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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 %
PCA
651
Pallas Capital Advisors
Massachusetts
$4.18M -$2.9M -18,422 -41%
OIM
652
Opus Investment Management
Massachusetts
$4.18M – – –
SIC
653
Schwartz Investment Counsel
Michigan
$4.16M – – –
WAC
654
William Allan Corp
Colorado
$4.16M -$28.1K -179 -0.7%
MGP
655
Metis Global Partners
California
$4.15M -$533K -3,391 -11%
CIP
656
Cornerstone Investment Partners
Georgia
$4.15M +$1.91M +12,121 +85%
MTC
657
McDaniel Terry & Co
Texas
$4.13M +$472 +3 +0%
NB
658
Norinchukin Bank
Japan
$4.1M -$553K -3,518 -12%
BCFS
659
Butensky & Cohen Financial Security
Florida
$4.08M +$137K +869 +3%
MPM
660
Meritage Portfolio Management
Kansas
$4.07M +$1.19M +7,601 +42%
KRSITF
661
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.05M -$94.5K -601 -2%
NIC
662
Northwest Investment Counselors
Oregon
$4.04M -$70K -445 -2%
EF
663
Empirical Finance
Pennsylvania
$4M +$29.9K +190 +0.8%
SL
664
Summitry LLC
California
$3.99M +$194K +1,235 +5%
DI
665
DFPG Investments
Utah
$3.98M +$10.9K +69 +0.3%
BHC
666
Bowen Hanes & Co
Florida
$3.95M +$61.3K +390 +2%
BFW
667
Brady Family Wealth
Missouri
$3.93M +$125K +796 +3%
BMC
668
Benin Management Corp
Connecticut
$3.92M -$187K -1,190 -5%
ECU
669
Eisler Capital (UK)
United Kingdom
$3.92M -$18.8M -119,794 -83%
III
670
Independent Investors Inc
New York
$3.92M +$15.7K +100 +0.4%
CWS
671
Cypress Wealth Services
California
$3.9M -$55K -350 -1%
HCMT
672
Highland Capital Management (Tennessee)
Tennessee
$3.89M +$32.2K +205 +0.8%
VT
673
Vise Technologies
New York
$3.88M -$113K -721 -3%
FCH
674
Freestone Capital Holdings
Washington
$3.88M -$191K -1,217 -5%
MFAM
675
Motley Fool Asset Management
Virginia
$3.87M +$3.87M +24,640 New
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