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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 %
BCI
351
Brinker Capital Investments
Pennsylvania
$12.7M -$2.44M -15,286 -16%
OPS
352
Orion Portfolio Solutions
Nebraska
$12.7M -$2.44M -15,286 -16%
ISB
353
Iowa State Bank
Iowa
$12.6M +$52.4K +333 +0.4%
KPWS
354
Kestra Private Wealth Services
Texas
$12.6M -$284K -1,806 -2%
BNP Paribas Asset Management
355
BNP Paribas Asset Management
France
$12.6M +$305K +1,937 +2%
KCM
356
Kornitzer Capital Management
Kansas
$12.5M -$289K -1,839 -2%
SMDAM
357
Sumitomo Mitsui DS Asset Management
Japan
$12.5M -$93.6K -595 -0.7%
RWP
358
RWA Wealth Partners
Massachusetts
$12.4M +$484K +3,080 +4%
WIC
359
Willis Investment Counsel
Georgia
$12.4M -$131K -833 -1%
VIP
360
Vantage Investment Partners
Missouri
$12.4M +$718K +4,569 +6%
OPERF
361
Oregon Public Employees Retirement Fund
Oregon
$12.3M -$2.45M -15,578 -17%
JC
362
Jacobs & Co
California
$12.3M +$184K +1,169 +2%
TSW
363
Thompson Siegel & Walmsley
Virginia
$12M -$472K -3,003 -4%
SFG
364
StrategIQ Financial Group
Indiana
$12M -$10.4K -66 -0.1%
GCM
365
Graham Capital Management
Connecticut
$12M +$1.6M +10,194 +15%
Kayne Anderson Rudnick Investment Management
366
Kayne Anderson Rudnick Investment Management
California
$11.9M -$512K -3,257 -4%
Rafferty Asset Management
367
Rafferty Asset Management
New York
$11.8M +$225K +1,430 +2%
UBV
368
United Bank (Virginia)
Virginia
$11.8M +$11.8K +75 +0.1%
GC
369
Gilbert & Cook
Iowa
$11.6M +$84.9K +540 +0.7%
Daiwa Securities Group
370
Daiwa Securities Group
Japan
$11.6M +$608K +3,865 +6%
UAG
371
United Advisor Group
Ohio
$11.6M +$11.6M +72,897 New
BHIA
372
Birch Hill Investment Advisors
Massachusetts
$11.5M -$3.83M -24,348 -25%
TAF
373
Tredje AP-fonden
Sweden
$11.4M +$3.13M +19,890 +38%
JWCA
374
J.W. Cole Advisors
Florida
$11.4M +$461K +2,935 +4%
EB
375
Eastern Bank
Massachusetts
$11.3M -$517K -3,288 -4%
13 14
15
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