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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 %
EWA
801
EP Wealth Advisors
California
$2.72M -$193K -1,230 -7%
PT
802
Plimoth Trust
Massachusetts
$2.72M -$133K -847 -5%
WS
803
Wedbush Securities
California
$2.71M +$58.5K +372 +2%
SLG
804
Stanley-Laman Group
Pennsylvania
$2.71M +$5.82K +37 +0.2%
RB
805
Rodgers Brothers
Pennsylvania
$2.71M +$2.17M +13,829 +409%
KGC
806
Kennon-Green & Company
Ohio
$2.7M -$148K -943 -5%
AAA
807
Adams Asset Advisors
Texas
$2.7M – – –
PDL
808
Portfolio Design Labs
California
$2.7M +$2.7M +17,171 New
BHPW
809
Beverly Hills Private Wealth
California
$2.7M -$159K -1,014 -6%
EWA
810
Exencial Wealth Advisors
Oklahoma
$2.69M +$43.2K +275 +2%
KA
811
Kintegral Advisory
New York
$2.67M -$17K -108 -0.6%
GP
812
Greenline Partners
New York
$2.67M – – –
CC
813
Cipher Capital
New York
$2.67M +$1.43M +9,107 +116%
EH
814
Equitable Holdings
New York
$2.67M +$258K +1,644 +11%
MFF
815
Mango Five Family
Nevada
$2.66M +$2.66M +16,928 New
SCA
816
Sage Capital Advisors
South Dakota
$2.66M -$18.6K -118 -0.7%
TLCM
817
Twin Lakes Capital Management
California
$2.66M -$321K -2,042 -11%
DFA
818
DHJJ Financial Advisors
Illinois
$2.66M – – –
MIM
819
Miller Investment Management
Pennsylvania
$2.65M – – –
QCM
820
Quantinno Capital Management
New York
$2.65M +$767K +4,881 +41%
BAM
821
Boyar Asset Management
New York
$2.64M -$152K -966 -5%
CCG
822
Cypress Capital Group
Florida
$2.63M -$20.1K -128 -0.8%
RCM
823
Radnor Capital Management
Pennsylvania
$2.63M -$57.4K -365 -2%
SWM
824
Sculati Wealth Management
Michigan
$2.61M +$29.2K +186 +1%
TC
825
Trilogy Capital
California
$2.61M +$162K +1,032 +7%
31 32
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