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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 %
KNW
576
Kesler Norman & Wride
Utah
$5.44M -$308K -1,958 -5%
NSIM
577
North Star Investment Management
Illinois
$5.36M -$70.4K -448 -1%
FC
578
Fusion Capital
South Carolina
$5.35M +$283K +1,802 +6%
CAMG
579
CWA Asset Management Group
Florida
$5.34M -$1.1K -7 -0%
WG
580
Winton Group
United Kingdom
$5.32M +$5.32M +33,865 New
SS
581
Simplicity Solutions
Minnesota
$5.27M +$913K +5,806 +21%
GI
582
GLOBALT Investments
Georgia
$5.27M +$5.27M +33,510 New
WC
583
Woodstock Corp
Massachusetts
$5.24M +$204K +1,296 +4%
CA
584
Cornerstone Advisors
North Carolina
$5.22M -$582K -3,700 -10%
Temasek Holdings
585
Temasek Holdings
Singapore
$5.19M +$2.54M +16,158 +96%
TI
586
tru Independence
Oregon
$5.18M +$30.3K +193 +0.6%
CA
587
Cetera Advisors
Colorado
$5.18M +$121K +770 +2%
CB
588
Community Bank
New York
$5.16M +$372K +2,365 +8%
FBT
589
First Bankers Trust
Kentucky
$5.1M -$32.4K -206 -0.6%
FMII
590
Farmers & Merchants Investments Inc
Nebraska
$5.08M -$81.3K -517 -2%
BFA
591
Bragg Financial Advisors
North Carolina
$5.07M +$353K +2,242 +7%
AWP
592
Ascent Wealth Partners
New York
$5.07M +$75.3K +479 +2%
BF
593
BOK Financial
Oklahoma
$5.06M -$402K -2,557 -7%
RWM
594
Rench Wealth Management
Texas
$5.03M -$24.5K -156 -0.5%
AF
595
Ally Financial
Michigan
$5.03M +$2.83M +18,000 +129%
MCP
596
Martin Capital Partners
Oregon
$5.02M -$145K -923 -3%
BWL
597
Bogart Wealth LLC
Virginia
$5M -$28.8K -183 -0.6%
AM
598
Atwater Malick
Pennsylvania
$4.93M +$240K +1,526 +5%
FNBOMD
599
First National Bank of Mount Dora
Florida
$4.9M +$5.03K +32 +0.1%
BCCM
600
Bridge Creek Capital Management
Massachusetts
$4.88M +$44.2K +281 +0.9%
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