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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 %
SMWM
1851
Silvia McColl Wealth Management
California
$260K – – –
SNBOSD
1852
Security National Bank of So Dak
Iowa
$259K -$15.6K -100 -6%
FL
1853
Fort LP
Maryland
$257K +$19.5K +125 +8%
SEP
1854
Southland Equity Partners
Missouri
$256K +$11.5K +74 +5%
WDC
1855
Woodward Diversified Capital
California
$254K +$254K +1,628 New
OWA
1856
Opal Wealth Advisors
New York
$253K +$69.5K +446 +38%
CWM
1857
Centurion Wealth Management
Virginia
$253K +$29.6K +190 +13%
EM
1858
ELCO Management
New York
$253K +$41.8K +268 +20%
GSC
1859
Grey Street Capital
Illinois
$251K – – –
MHR
1860
Matthew Hamilton Rosenberg
$250K +$9.35K +60 +4%
SFG
1861
Sunburst Financial Group
Alabama
$249K -$935 -6 -0.4%
AF
1862
Advisornet Financial
Minnesota
$248K -$829K -5,320 -77%
TAM
1863
Tucker Asset Management
Colorado
$248K +$33.8K +217 +16%
1WA
1864
180 Wealth Advisors
Washington
$248K -$12K -77 -5%
QC
1865
QCM Cayman
Texas
$248K +$248K +1,590 New
AFP
1866
Alpha Financial Partners
Kentucky
$248K -$94.8K -608 -28%
CFD
1867
Creative Financial Designs
Indiana
$247K +$7.95K +51 +3%
BCM
1868
Boltwood Capital Management
California
$245K +$1.56K +10 +0.6%
CTC
1869
Corundum Trust Company
South Dakota
$244K -$935 -6 -0.4%
AWM
1870
Accel Wealth Management
Iowa
$243K -$468 -3 -0.2%
BAM
1871
Bellevue Asset Management
Washington
$243K -$13.6K -87 -5%
VAM
1872
Verity Asset Management
North Carolina
$243K +$12.2K +78 +5%
PSP
1873
Pacific Sage Partners
Washington
$242K +$156 +1 +0.1%
BBNB
1874
Baker Boyer National Bank
Washington
$241K – – –
CFC
1875
Coyle Financial Counsel
Illinois
$241K +$779 +5 +0.3%
73 74
75
76 77