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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 %
BMSSC
451
B. Metzler seel. Sohn & Co
Germany
$8.36M +$802K +5,100 +11%
EWM
452
Executive Wealth Management
Michigan
$8.36M +$84.6K +538 +1%
Envestnet Portfolio Solutions
453
Envestnet Portfolio Solutions
Illinois
$8.34M -$430K -2,735 -5%
CAM
454
Congress Asset Management
Massachusetts
$8.18M -$2.39M -15,171 -23%
TF
455
Tompkins Financial
New York
$8.09M +$1.17M +7,410 +17%
RMC
456
Resources Management Corp
Connecticut
$8.06M +$55.5K +353 +0.7%
VWA
457
Visionary Wealth Advisors
Illinois
$8.03M +$248K +1,576 +3%
AG
458
AlTi Global
New York
$8.03M +$8.03M +51,055 New
LDB
459
Lee, Danner & Bass
Tennessee
$8.02M -$789K -5,019 -9%
MCM
460
MAI Capital Management
Ohio
$8M +$286K +1,816 +4%
BPA
461
Beacon Pointe Advisors
California
$7.9M -$2.78M -17,677 -26%
TBA
462
Tower Bridge Advisors
Pennsylvania
$7.88M -$350K -2,229 -4%
SBIA
463
Sheaff Brock Investment Advisors
Indiana
$7.86M -$44.2K -281 -0.6%
LGF
464
LGT Group Foundation
Liechtenstein
$7.85M -$177K -1,127 -2%
HC
465
Hendley & Co
Ohio
$7.72M -$77.8K -495 -1%
TYCC
466
Texas Yale Capital Corp
Florida
$7.71M -$1.11M -7,069 -13%
IMPI
467
Ilmarinen Mutual Pension Insurance
Finland
$7.7M -$4.72M -30,000 -38%
CFIA
468
Cantor Fitzgerald Investment Advisors
New York
$7.68M +$7.68M +48,857 New
IIM
469
Intact Investment Management
Quebec, Canada
$7.67M – – –
HIMCH
470
Hartford Investment Management Co (HIMCO)
Connecticut
$7.66M -$117K -742 -1%
EWM
471
Empirical Wealth Management
Washington
$7.65M +$61.3K +390 +0.8%
S
472
SignatureFD
Georgia
$7.64M -$50.2K -319 -0.7%
ST
473
Spinnaker Trust
Maine
$7.62M +$417K +2,650 +6%
SFWA
474
Summit Financial Wealth Advisors
Louisiana
$7.6M +$64.2K +408 +0.9%
PP
475
Prudential plc
United Kingdom
$7.59M +$186K +1,182 +3%
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