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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 %
CIM
901
Corbyn Investment Management
Maryland
$2.18M -$18.2K -116 -0.8%
HGWM
902
Horst & Graben Wealth Management
Oregon
$2.17M +$2.2K +14 +0.1%
DWA
903
Douglass Winthrop Advisors
New York
$2.17M – – –
VA
904
Vident Advisory
Georgia
$2.17M -$406K -2,584 -16%
WB
905
WesBanco Bank
West Virginia
$2.16M -$7.86M -49,975 -78%
BFS
906
Bradley Foster & Sargent
Connecticut
$2.15M -$110K -697 -5%
MAM
907
MWA Asset Management
Massachusetts
$2.15M +$7.23K +46 +0.3%
LNWWM
908
Laird Norton Wetherby Wealth Management
California
$2.15M +$370K +2,355 +21%
BIAS
909
Beacon Investment Advisory Services
New Jersey
$2.15M -$85.4K -543 -4%
WFPG
910
Waller Financial Planning Group
Ohio
$2.14M – – –
WTC
911
WhitTier Trust Company
Nevada
$2.14M +$229K +1,459 +12%
NHC
912
Nicholas Hoffman & Company
Georgia
$2.13M +$106K +674 +5%
AG
913
Ascent Group
Virginia
$2.13M +$174K +1,182 +9%
MC
914
Moors & Cabot
Massachusetts
$2.13M +$155K +987 +8%
MWM
915
Mission Wealth Management
California
$2.12M -$179K -1,141 -8%
SC
916
SouthState Corp
Florida
$2.12M -$37.7K -240 -2%
SC
917
Skylands Capital
Wisconsin
$2.12M +$5.5K +35 +0.3%
BA
918
Bristlecone Advisors
Washington
$2.12M -$17.8K -113 -0.8%
AP
919
Americana Partners
Texas
$2.11M +$754K +5,007 +55%
AMIM
920
Aull & Monroe Investment Management
Alabama
$2.11M -$16.5K -105 -0.8%
TAIM
921
Te Ahumairangi Investment Management
New Zealand
$2.11M -$294K -1,870 -12%
RT
922
Rockland Trust
Massachusetts
$2.1M +$36.2K +230 +2%
AIM
923
ARK Investment Management
Florida
$2.09M +$215K +1,369 +11%
AIS
924
AM Investment Strategies
Tennessee
$2.09M +$298K +1,898 +17%
MGWM
925
Marks Group Wealth Management
Minnesota
$2.08M -$262K -1,667 -11%
35 36
37
38 39