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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 %
MAM
251
Madison Asset Management
Wisconsin
$20.6M +$324K +2,062 +2%
VanEck Associates
252
VanEck Associates
New York
$20.6M +$515K +3,277 +3%
BFEC
253
Benjamin F. Edwards & Company
Missouri
$20.5M +$16.4M +104,138 +394%
DLHL
254
Donald L. Hagan LLC
Florida
$20.5M -$5.98K -38 -0%
Calamos Advisors
255
Calamos Advisors
Illinois
$20.4M -$322K -2,050 -2%
SI
256
Stephens Inc
Arkansas
$20.3M -$2.04M -13,003 -9%
QCM
257
QRG Capital Management
Illinois
$20.2M -$645K -4,105 -3%
AWM
258
AE Wealth Management
Kansas
$20.2M +$2.48M +15,597 +14%
X
259
Xponance
Pennsylvania
$20.2M +$869K +5,524 +4%
CNB
260
Czech National Bank
Czech Republic
$19.9M +$44.2K +281 +0.2%
Cambridge Investment Research Advisors
261
Cambridge Investment Research Advisors
Iowa
$19.8M +$800K +5,088 +4%
URS
262
Utah Retirement Systems
Utah
$19.8M +$142K +900 +0.7%
Robeco Institutional Asset Management
263
Robeco Institutional Asset Management
Netherlands
$19.6M -$13.4M -85,434 -41%
FMI
264
Factory Mutual Insurance
Massachusetts
$19.4M – – –
OCM
265
Oakview Capital Management
Texas
$19.4M +$660K +4,196 +4%
PWLP
266
Prio Wealth Limited Partnership
Massachusetts
$19.2M -$190K -1,210 -1%
DPAM
267
Degroof Petercam Asset Management
Belgium
$19M +$19M +120,800 New
FLII
268
First Long Island Investors
New York
$18.9M -$424K -2,699 -2%
SG Americas Securities
269
SG Americas Securities
New York
$18.5M +$15.8M +100,287 +577%
HPG
270
Harvest Portfolios Group
Ontario, Canada
$18.3M +$2.54M +16,134 +16%
GW
271
GW & Wade
Massachusetts
$18.2M -$150K -955 -0.8%
WTA
272
Washington Trust Advisors
Massachusetts
$18.2M -$204K -1,296 -1%
SC
273
Scotia Capital
Ontario, Canada
$18.2M -$390K -2,482 -2%
MC
274
Mayar Capital
United Kingdom
$18M +$1.34M +8,537 +8%
GC
275
Grimes & Company
Massachusetts
$18M +$863K +5,489 +5%
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