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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 %
WPWM
2176
Western Pacific Wealth Management
Illinois
$3.43K – – –
BCPWM
2177
Bradley & Co Private Wealth Management
Florida
$3.27K – – –
PWA
2178
Provenance Wealth Advisors
Florida
$3.27K +$3.27K +21 New
MCM
2179
Magnolia Capital Management
New York
$3K -$450K -3,000 -99%
GWSA
2180
Global Wealth Strategies & Associates
Colorado
$2.65K – – –
OCM
2181
Orion Capital Management
California
$2.18K +$2.18K +14 New
AWA
2182
Authentikos Wealth Advisory
California
$1.87K +$1.87K +12 New
IHWM
2183
Iron Horse Wealth Management
Iowa
$1.72K – – –
DF
2184
DecisionPoint Financial
Arizona
$1.72K +$1.72K +11 New
KA
2185
Kozak & Associates
Colorado
$1.68K – – –
HWP
2186
Highline Wealth Partners
California
$1.09K – – –
FDCC
2187
Foster Dykema Cabot & Co
Massachusetts
$1K +$1K +6 New
DWA
2188
Delos Wealth Advisors
Texas
$847 – – –
SOW
2189
State of Wyoming
Wyoming
$779 -$30.8K -198 -98%
KHC
2190
Koesten Hirschmann & Crabtree
Kansas
$359 – – –
SPWM
2191
Spartan Planning & Wealth Management
North Carolina
$312 +$312 +2 New
HMP
2192
HS Management Partners
New York
– -$74.1M -413,268 Closed
TC
2193
TwinBeech Capital
New York
– -$22.8M -127,446 Closed
HF
2194
HRT Financial
New York
– -$19.3M -107,522 Closed
Holocene Advisors
2195
Holocene Advisors
New York
– -$18.7M -104,570 Closed
RPI
2196
Railway Pension Investments
United Kingdom
– -$16.3M -91,000 Closed
Twin Tree Management
2197
Twin Tree Management
Texas
– -$10.7M -59,792 Closed
Berkshire Hathaway
2198
Berkshire Hathaway
Nebraska
– -$10.6M -59,400 Closed
NIG
2199
NFJ Investment Group
Texas
– -$9.95M -55,497 Closed
ECM
2200
ExodusPoint Capital Management
New York
– -$9.9M -55,203 Closed
86 87
88
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