UPS icon

United Parcel Service
UPS

Overview Fund Activity

2,186 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, 885 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,186
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.86%
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
885
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$1.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.51B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$152M
4
Franklin Resources
4
Franklin Resources
California
$1.34B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.57B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.73B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$215M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$664M
4
JIM
4
Jensen Investment Management
Oregon
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
201
D.A. Davidson & Co
Montana
$29.5M +$221K +1,416 +0.8%
MIM
202
MetLife Investment Management
New Jersey
$29.2M -$784K -5,032 -3%
MNG
203
Manning & Napier Group
New York
$29.1M -$445K -2,856 -2%
AB
204
Amalgamated Bank
New York
$29.1M -$985K -6,321 -3%
BPWM
205
Badgley Phelps Wealth Managers
Washington
$28.9M -$568K -3,642 -2%
AIG
206
American International Group
New York
$28.9M -$705K -4,520 -2%
Millennium Management
207
Millennium Management
New York
$28.9M -$46.4M -297,970 -62%
FRAF
208
Första AP-fonden
Sweden
$28.9M +$296K +1,900 +1%
RJT
209
Raymond James Trust
Florida
$28.6M -$337K -2,165 -1%
MHI
210
Miller Howard Investments
New York
$28.4M -$19.8M -127,302 -41%
DAM
211
Delta Asset Management
Tennessee
$28.4M +$371K +2,378 +1%
Skandinaviska Enskilda Banken (SEB)
212
Skandinaviska Enskilda Banken (SEB)
Sweden
$28.3M -$15.2M -97,505 -35%
AA
213
ALPS Advisors
Colorado
$27.6M -$6.67M -42,806 -19%
DP
214
Dearborn Partners
Illinois
$27.5M -$93.5K -600 -0.3%
ZIM
215
Zacks Investment Management
Illinois
$27.3M +$26.7M +171,174 +4,439%
KeyBank National Association
216
KeyBank National Association
Ohio
$27.1M -$785K -5,034 -3%
DnB Asset Management
217
DnB Asset Management
Norway
$27M -$343K -2,200 -1%
JPWM
218
Jamison Private Wealth Management
Georgia
$27M +$27M +172,993 New
ACM
219
Aquatic Capital Management
Illinois
$26.6M +$24.7M +158,400 +1,277%
NIM
220
Nexus Investment Management
Ontario, Canada
$26.5M -$121K -775 -0.5%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$25.8M -$5.1M -32,736 -17%
WW
222
Westshore Wealth
California
$25.7M – – –
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$25.5M -$664K -4,259 -3%
Retirement Systems of Alabama
224
Retirement Systems of Alabama
Alabama
$25.5M -$185K -1,185 -0.7%
ST
225
Sabal Trust
Florida
$25.1M -$123K -791 -0.5%
7 8
9
10 11