UPS icon

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 %
OFG
1551
Oxford Financial Group
Indiana
$484K -$42.7K -274 -8%
GWSG
1552
GPS Wealth Strategies Group
Colorado
$483K +$20K +128 +4%
PCS
1553
Personal CFO Solutions
New Jersey
$482K +$35.5K +228 +8%
CIA
1554
Cladis Investment Advisory
Montana
$480K +$200K +1,281 +71%
PP
1555
Patten & Patten
Tennessee
$478K -$4.83K -31 -1%
TCPWM
1556
Traverso Chambers Private Wealth Management
California
$476K +$7.17K +46 +2%
MIG
1557
McGuire Investment Group
Rhode Island
$474K – – –
BCG
1558
Breakwater Capital Group
New Jersey
$473K +$20.7K +148 +5%
ALAM
1559
Asahi Life Asset Management
Japan
$472K -$10.9K -70 -2%
SEM
1560
Strategic Equity Management
Arizona
$471K – – –
FAM
1561
Formidable Asset Management
Ohio
$469K – – –
FGA
1562
Fortis Group Advisors
New Jersey
$469K +$49.1K +258 +12%
HCA
1563
Harbour Capital Advisors
Virginia
$469K – – –
CG
1564
Clifford Group
Massachusetts
$469K -$7.01K -45 -1%
LFM
1565
Lumina Fund Management
New York
$468K – – –
MCCA
1566
Mill Creek Capital Advisors
Pennsylvania
$465K -$10.6K -68 -2%
SFP
1567
Sterling Financial Planning
New Jersey
$464K – – –
WCG
1568
Weaver Consulting Group
California
$464K +$935 +6 +0.2%
MHIC
1569
Marble Harbor Investment Counsel
Massachusetts
$461K -$39K -250 -8%
VW
1570
Vance Wealth
California
$460K – – –
GWM
1571
Gray Wealth Management
Maine
$457K -$9.35K -60 -2%
SJIM
1572
St. Johns Investment Management
Florida
$456K -$32.3K -207 -7%
LIA
1573
Luken Investment Analytics
Tennessee
$455K – – –
AWAU
1574
Alliance Wealth Advisors (Utah)
Utah
$454K -$23.1K -148 -5%
SWM
1575
Segment Wealth Management
Texas
$453K +$4.36K +28 +1%
61 62
63
64 65