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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 %
CIC
1626
Chilton Investment Company
Connecticut
$416K +$141K +906 +51%
KC
1627
Kades & Cheifetz
Pennsylvania
$416K +$13.9K +89 +3%
ECA
1628
Elevated Capital Advisors
Utah
$416K +$7.48K +48 +2%
TAM
1629
Tocqueville Asset Management
New York
$414K – – –
SM
1630
Sweeney & Michel
California
$414K +$3.12K +22 +0.8%
SEM
1631
Suncoast Equity Management
Florida
$413K – – –
LCM
1632
Leisure Capital Management
California
$412K – – –
EA
1633
Eudaimonia Advisors
Tennessee
$412K -$8.89K -57 -2%
MW
1634
MBL Wealth
North Carolina
$410K -$1.72K -11 -0.4%
CA
1635
CoreCap Advisors
Michigan
$410K +$36.2K +232 +10%
CTB
1636
Country Trust Bank
Illinois
$410K – – –
NCM
1637
NCM Capital Management
New Jersey
$409K +$37.7K +242 +10%
CFS
1638
Cannon Financial Strategists
Georgia
$408K +$5.77K +37 +1%
GC
1639
Guidance Capital
Kentucky
$408K +$150K +976 +58%
BWA
1640
Blodgett Wealth Advisors
California
$408K +$468 +3 +0.1%
AWM
1641
Absher Wealth Management
North Carolina
$406K -$112K -717 -22%
RFA
1642
Register Financial Advisors
Georgia
$406K -$12K -77 -3%
DFA
1643
Delta Financial Advisors
Louisiana
$406K +$1.09K +7 +0.3%
PC
1644
Peavine Capital
Nevada
$405K – – –
GAM
1645
Grandview Asset Management
Pennsylvania
$405K +$405K +2,596 New
SWA
1646
SFMG Wealth Advisors
Texas
$404K +$623 +4 +0.2%
GTAM
1647
Global Trust Asset Management
Florida
$402K +$15.3K +98 +4%
HWA
1648
Heartwood Wealth Advisors
Virginia
$402K +$60K +385 +18%
LWP
1649
LMG Wealth Partners
Louisiana
$402K – – –
CAC
1650
Certified Advisory Corp
Florida
$401K +$359K +20,632 +852%
64 65
66
67 68