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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 %
CPC
1301
Consolidated Planning Corp
Georgia
$797K -$72.9K -468 -8%
AAM
1302
AR Asset Management
California
$795K – – –
MA
1303
MKT Advisors
California
$790K +$2.17K +14 +0.3%
CS
1304
Capital Square
Tennessee
$786K -$12.5K -81 -2%
PPC
1305
Park Place Capital
Alabama
$781K -$27K -173 -3%
VA
1306
Valmark Advisers
Ohio
$781K +$19K +122 +2%
GF
1307
Gabelli Funds
New York
$779K -$818K -5,250 -51%
CI
1308
CPR Investments
Michigan
$779K – – –
GCM
1309
Greenland Capital Management
New York
$779K +$779K +5,000 New
CFCI
1310
Comprehensive Financial Consultants Institutional
Indiana
$778K +$15.9K +102 +2%
TFS
1311
Thoroughbred Financial Services
Tennessee
$778K +$337K +2,164 +76%
AAS
1312
Annex Advisory Services
Wisconsin
$776K +$19.5K +125 +3%
HI
1313
Harbour Investments
Wisconsin
$776K -$39.6K -254 -5%
HAFS
1314
Hapanowicz & Associates Financial Services
Pennsylvania
$774K -$31.2K -200 -4%
FIM
1315
Fernwood Investment Management
Massachusetts
$774K – – –
PMIA
1316
Patrick Mauro Investment Advisor
Illinois
$773K -$200K -1,280 -21%
MCM
1317
McKinley Capital Management
Alaska
$773K +$12.9K +83 +2%
BFAG
1318
Blackston Financial Advisory Group
Florida
$771K +$12K +77 +2%
DWM
1319
Darwin Wealth Management
Florida
$770K +$8.73K +56 +1%
MIM
1320
Morningstar Investment Management
Illinois
$770K +$50K +321 +7%
XWM
1321
Xcel Wealth Management
Florida
$769K -$93.8K -602 -11%
PWAM
1322
Pinnacle West Asset Management
Wyoming
$766K +$53K +340 +7%
EFS
1323
Essex Financial Services
Connecticut
$766K -$50K -321 -6%
AW
1324
Apricus Wealth
South Carolina
$765K – – –
WANY
1325
Wealthspire Advisors (New York)
New York
$765K +$155K +994 +25%
51 52
53
54 55