Financial Group
California
$842K -$247K -1,585 -23%
ZIC
1282
ZWJ Investment Counsel
Georgia
$840K +$58.6K +376 +8%
CGL
1283
Clarius Group LLC
Washington
$839K -$208K -1,336 -20%
IPW
1284
Impact Partnership Wealth
Georgia
$837K +$492K +3,157 +143%
FFN
1285
Focus Financial Network
Minnesota
$835K +$4.99K +32 +0.6%
IP
1286
Intellectus Partners
California
$828K +$28.4K +182 +4%
LC
1287
Lindbrook Capital
California
$828K -$54.2K -348 -6%
CTI
1288
Community Trust & Investment
Kentucky
$827K +$47.2K +303 +6%
MMG
1289
Monetary Management Group
Missouri
$825K – – –
SMC
1290
Smith, Moore & Co
Missouri
$824K -$13.7K -88 -2%
LFA
1291
Legacy Financial Advisors
Kentucky
$819K -$193K -1,238 -19%
BSB
1292
Bangor Savings Bank
Maine
$818K -$1.25K -8 -0.2%
LWM
1293
Laidlaw Wealth Management
New York
$817K -$377K -2,421 -32%
JIC
1294
Joel Isaacson & Co
New York
$817K -$2.49K -16 -0.3%
BWAM
1295
Boyd Watterson Asset Management
Ohio
$815K – – –
FG
1296
Fiduciary Group
Georgia
$811K -$13.2K -85 -2%
CFS
1297
CRA Financial Services
New Jersey
$810K +$4.05K +26 +0.5%
CC
1298
Chicago Capital
Illinois
$808K – – –
CAC
1299
Core Alternative Capital
Georgia
$804K +$317K +2,033 +65%
V
1300
VeraBank
Texas
$800K – – –
50 51
52
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