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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 %
3F
1701
360 Financial
Minnesota
$358K – – –
NA
1702
Navellier & Associates
Nevada
$357K -$25.4K -163 -7%
BCM
1703
BluePath Capital Management
Georgia
$357K +$357K +2,291 New
AG
1704
AIA Group
Hong Kong
$356K +$356K +2,282 New
ANBT
1705
American National Bank & Trust
Texas
$355K -$151K -969 -30%
EVM
1706
Evelyn V. Moreno
$354K +$354K +2,270 New
CRC
1707
Curi RMB Capital
Illinois
$354K +$91K +584 +35%
GHA
1708
GW Henssler & Associates
Georgia
$353K -$1.25K -8 -0.4%
ST
1709
Somerset Trust
Pennsylvania
$350K +$8.57K +55 +3%
SAM
1710
Strategy Asset Managers
California
$350K +$44.7K +287 +15%
LA
1711
Lane & Associates
New Jersey
$348K +$2.49K +16 +0.7%
TIA
1712
Traphagen Investment Advisors
New Jersey
$346K +$12.6K +81 +4%
FIBT
1713
First International Bank & Trust
North Dakota
$344K -$194K -1,245 -36%
WFS
1714
Walker Financial Services
Kentucky
$344K -$6.54K -40 -2%
G
1715
GenTrust
Florida
$344K – – –
TT
1716
TI-Trust
Illinois
$343K – – –
EB
1717
Exchange Bank
California
$342K – – –
Cohen & Steers
1718
Cohen & Steers
New York
$342K – – –
BAM
1719
Belpointe Asset Management
Nevada
$342K +$35.9K +230 +12%
BFA
1720
Bill Few Associates
Pennsylvania
$342K +$23.4K +150 +7%
BONST
1721
Bank of Nova Scotia Trust
Ontario, Canada
$341K -$46.8K -300 -12%
CWM
1722
Curi Wealth Management
North Carolina
$340K -$16.8K -108 -5%
KAS
1723
KPP Advisory Services
Kentucky
$340K +$340K +2,180 New
SAM
1724
Secure Asset Management
Michigan
$339K +$73.4K +471 +28%
SIC
1725
Salem Investment Counselors
North Carolina
$338K +$7.48K +48 +2%
67 68
69
70 71