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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 %
WOC
2076
West Oak Capital
California
$56K -$2.63K -17 -4%
WWM
2077
Wolff Wiese Magana
California
$54.9K -$1.27M -8,171 -96%
FAM
2078
Flaharty Asset Management
Florida
$54.9K +$54.9K +352 New
SIS
2079
Strategic Investment Solutions
Illinois
$54.5K +$54.5K +315 New
MFT
2080
Moisand Fitzgerald Tamayo
Florida
$54.2K +$1.56K +10 +3%
BCM
2081
Blume Capital Management
California
$53.8K – – –
EARNEST Partners
2082
EARNEST Partners
Georgia
$52.7K – – –
CWC
2083
Carolinas Wealth Consulting
North Carolina
$52.5K -$4.94K -35 -9%
NCM
2084
Northwest Capital Management
Oregon
$51K -$5.93K -38 -10%
PO
2085
Private Ocean
California
$49K – – –
WTG
2086
West Tower Group
Virginia
$47.1K +$14K +90 +42%
MBFW
2087
Morton Brown Family Wealth
Pennsylvania
$46.8K – – –
FP
2088
Financial Perspectives
Minnesota
$45.7K – – –
JGIA
2089
Jackson Grant Investment Advisers
Connecticut
$43.3K – – –
FFC
2090
First Financial Corp
Indiana
$41.9K – – –
GC
2091
Gould Capital
Washington
$41.3K – – –
AFS
2092
Annapolis Financial Services
Maryland
$40.5K +$14K +90 +53%
RW
2093
RVW Wealth
California
$39.9K +$39.9K +256 New
HB
2094
Horizon Bancorp
Indiana
$39K -$84.8K -550 -68%
AFA
2095
Abacus FCF Advisors
Florida
$38.5K -$939K -6,027 -96%
SFG
2096
Steward Financial Group
Texas
$38K -$19.7K -128 -34%
FSWA
2097
Financial Synergies Wealth Advisors
Texas
$37.3K +$35.9K +230 +2,556%
VAG
2098
VisionPoint Advisory Group
Texas
$37.3K +$15.3K +98 +70%
AWM
2099
Abound Wealth Management
Tennessee
$35.7K +$14K +90 +65%
FRA
2100
Front Row Advisors
California
$34.4K +$7.17K +46 +26%
82 83
84
85 86