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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 %
CWA
1601
Choice Wealth Advisors
Maine
$434K +$2.65K +17 +0.6%
AWAP
1602
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$434K – – –
AFP
1603
Ausdal Financial Partners
Iowa
$434K -$21K -135 -5%
SC
1604
SRB Corp
Massachusetts
$433K +$33.5K +215 +8%
CCA
1605
Childress Capital Advisors
Texas
$431K +$431K +2,847 New
FFA
1606
Farther Finance Advisors
California
$429K +$134K +862 +46%
AW
1607
Atlas Wealth
Ohio
$429K – – –
NL
1608
NVWM LLC
Pennsylvania
$428K -$336K -2,156 -44%
SFP
1609
Shepherd Financial Partners
Massachusetts
$427K +$77K +494 +22%
WP
1610
WealthShield Partners
North Carolina
$427K – – –
SXL
1611
Summit X LLC
Missouri
$426K -$171K -1,096 -29%
RGC
1612
Roberts, Glore & Co
Illinois
$425K +$21K +135 +5%
WWC
1613
Waypoint Wealth Counsel
Georgia
$425K -$5.46K -35 -1%
WC
1614
Westhampton Capital
North Carolina
$425K +$21K +135 +5%
H
1615
HoyleCohen
California
$425K -$3.03M -19,412 -88%
AA
1616
Ancora Advisors
Ohio
$424K -$118K -754 -22%
MMHP
1617
Murphy Middleton Hinkle & Parker
Georgia
$424K +$6.24K +40 +1%
DA
1618
Dover Advisors
Virginia
$424K -$23.4K -150 -5%
MFC
1619
Mechanics Financial Corp
Ohio
$422K – – –
WAM
1620
Weatherly Asset Management
California
$421K +$4.68K +30 +1%
CCP
1621
Clough Capital Partners
Massachusetts
$421K – – –
ATC
1622
Adirondack Trust Company
New York
$419K +$17.9K +115 +4%
VCP
1623
Verus Capital Partners
Arizona
$419K +$17.3K +111 +4%
NF
1624
Nikulski Financial
Iowa
$418K +$418K +2,681 New
BAM
1625
Blueshift Asset Management
New Jersey
$416K +$416K +2,672 New
63 64
65
66 67