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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 %
IAMOG
1376
Investors Asset Management of Georgia
Georgia
$692K +$12.3K +80 +2%
DF
1377
Donoghue Forlines
Massachusetts
$688K +$330K +2,116 +92%
CAS
1378
CTC Alternative Strategies
Illinois
$686K +$686K +4,400 New
LA
1379
LVW Advisors
New York
$685K +$507K +3,253 +285%
EWM
1380
Evermay Wealth Management
Virginia
$684K +$779 +5 +0.1%
VCM
1381
Virtue Capital Management
Tennessee
$683K – – –
JWA
1382
JFS Wealth Advisors
Pennsylvania
$679K +$8.26K +53 +1%
WPA
1383
West Paces Advisors
Georgia
$679K -$4.68K -30 -0.7%
GA
1384
Geller Advisors
New York
$675K -$5.77K -37 -0.8%
RL
1385
Rogco LP
Oklahoma
$674K +$674K +4,327 New
CFGS
1386
Concourse Financial Group Securities
Alabama
$674K +$112K +721 +20%
SWM
1387
Salvus Wealth Management
New Jersey
$672K +$5.61K +36 +0.8%
SVWAG
1388
Sound View Wealth Advisors Group
Georgia
$671K +$20.4K +131 +3%
CFG
1389
CKW Financial Group
Hawaii
$670K – – –
PI
1390
Putnam Investments
Massachusetts
$667K +$30.7K +197 +5%
TWD
1391
True Wealth Design
Ohio
$666K -$1.56K -10 -0.2%
KA
1392
Kovack Advisors
Florida
$666K -$60.2K -386 -8%
SWM
1393
Shakespeare Wealth Management
Wisconsin
$663K +$478K +3,066 +258%
CCM
1394
Cohen Capital Management
California
$662K – – –
CBTWT
1395
Community Bank & Trust (Waco, Texas)
Texas
$662K +$646 +4 +0.1%
Bank Julius Baer & Co
1396
Bank Julius Baer & Co
Switzerland
$662K +$17.9K +115 +3%
EBWM
1397
Eagle Bluffs Wealth Management
Missouri
$657K +$657K +4,213 New
SIM
1398
Sentry Investment Management
Wisconsin
$655K -$150K -963 -19%
PWPS
1399
Pinnacle Wealth Planning Services
Ohio
$655K +$25.4K +163 +4%
DBG
1400
De Burlo Group
Massachusetts
$654K -$109K -700 -14%
54 55
56
57 58