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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 %
CA
1901
CGN Advisors
Kansas
$233K +$51.7K +332 +28%
PG
1902
Prostatis Group
Maryland
$233K +$233K +1,335 New
MIC
1903
Means Investment Company
Maine
$232K +$624 +4 +0.3%
ACM
1904
Arcataur Capital Management
Wisconsin
$230K – – –
DJSG
1905
D.J. St. Germain
Massachusetts
$230K – – –
FFP
1906
FourThought Financial Partners
Florida
$230K -$32.4K -208 -12%
WP
1907
WealthSource Partners
California
$229K -$468 -3 -0.2%
FNFDCM
1908
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$229K – – –
FAG
1909
Fortitude Advisory Group
Washington
$229K +$7.48K +48 +3%
GAB
1910
German American Bancorp
Indiana
$228K -$1.09K -7 -0.5%
SWM
1911
Selective Wealth Management
Virginia
$228K -$118K -765 -34%
OR
1912
Olympiad Research
Connecticut
$227K +$227K +1,459 New
SA
1913
Strategic Advocates
Utah
$227K +$227K +1,456 New
HFW
1914
Horizon Family Wealth
Illinois
$225K +$19.3K +124 +9%
CHAM
1915
Clear Harbor Asset Management
Connecticut
$225K -$21.7K -139 -9%
CCFCSB
1916
Cape Cod Five Cents Savings Bank
Massachusetts
$224K +$224K +1,440 New
HIC
1917
Harvey Investment Company
Kentucky
$224K – – –
OPPS
1918
Obsidian Personal Planning Solutions
Maryland
$224K +$15K +96 +7%
MAP
1919
Moody Aldrich Partners
Massachusetts
$224K +$224K +1,442 New
APG
1920
Abacus Planning Group
South Carolina
$223K +$3.43K +22 +2%
BOPW
1921
Brandywine Oak Private Wealth
Pennsylvania
$223K -$3.27K -21 -1%
TCOK
1922
Trust Company of Kansas
Kansas
$222K -$37.4K -240 -14%
IP
1923
Investment Partners
Ohio
$222K +$1.72K +11 +0.8%
TLP
1924
Tri Locum Partners
New York
$222K +$222K +1,423 New
JAG
1925
Journey Advisory Group
Kentucky
$222K -$88.6K -568 -29%
75 76
77
78 79