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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 %
KWA
1451
Kingswood Wealth Advisors
California
$595K +$595K +3,819 New
MBT
1452
Montecito Bank & Trust
California
$592K +$64.8K +416 +12%
TCA
1453
Transcend Capital Advisors
New Jersey
$591K -$61.6K -395 -9%
PWM
1454
Palumbo Wealth Management
New York
$590K -$123K -790 -17%
BWM
1455
Biltmore Wealth Management
Arizona
$590K +$5.61K +36 +1%
OWA
1456
Octavia Wealth Advisors
Ohio
$587K +$107K +689 +22%
SCI
1457
S&CO Inc
Massachusetts
$587K – – –
AF
1458
Arrow Financial
New York
$585K -$549K -3,525 -48%
JWM
1459
Jeppson Wealth Management
California
$585K -$98K -629 -14%
APWM
1460
Atlas Private Wealth Management
New York
$582K +$16.7K +107 +3%
CFP
1461
Catalyst Financial Partners
Massachusetts
$579K -$55.2K -354 -9%
WAG
1462
Wallace Advisory Group
California
$579K +$32.6K +182 +6%
FWCM
1463
Ferguson Wellman Capital Management
Oregon
$578K -$8.89K -57 -2%
DAC
1464
Dividend Assets Capital
South Carolina
$577K -$146K -938 -20%
ZF
1465
Zhang Financial
Michigan
$577K +$56.3K +361 +11%
VC
1466
Vicus Capital
Pennsylvania
$575K +$330K +2,117 +135%
WGAM
1467
Wilkinson Global Asset Management
New York
$573K – – –
CT
1468
Coastline Trust
Rhode Island
$573K -$299K -1,919 -34%
DIA
1469
Dana Investment Advisors
Wisconsin
$573K +$61.7K +396 +12%
FAFN
1470
First Affirmative Financial Network
Colorado
$566K -$36K -231 -6%
CA
1471
Corrado Advisors
New Jersey
$561K +$561K +3,602 New
IA
1472
IFG Advisors
Missouri
$561K +$1.87K +12 +0.3%
PAG
1473
Powers Advisory Group
Illinois
$561K -$2.96K -19 -0.5%
CNFG
1474
Creegan & Nassoura Financial Group
New Hampshire
$560K +$156 +1 +0%
KWM
1475
Kolinsky Wealth Management
New Jersey
$560K +$312 +2 +0.1%
57 58
59
60 61