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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 %
SIA
626
Soltis Investment Advisors
Utah
$4.53M -$552K -3,510 -11%
DWT
627
Dorsey & Whitney Trust
South Dakota
$4.53M -$573K -3,647 -11%
ERIC
628
Eagle Rock Investment Company
Georgia
$4.51M +$221K +1,405 +5%
FNB
629
Farmers National Bank
Kentucky
$4.51M +$17.8K +113 +0.4%
EOJOAM
630
E. Ohman J:or Asset Management
Sweden
$4.48M -$755K -4,800 -14%
BFG
631
Bleakley Financial Group
New Jersey
$4.47M +$917K +5,832 +26%
CANC
632
Culbertson A N & Co
Virginia
$4.44M -$6.29K -40 -0.1%
SCA
633
Stokes Capital Advisors
South Carolina
$4.43M -$16.8K -107 -0.4%
CICI
634
Capital Investment Counsel Inc
North Carolina
$4.42M +$123K +785 +3%
LWM
635
LongView Wealth Management
Georgia
$4.34M +$4.34M +27,163 New
KIC
636
Keating Investment Counselors
Florida
$4.34M -$48K -305 -1%
SWA
637
Stratos Wealth Advisors
Ohio
$4.33M +$399K +2,535 +10%
SAM
638
Sompo Asset Management
Japan
$4.32M +$1.14M +7,240 +36%
AIMCA
639
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.3M +$719K +4,575 +20%
FFN
640
Focus Financial Network
Minnesota
$4.3M +$3.46M +21,982 +410%
PSP
641
Principal Street Partners
Tennessee
$4.3M -$252K -1,604 -6%
PP
642
Paloma Partners
Connecticut
$4.29M +$4.29M +27,261 New
BBI
643
Baxter Bros Inc
Connecticut
$4.29M -$251K -1,596 -6%
FDCDDQ
644
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.27M +$42.8K +272 +1%
KC
645
Kingfisher Capital
North Carolina
$4.27M +$3.66M +23,298 +607%
GFG
646
Greystone Financial Group
Michigan
$4.24M +$496K +3,154 +13%
CCM
647
Canal Capital Management
Virginia
$4.24M -$455K -2,896 -10%
BW
648
Bison Wealth
Georgia
$4.2M +$1.89K +12 +0%
VWM
649
Valley Wealth Managers
New Jersey
$4.19M +$183K +1,166 +5%
MI
650
Mango Investments
Colorado
$4.18M +$4.18M +26,612 New
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