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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 %
ML
1351
McAdam LLC
Pennsylvania
$729K +$10.1K +65 +1%
KW
1352
KWB Wealth
California
$726K -$46.4K -259 -6%
NG
1353
Norden Group
Utah
$725K +$725K +4,652 New
LAS
1354
Lloyd Advisory Services
Georgia
$725K +$725K +4,652 New
DC
1355
DeDora Capital
California
$725K -$17.6K -113 -2%
SCI
1356
Stableford Capital II
Arizona
$719K +$73.9K +535 +11%
MCM
1357
Monument Capital Management
Virginia
$718K -$2.39M -15,348 -77%
SC
1358
Syon Capital
California
$717K +$717K +4,600 New
OAJ
1359
Ogorek Anthony Joseph
New York
$716K +$9.04K +58 +1%
SRG
1360
SBB Research Group
Illinois
$716K +$6.7K +43 +0.9%
SEC
1361
Seven Eight Capital
New York
$715K +$715K +4,589 New
MIM
1362
MTM Investment Management
South Carolina
$711K -$9.35K -60 -1%
QI
1363
Qtron Investments
Massachusetts
$707K -$87.4K -561 -11%
RI
1364
Ridgewood Investments
New Jersey
$706K +$644K +4,131 +1,038%
TWM
1365
Thrive Wealth Management
Pennsylvania
$706K -$43K -276 -6%
PWP
1366
Phillips Wealth Planners
Mississippi
$705K -$156K -1,025 -18%
ACM
1367
Allred Capital Management
Texas
$704K -$26.3K -169 -4%
NL
1368
NWAM LLC
Washington
$703K -$449K -2,882 -39%
IW
1369
Imprint Wealth
South Carolina
$702K -$1.87K -12 -0.3%
AIM
1370
Acropolis Investment Management
Missouri
$701K +$71.1K +456 +11%
LWCFA
1371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$701K -$26.3K -185 -4%
CQS
1372
Credential Qtrade Securities
$696K +$7.79K +50 +1%
OFG
1373
OmniStar Financial Group
North Carolina
$695K -$56.3K -360 -7%
MM
1374
MQS Management
New York
$695K +$269K +1,724 +63%
WFA
1375
WestHill Financial Advisors
California
$693K +$312 +2 +0%
53 54
55
56 57