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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 %
TH
376
TCTC Holdings
Texas
$11.2M -$162K -1,031 -1%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$11.1M -$722K -4,594 -6%
CAPTRUST Financial Advisors
378
CAPTRUST Financial Advisors
North Carolina
$11.1M -$73.6K -468 -0.7%
PGFC
379
Peapack-Gladstone Financial Corp
New Jersey
$11.1M +$159K +1,009 +1%
CS
380
Candriam SCA
Luxembourg
$11M -$173K -1,103 -2%
KWM
381
Kingsview Wealth Management
Oregon
$11M +$2.57M +16,320 +31%
WF
382
Welch & Forbes
Massachusetts
$11M -$114K -723 -1%
Macquarie Group
383
Macquarie Group
Australia
$11M +$1.79M +11,359 +19%
SCA
384
Stillwater Capital Advisors
Pennsylvania
$10.9M +$63K +401 +0.6%
IMCOOI
385
Investment Management Corp of Ontario (IMCO)
Canada
$10.9M +$10.9M +69,082 New
PCIG
386
Partners Capital Investment Group
Massachusetts
$10.8M +$10.8M +68,828 New
WIC
387
Woodmont Investment Counsel
Tennessee
$10.8M +$101K +644 +0.9%
IP
388
Isthmus Partners
Wisconsin
$10.8M +$518K +3,297 +5%
IEFM
389
IQ EQ Fund Management
Ireland
$10.7M +$4.78M +30,422 +81%
AAIS
390
ABN AMRO Investment Solutions
$10.7M +$207K +1,319 +2%
AC
391
Addenda Capital
Quebec, Canada
$10.7M -$46.5K -296 -0.4%
TI
392
Tidal Investments
Wisconsin
$10.7M +$4.43M +28,174 +71%
AHB
393
Abner Herrman & Brock
New Jersey
$10.6M -$292K -1,860 -3%
Cetera Investment Advisers
394
Cetera Investment Advisers
Illinois
$10.6M -$449K -2,857 -4%
MGIM
395
M&G Investment Management
United Kingdom
$10.6M – – –
IAA
396
Independent Advisor Alliance
North Carolina
$10.5M -$175K -1,115 -2%
SCA
397
Stonebridge Capital Advisors
Minnesota
$10.4M +$587K +3,734 +6%
Jennison Associates
398
Jennison Associates
New York
$10.4M -$6.59M -41,904 -39%
SPIA
399
Steward Partners Investment Advisory
New York
$10.4M +$59K +375 +0.6%
HFS
400
Hantz Financial Services
Michigan
$10.3M -$1.25M -7,954 -11%
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