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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 %
CC
1401
Corton Capital
Ontario, Canada
$654K +$355K +2,280 +119%
TNAM
1402
Terra Nova Asset Management
New York
$650K – – –
GWM
1403
Greenwich Wealth Management
Connecticut
$649K +$7.64K +49 +1%
IP
1404
Ignite Planners
California
$648K +$61.2K +399 +10%
STA
1405
Summit Trail Advisors
New York
$646K -$179K -1,147 -22%
SA
1406
SRN Advisors
Pennsylvania
$646K +$12.5K +80 +2%
CPC
1407
Cookson Peirce & Co
Pennsylvania
$645K +$37.4K +240 +6%
I
1408
InceptionR
California
$644K -$120K -768 -16%
TL
1409
Tradewinds LLC
North Carolina
$642K -$7.17K -46 -1%
WC
1410
Whitney & Co
New York
$642K – – –
SHFA
1411
SC&H Financial Advisors
Maryland
$641K +$156 +1 +0%
SAM
1412
S.A. Mason
Michigan
$641K – – –
LC
1413
Lavaca Capital
Texas
$637K -$931K -5,970 -59%
CA
1414
Continuum Advisory
Idaho
$636K +$16.4K +105 +3%
PFWA
1415
Paces Ferry Wealth Advisors
Georgia
$636K -$14.8K -95 -2%
CAWM
1416
Capital Advisors Wealth Management
Washington
$635K -$126K -808 -17%
TGAM
1417
TBH Global Asset Management
Tennessee
$630K +$250K +1,603 +66%
ESBC
1418
E.S. Barr & Co
Kentucky
$629K -$6.86K -44 -1%
CPIG
1419
Chicago Partners Investment Group
Illinois
$627K +$7.56K +51 +1%
GFA
1420
Gallagher Fiduciary Advisors
Illinois
$626K -$6.86K -44 -1%
ERWM
1421
Elk River Wealth Management
Colorado
$626K – – –
APF
1422
Alaska Permanent Fund
Alaska
$625K -$131K -843 -17%
HI
1423
Human Investing
Oregon
$623K -$40.2K -258 -6%
VIM
1424
Vista Investment Management
Pennsylvania
$621K -$29K -186 -4%
DAM
1425
Diamant Asset Management
Connecticut
$620K +$21K +135 +4%
55 56
57
58 59