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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 %
NWM
776
Northcape Wealth Management
New York
$2.93M -$12.3K -78 -0.4%
CIC
777
Carnegie Investment Counsel
Ohio
$2.93M -$247K -1,572 -8%
UAS
778
United Asset Strategies
New York
$2.92M +$97.8K +622 +3%
BWG
779
Boomfish Wealth Group
Georgia
$2.91M +$2.91M +18,516 New
AWM
780
Avitas Wealth Management
California
$2.91M -$241K -1,530 -8%
MWM
781
Maltin Wealth Management
New Jersey
$2.9M +$899K +5,719 +45%
CSPAM
782
Cary Street Partners Asset Management
Virginia
$2.9M +$44.3K +282 +2%
APC
783
Aspire Private Capital
North Carolina
$2.9M +$472 +3 +0%
PFA
784
Pure Financial Advisors
California
$2.9M +$29.6K +188 +1%
SAM
785
Shell Asset Management
Netherlands
$2.86M -$630K -4,006 -18%
WIS
786
Wright Investors Service
Connecticut
$2.86M -$381K -2,424 -12%
MWM
787
Marion Wealth Management
Pennsylvania
$2.83M – – –
JA
788
JLB & Associates
Michigan
$2.83M +$208K +1,324 +8%
GS
789
GTS Securities
New York
$2.82M -$14M -89,185 -83%
PMG
790
ProVise Management Group
Florida
$2.81M +$682K +4,339 +32%
LA
791
Legacy Advisors
Pennsylvania
$2.79M -$938K -5,969 -25%
SAM
792
Silvercrest Asset Management
New York
$2.79M +$497K +3,160 +22%
WAM
793
Wolverine Asset Management
Illinois
$2.78M +$254K +1,617 +10%
MC
794
Maverick Capital
Texas
$2.77M +$1.37M +8,743 +98%
FA
795
Fortis Advisors
Pennsylvania
$2.76M +$1.42K +9 +0.1%
HCA
796
Harbor Capital Advisors
Illinois
$2.76M +$10.1K +64 +0.4%
SDIC
797
South Dakota Investment Council
South Dakota
$2.75M +$487K +3,100 +22%
OHWP
798
Oak Harbor Wealth Partners
North Carolina
$2.74M -$8.02K -51 -0.3%
APWM
799
Argonautica Private Wealth Management
Massachusetts
$2.73M -$139K -884 -5%
SCP
800
Shorepoint Capital Partners
Massachusetts
$2.72M +$97K +617 +4%
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