UPS icon

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 %
GAM
676
Groupama Asset Management
France
$3.84M +$3.84M +24,438 New
CI Investments Inc
677
CI Investments Inc
Ontario, Canada
$3.84M -$7.26M -46,181 -65%
LTI
678
Laffer Tengler Investments
Tennessee
$3.84M +$79.1K +503 +2%
VFA
679
Valeo Financial Advisors
Indiana
$3.84M -$379K -2,413 -9%
CRI
680
Commonwealth Retirement Investments
Virginia
$3.82M +$164K +1,041 +4%
SC
681
Schulhoff & Co
Ohio
$3.82M -$2.83K -18 -0.1%
PWS
682
Peloton Wealth Strategists
Indiana
$3.82M -$459K -2,919 -11%
VCA
683
Verdence Capital Advisors
Maryland
$3.82M -$103K -652 -3%
VDI
684
Vaughan David Investments
Illinois
$3.82M -$29.7K -189 -0.8%
PF
685
Phoenix Financial
Israel
$3.82M +$429K +2,423 +13%
MYAM
686
Meiji Yasuda Asset Management
Japan
$3.8M -$481K -3,061 -11%
GWMIA
687
Global Wealth Management Investment Advisory
Florida
$3.78M +$1.64M +10,438 +77%
Nomura Holdings
688
Nomura Holdings
Japan
$3.78M -$13.1M -83,112 -78%
VFM
689
Viking Fund Management
North Dakota
$3.77M – – –
EA
690
Ellsworth Advisors
Ohio
$3.77M +$111K +707 +3%
BCV
691
Banque Cantonale Vaudoise
Switzerland
$3.76M -$538K -3,421 -13%
EI
692
Ethic Inc
New York
$3.76M -$761K -4,843 -17%
SWMG
693
Signature Wealth Management Group
Georgia
$3.74M +$3.74M +23,801 New
VI
694
Vestcor Inc
New Brunswick, Canada
$3.73M -$26.1K -166 -0.7%
HCM
695
Hengehold Capital Management
Ohio
$3.72M +$1.57K +10 +0%
ACM
696
Argyle Capital Management
Pennsylvania
$3.68M -$637K -4,050 -15%
HCM
697
Hudson Capital Management
New Jersey
$3.68M +$290K +1,847 +9%
ACIM
698
Azimuth Capital Investment Management
Michigan
$3.67M -$1.04M -6,585 -22%
KFP
699
KMG Fiduciary Partners
Ohio
$3.65M -$254K -1,616 -7%
BLAM
700
Bourne Lent Asset Management
New York
$3.64M -$248K -1,580 -6%
26 27
28
29 30