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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 %
TWM
876
Tradition Wealth Management
Minnesota
$2.31M -$54.4K -346 -2%
PWG
877
Portside Wealth Group
Utah
$2.3M -$91.2K -580 -4%
SS
878
Sunbelt Securities
Texas
$2.3M -$92.4K -588 -4%
RBA
879
Richard Bernstein Advisors
New York
$2.29M +$1.73K +11 +0.1%
TCM
880
Towercrest Capital Management
Pennsylvania
$2.29M -$2.04K -13 -0.1%
MCM
881
Mill Capital Management
North Carolina
$2.28M – – –
SF
882
Slagle Financial
Illinois
$2.27M +$1.15M +14,637 +103%
MPPW
883
Mitchell & Pahl Private Wealth
Oklahoma
$2.27M -$65.1K -414 -3%
ASI
884
Advisory Services & Investments
Oregon
$2.25M – – –
CA
885
Clearstead Advisors
Ohio
$2.25M -$2.88M -18,333 -56%
PWC
886
PYA Waltman Capital
Tennessee
$2.25M +$155K +989 +7%
HWAM
887
Hennion & Walsh Asset Management
New Jersey
$2.24M -$871K -5,542 -28%
FTDI
888
First Trust Direct Indexing
Massachusetts
$2.24M +$280K +1,780 +14%
Luther King Capital Management (LKCM)
889
Luther King Capital Management (LKCM)
Texas
$2.23M -$445K -2,833 -17%
AI
890
Arvest Investments
Arkansas
$2.22M +$2.22M +14,142 New
FC
891
Forte Capital
New York
$2.22M -$55K -350 -2%
CHC
892
City Holding Co
West Virginia
$2.21M -$1.15M -7,344 -34%
SIP
893
Stoneridge Investment Partners
Pennsylvania
$2.21M +$532K +3,386 +32%
RPC
894
Rossmore Private Capital
Connecticut
$2.21M +$209K +1,330 +10%
Balyasny Asset Management
895
Balyasny Asset Management
Illinois
$2.2M +$696K +4,427 +46%
AC
896
Addison Capital
Pennsylvania
$2.2M +$254K +1,618 +13%
CA
897
CoreCap Advisors
Michigan
$2.2M +$1.79M +11,370 +432%
SLI
898
Sumitomo Life Insurance
Japan
$2.19M -$114K -723 -5%
GF
899
Gries Financial
Ohio
$2.19M +$35.4K +225 +2%
Verition Fund Management
900
Verition Fund Management
Connecticut
$2.18M -$2.68M -17,035 -55%
34 35
36
37 38