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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 %
WJWM
1426
Williams Jones Wealth Management
New York
$620K -$77.8K -499 -11%
CAGAS
1427
Capital Advisory Group Advisory Services
Minnesota
$619K +$619K +3,971 New
KCM
1428
Kanawha Capital Management
Virginia
$618K +$11.7K +75 +2%
T
1429
TOBAM
France
$616K +$10.4K +67 +2%
TF
1430
Trek Financial
Arizona
$616K +$83.2K +534 +16%
KBC
1431
Key Bridge Compliance
$615K +$615K +3,948 New
OWP
1432
Obermeyer Wealth Partners
Colorado
$612K +$50K +321 +9%
TBNY
1433
Trustco Bank (New York)
New York
$611K +$2.03K +13 +0.3%
AWG
1434
Altus Wealth Group
Colorado
$611K -$14K -90 -2%
EA
1435
Emerald Advisors
Washington
$610K +$610K +3,916 New
WQ
1436
Wealth Quarterback
New Jersey
$610K +$385K +2,470 +171%
FM
1437
Foster & Motley
Ohio
$607K -$232K -1,489 -28%
SQA
1438
Simon Quick Advisors
New Jersey
$605K -$48K -308 -7%
TIMH
1439
Tilt Investment Management Holdings
New York
$605K – – –
CFMC
1440
Curbstone Financial Management Corp
New Hampshire
$604K – – –
RWB
1441
RMR Wealth Builders
New Jersey
$603K +$603K +3,868 New
DGAM
1442
Desjardins Global Asset Management
Quebec, Canada
$600K -$818K -5,248 -58%
LWM
1443
Liberty Wealth Management
California
$600K -$7.32K -47 -1%
KC
1444
Kingfisher Capital
North Carolina
$599K +$312 +2 +0.1%
FMB
1445
Field & Main Bank
Kentucky
$599K +$10.1K +65 +2%
RCA
1446
Resonant Capital Advisors
Wisconsin
$598K +$29.9K +192 +5%
EWA
1447
EverSource Wealth Advisors
Alabama
$598K -$48.2K -309 -7%
VNA
1448
Valley National Advisers
Pennsylvania
$598K +$37.6K +241 +7%
OC
1449
Oakworth Capital
Alabama
$597K -$93.1K -597 -13%
CAL
1450
Capital Analysts LLC
Pennsylvania
$596K +$55.4K +355 +10%
56 57
58
59 60