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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 %
BA
2301
Bluesphere Advisors
Pennsylvania
– -$223K -1,244 Closed
NCM
2302
Northside Capital Management
Oregon
– -$223K -1,242 Closed
CST
2303
Charles Schwab Trust
Nevada
– -$207K -1,242 Closed
FWM
2304
Fairhaven Wealth Management
Illinois
– -$222K -1,238 Closed
ACP
2305
Aveo Capital Partners
Colorado
– -$221K -1,231 Closed
ASC
2306
Atalanta Sosnoff Capital
New York
– -$220K -1,228 Closed
BFG
2307
Berger Financial Group
Minnesota
– -$220K -1,226 Closed
FC
2308
Fulcrum Capital
Washington
– -$219K -1,219 Closed
TP
2309
Tranquility Partners
Tennessee
– -$218K -1,216 Closed
ML
2310
Mayport LLC
Massachusetts
– -$217K -1,213 Closed
EFM
2311
E Fund Management
China
– -$217K -1,211 Closed
BPFA
2312
Barnes Pettey Financial Advisors
Mississippi
– -$217K -1,209 Closed
TIM
2313
Tevis Investment Management
Texas
– -$216K -1,203 Closed
AWM
2314
Angeles Wealth Management
California
– -$214K -1,196 Closed
RIM
2315
RW Investment Management
Idaho
– -$214K -1,193 Closed
FWA
2316
FSM Wealth Advisors
Ohio
– -$220K -1,185 Closed
BBW
2317
Blue Barn Wealth
Utah
– -$211K -1,179 Closed
KCM
2318
KRS Capital Management
Michigan
– -$210K -1,174 Closed
CAG
2319
Crestwood Advisors Group
Massachusetts
– -$209K -1,167 Closed
ET
2320
Equitable Trust
Tennessee
– -$208K -1,160 Closed
KWA
2321
KCS Wealth Advisory
California
– -$208K -1,158 Closed
FOA
2322
Five Oceans Advisors
California
– -$207K -1,153 Closed
BDFN
2323
Bond & Devick Financial Network
Minnesota
– -$205K -1,141 Closed
AWM
2324
Act Wealth Management
Texas
– -$204K -1,139 Closed
MA
2325
MONECO Advisors
Connecticut
– -$204K -1,139 Closed
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