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 %
SFS
1326
Solitude Financial Services
Virginia
$764K -$12.8K -82 -2%
LF
1327
Lantz Financial
Illinois
$762K -$156 -1 -0%
WEG
1328
World Equity Group
Illinois
$759K +$383K +2,566 +102%
CIP
1329
Capital Insight Partners
Arizona
$758K – – –
KMWM
1330
Keudell/Morrison Wealth Management
Oregon
$757K -$55.8K -358 -7%
HPC
1331
HM Payson & Co
Maine
$757K +$40.8K +262 +6%
AMG
1332
Advisors Management Group
Wisconsin
$756K -$2.18K -14 -0.3%
PFP
1333
Paragon Financial Partners
California
$753K – – –
BFA
1334
Buttonwood Financial Advisors
Maryland
$752K -$2.96K -19 -0.4%
PWP
1335
Principle Wealth Partners
Connecticut
$752K +$46.8K +300 +7%
MCM
1336
Mork Capital Management
California
$751K – – –
FCBT
1337
First Citizens Bank & Trust
North Carolina
$750K -$44.7K -287 -6%
LFA
1338
LifeGuide Financial Advisors
Pennsylvania
$747K -$15.6K -100 -2%
PFGIA
1339
Patriot Financial Group Insurance Agency
Massachusetts
$747K +$59.4K +381 +9%
FFM
1340
Forum Financial Management
Illinois
$746K -$312 -2 -0%
PI
1341
Pettee Investors
Connecticut
$745K – – –
CSB
1342
City State Bank
Iowa
$744K – – –
EHWM
1343
Eads & Heald Wealth Management
Georgia
$743K -$8.58K -55 -1%
DMBA
1344
Deseret Mutual Benefit Administrators
Utah
$743K -$40.4K -259 -5%
SAA
1345
Southeast Asset Advisors
Georgia
$740K -$42.2K -271 -5%
LIM
1346
Longfellow Investment Management
Massachusetts
$738K – – –
FFWA
1347
FRG Family Wealth Advisors
Washington
$736K -$56.1K -360 -7%
DFG
1348
Delta Financial Group
New Jersey
$733K +$733K +4,700 New
MIH
1349
Meitav Investment House
Israel
$731K – – –
MCIA
1350
Mountain Capital Investment Advisors
Colorado
$730K -$609K -4,409 -45%
52 53
54
55 56