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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 %
FPA
2251
First Pacific Advisors
California
– -$412K -2,300 Closed
3IP
2252
3Chopt Investment Partners
Virginia
– -$362K -2,022 Closed
CIAS
2253
CFS Investment Advisory Services
New Jersey
– -$357K -1,989 Closed
KFA
2254
Krane Funds Advisors
New York
– -$348K -1,941 Closed
CIC
2255
Chase Investment Counsel
Virginia
– -$341K -1,903 Closed
CAC
2256
Cowen and Company
New York
– -$338K -1,884 Closed
AT
2257
American Trust
Kentucky
– -$330K -1,840 Closed
GCA
2258
Greenwood Capital Associates
South Carolina
– -$328K -1,830 Closed
NWM
2259
NEIRG Wealth Management
Massachusetts
– -$318K -1,774 Closed
GG
2260
Greenwood Gearhart
Arkansas
– -$314K -1,750 Closed
CANY
2261
Caxton Associates (New York)
New York
– -$311K -1,736 Closed
MAM
2262
Morse Asset Management
Connecticut
– -$306K -1,706 Closed
WR
2263
WD Rutherford
Oregon
– -$302K -1,685 Closed
BFA
2264
Beaumont Financial Advisors
Massachusetts
– -$301K -1,678 Closed
TCBWMS
2265
Texas Capital Bank Wealth Management Services
Texas
– -$298K -1,663 Closed
AC
2266
ASB Consultores
Florida
– -$297K -1,658 Closed
PWA
2267
Phoenix Wealth Advisors
North Carolina
– -$297K -1,655 Closed
XS
2268
XR Securities
Illinois
– -$292K -1,631 Closed
PWP
2269
Pursue Wealth Partners
California
– -$290K -1,617 Closed
AF
2270
Apexium Financial
Texas
– -$287K -1,604 Closed
SWA
2271
Sax Wealth Advisors
New Jersey
– -$288K -1,604 Closed
CAM
2272
CenterStar Asset Management
Illinois
– -$287K -1,602 Closed
WCF
2273
West Coast Financial
California
– -$285K -1,589 Closed
MCC
2274
Money Concepts Capital
Florida
– -$280K -1,565 Closed
AGC
2275
Aspen Grove Capital
Colorado
– -$269K -1,501 Closed
89 90
91
92 93