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United Parcel Service
UPS

2,260 hedge funds and large institutions have $81.9B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 794 increasing their positions, 1,000 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 152

34% more call options, than puts

Call options by funds: $2.83B | Put options by funds: $2.11B

3% more funds holding

Funds holding: 2,200 → 2,260 (+60)

2.04% more ownership

Funds ownership: 70.01% → 72.06% (+2%)

4% more capital invested

Capital invested by funds: $78.8B → $81.9B (+$3.09B)

12% less funds holding in top 10

Funds holding in top 10: 52 → 46 (-6)

21% less repeat investments, than reductions

Existing positions increased: 794 | Existing positions reduced: 1,000

Holders
2,260
Holders Change
+60
Holders Change %
+2.73%
% of All Funds
32.94%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
248
Increased
794
Reduced
1,000
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.28B
2
Morgan Stanley
Morgan Stanley
New York
+$1.23B
3
JP Morgan Chase
JP Morgan Chase
New York
+$395M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$197M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$572M
2
CWP
Capital Wealth Planning
Florida
-$332M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
4
Capital World Investors
Capital World Investors
California
-$144M
5
Bank of America
Bank of America
North Carolina
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
776
Rockline Wealth Management
New York
$2.95M +$2.84M +18,752 New
PAM
777
Paradigm Asset Management
New York
$2.94M -$75.6K -500 -3%
BJL
778
Brighton Jones LLC
Washington
$2.94M +$313K +2,073 +12%
MCM
779
Monarch Capital Management
Indiana
$2.93M +$248K +1,642 +10%
NWM
780
Northcape Wealth Management
New York
$2.93M -$11.8K -78 -0.4%
CIC
781
Carnegie Investment Counsel
Ohio
$2.93M -$238K -1,572 -8%
UAS
782
United Asset Strategies
New York
$2.92M +$94K +622 +3%
BWG
783
Boomfish Wealth Group
Georgia
$2.91M +$2.8M +18,516 New
AWM
784
Avitas Wealth Management
California
$2.91M -$231K -1,530 -8%
MWM
785
Maltin Wealth Management
New Jersey
$2.9M +$865K +5,719 +45%
CSPAM
786
Cary Street Partners Asset Management
Virginia
$2.9M +$42.6K +282 +2%
APC
787
Aspire Private Capital
North Carolina
$2.9M +$454 +3 +0%
PFA
788
Pure Financial Advisors
California
$2.9M +$28.4K +188 +1%
SAM
789
Shell Asset Management
Netherlands
$2.86M -$606K -4,006 -18%
WIS
790
Wright Investors Service
Connecticut
$2.86M -$366K -2,424 -12%
MWM
791
Marion Wealth Management
Pennsylvania
$2.83M – – –
JA
792
JLB & Associates
Michigan
$2.83M +$200K +1,324 +8%
GS
793
GTS Securities
New York
$2.82M -$13.5M -89,185 -83%
PMG
794
ProVise Management Group
Florida
$2.81M +$656K +4,339 +32%
LA
795
Legacy Advisors
Pennsylvania
$2.79M -$902K -5,969 -25%
SAM
796
Silvercrest Asset Management
New York
$2.79M +$478K +3,160 +22%
WAM
797
Wolverine Asset Management
Illinois
$2.78M +$244K +1,617 +10%
MC
798
Maverick Capital
Texas
$2.77M +$1.32M +8,743 +98%
FA
799
Fortis Advisors
Pennsylvania
$2.76M +$1.36K +9 +0.1%
HCA
800
Harbor Capital Advisors
Illinois
$2.76M +$9.68K +64 +0.4%
30 31
32
33 34

UPS Hedge Fund Activity: Q4 2023 in Review

2,260 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2023, worth a combined $81.9B — up 3.9% from $78.8B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new UPS positions and 152 closed out — a net gain of 96 holders — while 794 added to existing stakes and 1,000 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.28B. The largest seller was Capital Research Global Investors, cutting an estimated $572M.

  • 2,260 institutional investors held United Parcel Service (UPS) as of Q4 2023, up from 2,200 in Q3 2023.
  • Funds reported $81.9B of United Parcel Service stock for Q4 2023, up 3.9% quarter-over-quarter.
  • 248 funds opened new United Parcel Service positions in Q4 2023 and 152 closed out, a net change of +96 holders.
  • The largest United Parcel Service buyer in Q4 2023 was Wellington Management Group, an estimated $1.28B added.
  • The largest United Parcel Service seller in Q4 2023 was Capital Research Global Investors, an estimated $572M sold.

Based on aggregated 13F filings for Q4 2023.