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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
$1.04B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$664M
4
JIM
Jensen Investment Management
Oregon
$7M
5
Ameriprise
Ameriprise
Minnesota
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1976
Derbend Asset Management
Georgia
$201K -$43.8K -281 -18%
AFAS
1977
Acorn Financial Advisory Services
Virginia
$201K -$3.12K -20 -2%
GIM
1978
Goelzer Investment Management
Indiana
$201K -$60K -385 -23%
MWP
1979
Madison Wealth Partners
Wisconsin
$200K +$2.96K +19 +1%
VWM
1980
Vigilare Wealth Management
Arizona
$200K -$60.6K -389 -23%
NFSG
1981
Newbridge Financial Services Group
Florida
$200K – – –
TIA
1982
Tiemann Investment Advisors
California
$197K -$3.9K -25 -2%
GJIA
1983
Glass Jacobson Investment Advisors
Maryland
$196K – – –
SIS
1984
Sound Income Strategies
Florida
$196K +$312 +2 +0.2%
RA
1985
Rise Advisors
New York
$194K +$65.3K +419 +51%
AWM
1986
Avior Wealth Management
Nebraska
$193K -$6.86K -44 -3%
BWM
1987
Baystate Wealth Management
Massachusetts
$189K +$11.7K +75 +7%
CAL
1988
Capital Advisors Ltd
Ohio
$188K +$8.58K +55 +5%
SIMG
1989
Stephens Investment Management Group
Texas
$188K – – –
TC
1990
Trust Company
Kansas
$187K – – –
LFG
1991
Larson Financial Group
Missouri
$184K +$71.5K +459 +64%
CB
1992
CNB Bank
Pennsylvania
$183K -$36.5K -234 -17%
WBC
1993
West Branch Capital
Massachusetts
$182K -$1.25K -8 -0.7%
CT
1994
Clearstead Trust
Maine
$181K +$79K +507 +77%
FPB
1995
First PREMIER Bank
South Dakota
$178K -$4.67K -30 -3%
BCMLT
1996
Beacon Capital Management LLC (Tennessee)
Tennessee
$175K – – –
RFA
1997
Resurgent Financial Advisors
Georgia
$175K -$20K -128 -10%
HFM
1998
Harvest Fund Management
China
$173K -$107K -686 -38%
HWA
1999
HHM Wealth Advisors
Tennessee
$170K +$156 +1 +0.1%
EBA
2000
Eagle Bay Advisors
New York
$170K +$35.1K +225 +26%
78 79
80
81 82