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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 %
BWP
1726
Balboa Wealth Partners
Arizona
$337K -$8.88K -57 -3%
RWP
1727
Ridgecrest Wealth Partners
California
$335K – – –
FCP
1728
Fidelis Capital Partners
Florida
$335K +$31.2K +200 +10%
CPIA
1729
Cornell Pochily Investment Advisors
New York
$334K +$779 +5 +0.2%
ST
1730
Smithfield Trust
Pennsylvania
$334K +$34.1K +218 +11%
SW
1731
SteelPeak Wealth
California
$334K +$20.1K +129 +6%
CT
1732
Cambridge Trust
Massachusetts
$332K -$21.8K -140 -6%
FCCM
1733
First City Capital Management
Georgia
$330K -$4.68K -30 -1%
ORC
1734
O'Rourke & Company
Massachusetts
$330K -$18.2K -117 -5%
GWP
1735
Gateway Wealth Partners
Wisconsin
$330K +$28.8K +185 +10%
CBT
1736
CoreFirst Bank & Trust
Kansas
$328K +$1.56K +10 +0.5%
LIM
1737
Leavell Investment Management
Alabama
$328K -$8.88K -57 -3%
SIM
1738
Studio Investment Management
Illinois
$328K +$207K +1,329 +171%
NRD
1739
Nebula Research & Development
New York
$327K +$327K +2,099 New
FEM
1740
Fulcrum Equity Management
Texas
$326K +$326K +2,091 New
DA
1741
Detalus Advisors
Missouri
$325K -$12.5K -80 -4%
AA
1742
AlphaMark Advisors
Kentucky
$323K +$74.9K +481 +30%
AIA
1743
Alera Investment Advisors
Illinois
$323K -$30.7K -197 -9%
BMC
1744
Beaton Management Company
Massachusetts
$322K +$3.74K +24 +1%
SAM
1745
SignalPoint Asset Management
Missouri
$322K -$89.8K -576 -22%
CIC
1746
Cutler Investment Counsel
Oregon
$321K +$2.65K +17 +0.8%
FWM
1747
Forza Wealth Management
Florida
$321K – – –
CG
1748
Clarus Group
Texas
$320K -$23.4K -150 -7%
OAM
1749
Oak Asset Management
California
$320K +$23.1K +148 +8%
BMM
1750
Buffington Mohr McNeal
Idaho
$320K -$2.03K -13 -0.6%
68 69
70
71 72