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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 %
LWAM
1501
Legacy Wealth Asset Management
Minnesota
$531K +$779 +5 +0.1%
GAG
1502
GM Advisory Group
New York
$531K +$1.56K +10 +0.3%
RB
1503
Rodgers Brothers
Pennsylvania
$528K +$23.8K +153 +5%
CTA
1504
Colonial Trust Advisors
South Carolina
$527K -$424K -2,719 -45%
LA
1505
Lifeworks Advisors
Michigan
$525K +$209K +1,343 +66%
TPW
1506
Transatlantique Private Wealth
New York
$523K +$1.25K +8 +0.2%
PWMG
1507
Provence Wealth Management Group
California
$523K +$51.7K +332 +11%
DTL
1508
Dynamic Technology Lab
Singapore
$523K -$31.4K -201 -6%
CC
1509
Cornerstone Capital
California
$519K – – –
SIC
1510
Sterling Investment Counsel
New York
$519K +$265K +1,702 +104%
APA
1511
Astoria Portfolio Advisors
New York
$519K -$85.1K -616 -14%
RWA
1512
Ropes Wealth Advisors
Massachusetts
$519K -$248K -1,588 -32%
SFM
1513
Signet Financial Management
New Jersey
$518K -$74.8K -480 -13%
PFBT
1514
Parkside Financial Bank & Trust
Missouri
$517K -$17.5K -112 -3%
AGA
1515
Accuvest Global Advisors
Utah
$516K +$516K +3,310 New
V
1516
ViaWealth
Kansas
$516K +$156 +1 +0%
BWS
1517
Buck Wealth Strategies
Colorado
$515K +$459K +2,947 +828%
DWM
1518
Drive Wealth Management
Utah
$514K -$72.8K -467 -12%
MWA
1519
Meridian Wealth Advisors
Texas
$514K -$10.9K -70 -2%
PCA
1520
Prosperity Capital Advisors
Ohio
$513K +$41.8K +268 +9%
SP
1521
Successful Portfolios
Florida
$512K -$2.18K -14 -0.4%
CA
1522
Claro Advisors
Massachusetts
$507K -$44.9K -288 -8%
RFG
1523
Range Financial Group
Oregon
$507K -$1.71K -11 -0.3%
RCM
1524
RB Capital Management
Nevada
$506K -$2.34K -15 -0.5%
CFFP
1525
Center for Financial Planning
Michigan
$505K +$34.3K +220 +7%
59 60
61
62 63