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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 %
Millennium Management
301
Millennium Management
New York
$15.3M -$13.9M -88,159 -48%
LA
302
LBP AM
France
$15.2M +$822K +5,231 +6%
GI
303
Gradient Investments
Minnesota
$15.2M +$609K +3,873 +4%
MOACM
304
Mutual of America Capital Management
New York
$15.2M -$696K -4,427 -4%
BCP
305
Blue Chip Partners
Michigan
$15.2M -$27.8K -177 -0.2%
SCA
306
Southern Capital Advisors
Tennessee
$15.1M -$17.5K -111 -0.1%
SFA
307
Sequoia Financial Advisors
Ohio
$15.1M +$9.83M +62,523 +187%
BCM
308
Brookstone Capital Management
Illinois
$15.1M -$294K -1,869 -2%
ProShare Advisors
309
ProShare Advisors
Maryland
$15.1M -$1.41M -8,980 -9%
Neuberger Berman Group
310
Neuberger Berman Group
New York
$14.9M -$1.96M -12,457 -12%
TWC
311
TD Waterhouse Canada
Ontario, Canada
$14.7M +$4M +24,355 +37%
TW
312
TritonPoint Wealth
Maryland
$14.5M +$14.5M +92,453 New
IAIM
313
International Assets Investment Management
Florida
$14.5M +$7.55K +48 +0.1%
BCWM
314
Bartlett & Co Wealth Management
Ohio
$14.4M -$529K -3,365 -4%
BC
315
Bartlett & Co
Ohio
$14.4M -$529K -3,365 -4%
ZAM
316
Zevin Asset Management
Massachusetts
$14.4M +$306K +1,944 +2%
SGK
317
Steigerwald Gordon & Koch
Virginia
$14.3M +$132K +842 +0.9%
DDPIC
318
Deroy & Devereaux Private Investment Counsel
Michigan
$14.3M -$6.76K -43 -0%
GIP
319
Greatmark Investment Partners
Georgia
$14.3M +$253K +1,611 +2%
USCWA
320
U.S. Capital Wealth Advisors
Texas
$14.3M +$4.69M +29,822 +49%
NAM
321
NorthCrest Asset Manangement
Minnesota
$14.3M -$24.2K -154 -0.2%
AIM
322
Achmea Investment Management
Netherlands
$14.3M -$1.2M -7,624 -8%
ECM
323
ExodusPoint Capital Management
New York
$14.2M +$14.2M +90,566 New
AI
324
Atria Investments
North Carolina
$14.1M -$503K -3,202 -3%
CB
325
Commerce Bank
Missouri
$14M -$30.5K -194 -0.2%
11 12
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