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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 %
TRCT
326
Tower Research Capital (TRC)
New York
$14M +$7.82M +49,744 +127%
BRA
327
Biechele Royce Advisors
Indiana
$13.9M +$720K +4,581 +5%
FFIC
328
First Fiduciary Investment Counsel
Ohio
$13.8M +$199K +1,267 +1%
FC
329
FORA Capital
Florida
$13.8M +$581K +3,696 +4%
TCM
330
Telos Capital Management
California
$13.7M +$2.04M +13,000 +17%
BHWM
331
Bar Harbor Wealth Management
New Hampshire
$13.7M -$14.9K -95 -0.1%
MFA
332
Mayflower Financial Advisors
Massachusetts
$13.5M -$28.5K -181 -0.2%
JCM
333
Janney Capital Management
Pennsylvania
$13.5M -$1.91M -12,155 -12%
AAG
334
Armstrong Advisory Group
Massachusetts
$13.5M -$17K -108 -0.1%
BCM
335
Bridgeway Capital Management
Texas
$13.5M -$1.16M -7,379 -8%
SOADOR
336
State of Alaska Department of Revenue
Alaska
$13.4M -$1.23M -7,830 -8%
HNB
337
Huntington National Bank
Ohio
$13.4M -$1.02M -6,462 -7%
NAM
338
Nissay Asset Management
Japan
$13.4M +$159K +1,009 +1%
CAM
339
Cresset Asset Management
Illinois
$13.3M -$733K -4,660 -5%
CFB
340
Cullen/Frost Bankers
Texas
$13.1M +$149K +949 +1%
BCIM
341
British Columbia Investment Management
British Columbia, Canada
$13.1M +$2.73M +17,360 +26%
Allianz Asset Management
342
Allianz Asset Management
Germany
$13M -$6.76M -43,006 -34%
HIMC
343
Heritage Investors Management Corp
Maryland
$12.9M +$235K +1,492 +2%
WWP
344
Waypoint Wealth Partners
California
$12.9M – – –
BAAM
345
Baker Avenue Asset Management
California
$12.8M +$375K +2,382 +3%
RCYC
346
Richard C. Young & Co
Rhode Island
$12.8M -$162K -1,032 -1%
CIBC World Market
347
CIBC World Market
Ontario, Canada
$12.8M -$284K -1,808 -2%
MC
348
Miramar Capital
Illinois
$12.7M -$435K -2,766 -3%
TS
349
Tamar Securities
California
$12.7M +$1.55M +9,876 +14%
SF
350
Synovus Financial
Georgia
$12.7M -$5.85M -37,188 -32%
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