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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 %
LB
1801
Legacy Bridge
Iowa
$287K – – –
PRWA
1802
Platte River Wealth Advisors
Colorado
$286K – – –
DA
1803
Drake & Associates
Wisconsin
$285K -$13.6K -87 -5%
FPWM
1804
FSB Premier Wealth Management
Iowa
$284K +$10.1K +65 +4%
WMS
1805
Wealth Management Solutions
Pennsylvania
$280K -$3.27K -21 -1%
SW
1806
Simplicity Wealth
New Jersey
$280K +$7.17K +46 +3%
VWA
1807
V Wealth Advisors
Kansas
$280K -$871K -5,586 -76%
RIA
1808
Richwood Investment Advisors
Ohio
$280K -$7.79K -50 -3%
CHA
1809
Carmichael Hill & Associates
Maryland
$279K +$312 +2 +0.1%
TLA
1810
Tanglewood Legacy Advisors
Texas
$279K – – –
FCA
1811
FLC Capital Advisors
California
$279K – – –
FH
1812
FWG Holdings
Florida
$277K -$3.38K -22 -1%
WSCM
1813
Wellington Shields Capital Management
New York
$277K – – –
KCFA
1814
Key Client Fiduciary Advisors
New Jersey
$276K +$779 +5 +0.3%
HWM
1815
HFR Wealth Management
New York
$276K – – –
OL
1816
Optas LLC
Texas
$276K +$276K +1,768 New
EW
1817
Evexia Wealth
Wisconsin
$275K +$275K +1,873 New
CW
1818
CIC Wealth
Maryland
$275K +$90.7K +582 +49%
WA
1819
Wealth Advisors
California
$274K – – –
CWM
1820
Calamos Wealth Management
Illinois
$274K +$274K +1,755 New
HIIFS
1821
Harel Insurance Investments & Financial Services
Israel
$273K -$237K -1,520 -46%
PWM
1822
Paulson Wealth Management
Illinois
$272K +$7.64K +49 +3%
CF
1823
Copperwynd Financial
Arizona
$272K +$272K +1,746 New
HBT
1824
Heartland Bank & Trust
Illinois
$272K +$2.65K +17 +1%
T
1825
TNF
Montana
$270K -$4.41K -29 -2%
71 72
73
74 75