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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 %
HI
826
Horizon Investments
North Carolina
$2.59M -$598K -3,803 -19%
SC
827
Savoie Capital
Illinois
$2.59M -$3.21M -20,428 -55%
ZIG
828
Zullo Investment Group
Pennsylvania
$2.59M +$59.9K +381 +2%
GIA
829
GHP Investment Advisors
Colorado
$2.59M -$29.9K -190 -1%
Public Sector Pension Investment Board (PSP Investments)
830
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.59M -$9.59M -60,994 -79%
SW
831
SVB Wealth
Massachusetts
$2.58M -$277K -1,760 -10%
JCM
832
Jacobi Capital Management
Pennsylvania
$2.55M +$29.2K +186 +1%
DA
833
Duality Advisers
Florida
$2.54M -$257K -1,634 -9%
Bessemer Group
834
Bessemer Group
New Jersey
$2.53M +$261K +1,661 +12%
IBOK
835
Independence Bank of Kentucky
Kentucky
$2.52M +$244K +1,553 +11%
TIAA Trust, National Association
836
TIAA Trust, National Association
North Carolina
$2.51M -$187K -1,187 -7%
RCAG
837
Rehmann Capital Advisory Group
Michigan
$2.5M +$184K +1,172 +8%
PFA
838
Pathway Financial Advisers
Indiana
$2.49M -$71.7K -456 -3%
TC
839
Truvestments Capital
Florida
$2.49M +$54.4K +346 +2%
PGAM
840
Princeton Global Asset Management
New Jersey
$2.49M -$726K -4,620 -23%
EP
841
Eudaimonia Partners
Tennessee
$2.47M -$413K -2,628 -14%
UCB
842
United Community Bank
South Carolina
$2.46M -$52.2K -332 -2%
AWA
843
Arete Wealth Advisors
Illinois
$2.45M -$416K -2,646 -15%
MOS
844
MGO One Seven
Ohio
$2.45M -$62.4K -397 -2%
AAM
845
Auxier Asset Management
Oregon
$2.44M -$57.5K -366 -2%
TCOT
846
Trust Company of Toledo
Ohio
$2.43M +$62.4K +397 +3%
ACM
847
Alta Capital Management
Utah
$2.43M +$22.5K +143 +0.9%
EF
848
Exeter Financial
Arizona
$2.43M +$8K +50 +0.3%
SCP
849
Stamos Capital Partners
California
$2.42M -$528K -3,360 -18%
KA
850
KLCM Advisors
Wisconsin
$2.41M +$2.41M +15,329 New
32 33
34
35 36