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 %
PA
751
Parallel Advisors
California
$3.11M +$128K +817 +4%
SA
752
Strategic Advisors
New York
$3.11M +$174K +1,104 +6%
FB
753
Fulton Bank
Pennsylvania
$3.11M -$65.3K -415 -2%
PL
754
Parkwood LLC
Ohio
$3.1M +$3.1M +19,691 New
Wolverine Trading
755
Wolverine Trading
Illinois
$3.09M -$3.29M -20,943 -52%
MSS
756
Mitchell Sinkler & Starr
Pennsylvania
$3.08M +$1.14M +7,250 +59%
CCMINC
757
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.05M -$6.45K -41 -0.2%
PNC
758
Park National Corp
Ohio
$3.05M -$286K -1,820 -9%
CC
759
Courier Capital
New York
$3.04M +$22.3K +142 +0.7%
IWA
760
Icon Wealth Advisors
Texas
$3.03M +$3.03M +19,299 New
FGAM
761
Financial Gravity Asset Management
Texas
$3.03M +$235K +50 +8%
GLA
762
Great Lakes Advisors
Illinois
$3.02M -$99.2K -631 -3%
NB
763
NBT Bank
New York
$3.02M +$4.09K +26 +0.1%
FWIA
764
Fort Washington Investment Advisors
Ohio
$3.02M -$82.5K -525 -3%
PA
765
Procyon Advisors
Connecticut
$3.01M -$386K -2,453 -11%
PVI
766
Pine Valley Investments
New Jersey
$3.01M +$425K +2,700 +16%
PAS
767
Park Avenue Securities
New York
$3M +$917K +5,833 +44%
FMTCOCP
768
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.99M +$117K +746 +4%
AHC
769
Anderson Hoagland & Co
Missouri
$2.98M – – –
AWA
770
Arkadios Wealth Advisors
Georgia
$2.96M -$1.15M -7,297 -28%
FI
771
FJ Investments
Utah
$2.96M +$2.96M +18,800 New
RWM
772
Rockline Wealth Management
New York
$2.95M +$2.95M +18,752 New
PAM
773
Paradigm Asset Management
New York
$2.94M -$78.6K -500 -3%
BJL
774
Brighton Jones LLC
Washington
$2.94M +$326K +2,073 +12%
MCM
775
Monarch Capital Management
Indiana
$2.93M +$258K +1,642 +10%
29 30
31
32 33