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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 %
ATPW
501
Ashton Thomas Private Wealth
Arizona
$6.9M +$121K +770 +2%
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$6.9M +$483K +3,070 +8%
CGH
503
Crossmark Global Holdings
Texas
$6.89M +$128K +815 +2%
MYLI
504
Meiji Yasuda Life Insurance
Japan
$6.87M +$1.69M +10,731 +33%
LSERS
505
Louisiana State Employees Retirement System
Louisiana
$6.87M -$173K -1,100 -2%
CM
506
Capital Management
Virginia
$6.86M -$2.21M -14,051 -24%
SGI
507
Summit Global Investments
Utah
$6.84M +$4.12M +26,228 +152%
BIG
508
Builder Investment Group
Georgia
$6.84M -$29.1K -185 -0.4%
SYBT
509
Stock Yards Bank & Trust
Kentucky
$6.82M -$12.9M -81,863 -65%
SIG
510
Stonegate Investment Group
Alabama
$6.8M -$1.08M -6,896 -14%
CIA
511
Concurrent Investment Advisors
Florida
$6.8M +$6.8M +43,241 New
NGA
512
Naples Global Advisors
Florida
$6.73M +$704K +4,479 +12%
VPIM
513
Vanguard Personalized Indexing Management
California
$6.7M +$135K +861 +2%
SWS
514
SYSTM Wealth Solutions
Illinois
$6.6M +$387K +2,463 +6%
EF
515
Empowered Funds
Pennsylvania
$6.58M +$669K +4,257 +11%
UCFA
516
United Capital Financial Advisors
Texas
$6.57M -$6.41M -40,754 -49%
WW
517
Waterfront Wealth
Kansas
$6.56M -$943 -6 -0%
HB
518
HTLF Bank
Colorado
$6.54M +$6.54M +41,618 New
GAM
519
Griffin Asset Management
New York
$6.54M +$184K +1,170 +3%
BDA
520
Borer Denton & Associates
Pennsylvania
$6.53M -$45.6K -290 -0.7%
CI
521
CX Institutional
Indiana
$6.44M +$492K +3,132 +8%
GAM
522
Gotham Asset Management
New York
$6.4M +$4.79M +30,485 +299%
MFWM
523
Motley Fool Wealth Management
Virginia
$6.39M -$550K -3,487 -8%
SIG
524
Sky Investment Group
Connecticut
$6.34M +$10.1K +64 +0.2%
JIM
525
Jensen Investment Management
Oregon
$6.34M -$719K -4,575 -10%
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