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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 %
GFS
851
GYL Financial Synergies
Connecticut
$2.41M +$361K +2,299 +18%
TMAM
852
Tokio Marine Asset Management
Japan
$2.4M +$86.8K +552 +4%
AWM
853
Apollon Wealth Management
South Carolina
$2.4M +$737K +4,689 +44%
PRS
854
Pinkerton Retirement Specialists
Idaho
$2.4M -$63.8K -406 -3%
SIC
855
Shoker Investment Counsel
Ohio
$2.4M -$1.89K -12 -0.1%
SC
856
Searle & Co
Connecticut
$2.4M +$34.7K +221 +1%
RIM
857
Redwood Investment Management
Arizona
$2.4M +$500K +3,183 +26%
CIA
858
Cohen Investment Advisors
New Hampshire
$2.39M +$110K +699 +5%
CAM
859
Cypress Asset Management
Texas
$2.39M -$16K -102 -0.7%
BP
860
Ballentine Partners
Massachusetts
$2.38M +$7.55K +48 +0.3%
CRIG
861
Charter Research & Investment Group
Connecticut
$2.38M -$22K -140 -0.9%
BCM
862
Brasada Capital Management
Texas
$2.38M +$2.38M +15,116 New
TNBTD
863
Trustmark National Bank Trust Department
Mississippi
$2.36M +$162K +1,028 +7%
HIM
864
Harbour Investment Management
Washington
$2.36M – – –
BL
865
BFSG LLC
California
$2.35M -$75.2K -478 -3%
BE
866
Bonness Enterprises
District of Columbia
$2.35M – – –
LNC
867
Lincoln National Corp
Pennsylvania
$2.35M -$39.8K -253 -2%
VNIM
868
Vaughan Nelson Investment Management
Texas
$2.34M -$409K -2,600 -15%
PWMAG
869
Pinnacle Wealth Management Advisory Group
New Jersey
$2.34M -$397K -2,525 -15%
SW
870
SkyOak Wealth
Michigan
$2.34M +$68.9K +438 +3%
AT
871
Arvest Trust
Oklahoma
$2.33M -$428K -2,722 -16%
IAG
872
Investmark Advisory Group
Connecticut
$2.33M -$2.36K -15 -0.1%
C
873
Certuity
Florida
$2.32M +$163K +1,034 +8%
CCG
874
Chatham Capital Group
Georgia
$2.32M -$72.3K -460 -3%
ACM
875
Advisors Capital Management
New Jersey
$2.32M -$53.6K -341 -2%
33 34
35
36 37