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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 %
GWS
2001
Glassman Wealth Services
Virginia
$165K -$11.4K -73 -6%
MSFP
2002
Mark Sheptoff Financial Planning
Connecticut
$164K – – –
GFPC
2003
Global Financial Private Client
Florida
$163K – – –
USB
2004
Union Savings Bank
Connecticut
$162K +$7.79K +50 +5%
MIA
2005
Milestone Investment Advisors
Wisconsin
$161K +$161K +1,034 New
CYG
2006
Clean Yield Group
Vermont
$159K – – –
PMFA
2007
Plante Moran Financial Advisors
Michigan
$158K – – –
LFA
2008
LGT Financial Advisors
Texas
$156K +$156K +1,000 New
ADL
2009
Asset Dedication LLC
California
$155K +$2.01K +13 +1%
WIM
2010
Westside Investment Management
California
$147K – – –
MG
2011
MilWealth Group
Wisconsin
$143K -$11.7K -75 -8%
SWA
2012
Sutton Wealth Advisors
Florida
$142K -$156 -1 -0.1%
C
2013
Covestor
United Kingdom
$141K +$15K +96 +12%
PH
2014
Pinnacle Holdings
Oklahoma
$141K +$1.72K +11 +1%
EDRH
2015
Edmond de Rothschild Holding
Switzerland
$140K -$29.3K -188 -17%
HCM
2016
Highlander Capital Management
New Jersey
$140K +$46.7K +300 +50%
FPF
2017
First Pacific Financial
Washington
$139K +$11.2K +72 +9%
TFA
2018
Toth Financial Advisory
Virginia
$138K -$2.49K -16 -2%
RFG
2019
RFP Financial Group
Georgia
$137K – – –
OA
2020
Operose Advisors
Wisconsin
$134K +$84.8K +544 +171%
CA
2021
Crewe Advisors
Utah
$134K +$156 +1 +0.1%
LF
2022
Lee Financial
Texas
$132K +$779 +5 +0.6%
QC
2023
Quent Capital
New York
$128K -$116K -744 -48%
KI
2024
Kapitalo Investimentos
Brazil
$128K +$12.6K +81 +11%
TFGT
2025
TS Financial Group (TSFG)
Illinois
$127K +$17.9K +115 +16%
79 80
81
82 83