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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 %
TCMP
1776
Thrive Capital Management (Pennsylvania)
Pennsylvania
$305K +$19.3K +124 +7%
DBIA
1777
Dumont & Blake Investment Advisors
New Jersey
$305K -$3.12K -20 -1%
DCM
1778
Dudley Capital Management
Virginia
$305K – – –
MCCP
1779
Mission Creek Capital Partners
California
$303K -$44.4K -285 -13%
GA
1780
Gateway Advisory
New Jersey
$303K +$303K +1,944 New
BO
1781
Bank OZK
Arkansas
$302K -$27.7K -178 -8%
HAS
1782
HBW Advisory Services
California
$301K +$46K +295 +18%
NFG
1783
Northeast Financial Group
Pennsylvania
$301K -$34.4K -221 -10%
VCP
1784
Vista Capital Partners
Oregon
$299K – – –
ME
1785
McIlrath & Eck
Washington
$298K -$12K -77 -4%
SN
1786
Sittner & Nelson
Oregon
$297K -$15.9K -102 -5%
AL
1787
Aspiriant LLC
California
$297K +$46.1K +296 +18%
SPWM
1788
Schrum Private Wealth Management
Florida
$297K +$779 +5 +0.3%
SCA
1789
STALEY CAPITAL ADVISERS
Pennsylvania
$297K +$2.18K +14 +0.7%
PCP
1790
Proficio Capital Partners
Massachusetts
$296K -$15.1K -97 -5%
AA
1791
Alta Advisers
United Kingdom
$296K – – –
S
1792
SimplyRich
California
$292K – – –
VIM
1793
Vinva Investment Management
Australia
$291K -$62.2K -400 -18%
TPWA
1794
TRUE Private Wealth Advisors
Oregon
$290K -$76.9K -493 -21%
WMA
1795
Wealth Management Associates
New Jersey
$290K -$8.11K -52 -3%
PTP
1796
Platform Technology Partners
New York
$289K -$5.14K -33 -2%
SFO
1797
Stokes Family Office
Louisiana
$289K +$2.81K +18 +1%
CWM
1798
Cahaba Wealth Management
Georgia
$289K -$29.6K -190 -9%
MFGM
1799
Marshall Financial Group (Maryland)
Maryland
$287K -$661K -4,242 -70%
AFT
1800
Alpha Family Trust
California
$287K +$58.5K +375 +26%
70 71
72
73 74