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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 %
Jones Financial Companies
1676
Jones Financial Companies
Missouri
$378K -$136K -870 -26%
AFG
1677
Allegheny Financial Group
Pennsylvania
$378K +$378K +2,426 New
ACG
1678
Allen Capital Group
Nebraska
$377K +$47.1K +304 +14%
BPCE
1679
Bank Pictet & Cie (Europe)
Germany
$377K -$47.2K -303 -11%
RWA
1680
Redhawk Wealth Advisors
Minnesota
$375K +$15.6K +100 +4%
TCWM
1681
Total Clarity Wealth Management
Illinois
$374K +$45.8K +294 +14%
PIA
1682
Perennial Investment Advisors
California
$373K -$14.8K -95 -4%
BBA
1683
BLB&B Advisors
Pennsylvania
$373K -$4.36K -28 -1%
NB
1684
Nicolet Bankshares
Wisconsin
$372K -$4.83K -31 -1%
OCG
1685
Opus Capital Group
Ohio
$372K -$42.6K -273 -10%
DIA
1686
Davidson Investment Advisors
Montana
$369K +$156K +1,000 +73%
WMA
1687
West Michigan Advisors
Michigan
$368K -$200K -1,282 -35%
SIG
1688
Sargent Investment Group
Maryland
$368K -$58.1K -373 -14%
CWM
1689
Cabot Wealth Management
Massachusetts
$368K – – –
WKWM
1690
Walter & Keenan Wealth Management
Indiana
$366K -$201K -1,288 -35%
HW
1691
Hancock Whitney
Mississippi
$366K -$119K -763 -25%
LAM
1692
L2 Asset Management
Massachusetts
$366K -$2.31M -1,890 -86%
WAG
1693
Winthrop Advisory Group
Massachusetts
$365K -$37.9K -243 -9%
MAM
1694
Mystic Asset Management
Rhode Island
$364K -$44.4K -285 -11%
E
1695
ETFidea
New York
$364K +$7.79K +50 +2%
IAS
1696
Investment Advisory Services
Texas
$364K +$38.5K +247 +12%
FCMT
1697
Founders Capital Management (Texas)
Texas
$362K – – –
GDP
1698
Great Diamond Partners
Maine
$361K -$11.1K -71 -3%
AWM
1699
Aries Wealth Management
Maine
$360K +$783 +5 +0.2%
LWM
1700
Lyell Wealth Management
California
$360K -$344K -2,209 -49%
66 67
68
69 70