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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 %
FCFC
1476
First Commonwealth Financial Corp
Pennsylvania
$557K +$5.92K +38 +1%
SAM
1477
Summit Asset Management
Tennessee
$557K – – –
LOIP
1478
Live Oak Investment Partners
Texas
$556K -$633K – –
FLI
1479
Family Legacy Inc
South Carolina
$556K +$13.2K +85 +2%
RCWM
1480
Royal Capital Wealth Management
Indiana
$555K -$53.9K -346 -9%
PFA
1481
Pathway Financial Advisors
Vermont
$555K – – –
DWM
1482
Defined Wealth Management
Oregon
$555K – – –
LCM
1483
Liberty Capital Management
Michigan
$554K -$15.6K -100 -3%
PIM
1484
Profit Investment Management
Maryland
$552K -$31.5K -202 -5%
CP
1485
Covenant Partners
Tennessee
$550K – – –
PK
1486
Pflug Koory
Nebraska
$549K +$3.43K +22 +0.6%
GEA
1487
Glen Eagle Advisors
New Jersey
$548K -$5.14K -33 -0.9%
RSA
1488
River Street Advisors
Illinois
$546K +$34.8K +223 +7%
WPW
1489
Waldron Private Wealth
Pennsylvania
$543K -$107K -685 -16%
MAG
1490
MRA Advisory Group
New Jersey
$542K – – –
WAAG
1491
Wealth Alliance Advisory Group
Kansas
$541K +$65.5K +420 +14%
AWM
1492
Accurate Wealth Management
Florida
$541K +$99.5K +633 +23%
NLP
1493
Next Level Private
New York
$541K +$541K +3,488 New
YWS
1494
Yarger Wealth Strategies
Ohio
$540K -$9.82K -63 -2%
AIC
1495
Archer Investment Corporation
Indiana
$540K – – –
LHC
1496
Little House Capital
Massachusetts
$537K +$26.5K +170 +5%
AI
1497
AXS Investments
New York
$536K -$21K -135 -4%
RBC
1498
Roble Belko & Company
Pennsylvania
$535K – – –
TNB
1499
Thomasville National Bank
Georgia
$534K -$5.14K -33 -1%
IGWM
1500
ICA Group Wealth Management
Colorado
$533K -$22.4K -144 -4%
58 59
60
61 62