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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 %
RCA
1651
Ranch Capital Advisors
Florida
$401K +$312 +2 +0.1%
JF
1652
Joule Financial
Kentucky
$400K +$197K +1,261 +96%
PTC
1653
Petrus Trust Company
Texas
$399K +$55K +353 +16%
AAM
1654
Austin Asset Management
Texas
$398K – – –
KAM
1655
Knightsbridge Asset Management
California
$398K -$2.03K -13 -0.5%
SCM
1656
SKBA Capital Management
California
$397K – – –
WPC
1657
Wedmont Private Capital
Pennsylvania
$394K -$177K -1,147 -31%
SWM
1658
Silverlake Wealth Management
Vermont
$393K +$13.6K +87 +4%
BB
1659
Busey Bank
Illinois
$393K -$89.8K -576 -19%
Point72 Asset Management
1660
Point72 Asset Management
Connecticut
$392K +$392K +2,514 New
AB
1661
Atlas Brown
Kentucky
$392K +$623 +4 +0.2%
CC
1662
Centiva Capital
New York
$390K -$775K -4,971 -67%
QT
1663
Quantamental Technologies
New York
$390K +$36.9K +237 +10%
CCA
1664
Cobblestone Capital Advisors
New York
$389K -$58.5K -375 -13%
MCM
1665
McRae Capital Management
New Jersey
$388K +$15.6K +100 +4%
SCA
1666
Stuart Chaussee & Associates
California
$388K – – –
VPP
1667
Vertex Planning Partners
Illinois
$387K +$387K +2,486 New
NHT
1668
New Hampshire Trust
New Hampshire
$387K -$2.18K -14 -0.6%
AC
1669
Allstate Corporation
Illinois
$387K – – –
FCMC
1670
Founders Capital Management (Connecticut)
Connecticut
$385K – – –
Walleye Trading
1671
Walleye Trading
New York
$385K +$385K +2,468 New
FHA
1672
Flagship Harbor Advisors
Massachusetts
$384K -$6.39K -41 -2%
CWG
1673
Cornerstone Wealth Group
North Carolina
$384K -$28.5K -183 -7%
SOAMC
1674
Spirit of America Management Corp
New York
$382K – – –
VCWA
1675
Vanguard Capital Wealth Advisors
Colorado
$379K +$173K +1,107 +83%
65 66
67
68 69