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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 %
MCC
1826
Malaga Cove Capital
California
$270K +$270K +1,733 New
MPW
1827
MA Private Wealth
California
$270K – – –
ACA
1828
Aspire Capital Advisors
Washington
$270K +$2.18K +14 +0.8%
WP
1829
WMS Partners
Maryland
$268K -$2.81K -18 -1%
BCA
1830
Bray Capital Advisors
Florida
$267K +$1.4K +9 +0.5%
NRC
1831
New Republic Capital
North Carolina
$266K +$70.9K +455 +36%
VC
1832
Vestor Capital
Illinois
$266K -$48.8K -313 -16%
WSC
1833
Wellington Shields & Co
New York
$266K – – –
LWM
1834
Lodestone Wealth Management
Washington
$266K -$1.87K -12 -0.7%
FMC
1835
First Merchants Corp
Indiana
$265K -$1.77M -11,380 -87%
SWP
1836
Semus Wealth Partners
Florida
$265K -$1.56K -10 -0.6%
BLC
1837
Brown, Lisle/Cummings
Rhode Island
$265K +$10.1K +65 +4%
RG
1838
Rathbones Group
United Kingdom
$264K +$264K +1,696 New
PA
1839
PFG Advisors
Arizona
$264K -$2.02M -12,948 -88%
AC
1840
Avestar Capital
New York
$264K -$46K -295 -15%
IAM
1841
Innovis Asset Management
Illinois
$263K +$4.05K +26 +2%
MKC
1842
M. Kraus & Co
Vermont
$262K -$2.34K -15 -0.9%
MC
1843
Montag & Caldwell
Georgia
$262K – – –
RA
1844
Rational Advisors
New York
$262K -$94.5K -606 -26%
HC
1845
Hamilton Capital
Ohio
$262K -$27.9K -179 -10%
CP
1846
Castleview Partners
Texas
$261K +$14.2K +91 +6%
QFA
1847
Quantum Financial Advisors
California
$261K +$53.8K +345 +26%
KP
1848
Keel Point
Alabama
$260K -$77.8K -499 -23%
FA
1849
Faithward Advisors
Pennsylvania
$260K -$27.4K -198 -10%
SL
1850
Salomon & Ludwin
Virginia
$260K -$5.3K -34 -2%
72 73
74
75 76