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United Parcel Service
UPS

Overview Fund Activity

2,245 hedge funds and large institutions have $81.9B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 789 increasing their positions, 995 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,245
Holders Change
+58
Holders Change %
+2.65%
% of All Funds
32.91%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.66%
New
246
Increased
789
Reduced
995
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.33B
2
Morgan Stanley
Morgan Stanley
New York
+$1.28B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$411M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$242M
5
Ameriprise
Ameriprise
Minnesota
+$205M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$595M
2
CWP
Capital Wealth Planning
Florida
-$345M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
4
Capital World Investors
Capital World Investors
California
-$149M
5
Bank of America
Bank of America
North Carolina
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
226
Vontobel Holding
Switzerland
$24.9M -$165K -1,051 -0.7%
COPPSERS
227
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.9M +$2.04M +12,957 +9%
MML Investors Services
228
MML Investors Services
Massachusetts
$24.9M +$345K +2,197 +1%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$24.8M -$16K -102 -0.1%
MNG
230
Manning & Napier Group
New York
$24.8M -$4.53M -28,794 -15%
KFC
231
Klingenstein Fields & Co
New York
$24.5M -$213K -1,354 -0.9%
DRZID
232
DePrince Race & Zollo Inc (DRZ)
Florida
$24.5M +$7.76M +49,327 +46%
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$23.7M -$2.08M -13,214 -8%
KIA
234
KCM Investment Advisors
California
$23.6M +$49.2K +313 +0.2%
MAMU
235
Marathon Asset Management (UK)
United Kingdom
$23.6M -$777K -4,940 -3%
TPSF
236
Texas Permanent School Fund
Texas
$23.6M -$18.2K -116 -0.1%
UB
237
UMB Bank
Missouri
$23.1M -$571K -3,633 -2%
AQR Capital Management
238
AQR Capital Management
Connecticut
$22.6M -$2.72M -17,308 -11%
FAF
239
Fjarde Ap-fonden
Sweden
$22.5M -$1.59M -10,100 -7%
First Manhattan
240
First Manhattan
New York
$22.5M -$1.68M -10,674 -7%
Skandinaviska Enskilda Banken (SEB)
241
Skandinaviska Enskilda Banken (SEB)
Sweden
$22.5M -$6.04M -38,443 -21%
II
242
IFM Investors
Australia
$22.4M +$8.02K +51 +0%
WPC
243
Waters Parkerson & Co
Louisiana
$22.3M -$280K -1,780 -1%
Teacher Retirement System of Texas
244
Teacher Retirement System of Texas
Texas
$22.2M -$2.72M -17,307 -11%
CCP
245
Clarkston Capital Partners
Michigan
$21.9M -$122K -775 -0.6%
CWM
246
CIBC World Markets
New York
$21.7M +$15.4M +98,176 +246%
CL
247
Choreo LLC
Illinois
$21.7M +$208K +1,321 +1%
Brown Advisory
248
Brown Advisory
Maryland
$21.6M -$3.46M -22,032 -14%
MWM
249
Modera Wealth Management
New Jersey
$20.7M +$32.1K +204 +0.2%
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$20.6M -$1.27M -8,088 -6%
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