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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 %
MA
926
Montag & Associates
Georgia
$2.08M -$710K -4,514 -25%
FPGT
927
Financial Partners Group (Tennessee)
Tennessee
$2.07M +$138K +878 +7%
VWMG
928
Virginia Wealth Management Group
Virginia
$2.06M -$1.19M -7,565 -37%
AAM
929
Azzad Asset Management
Virginia
$2.05M +$34.1K +217 +2%
CWMU
930
Caliber Wealth Management (Utah)
Utah
$2.05M +$109K +691 +6%
CC
931
Cypress Capital
Tennessee
$2.04M +$49.4K +314 +2%
IFWM
932
Institute for Wealth Management
Colorado
$2.02M -$157 -1 -0%
BAMF
933
BI Asset Management Fondsmaeglerselskab
Denmark
$2.02M -$18.5M -117,536 -90%
SCTC
934
Sanibel Captiva Trust Company
Florida
$2.01M +$2.01M +12,802 New
PIA
935
Petredis Investment Advisors
Pennsylvania
$2.01M +$2.01M +12,775 New
CG
936
Caprock Group
Idaho
$2M +$659K +4,190 +49%
PCM
937
Palouse Capital Management
Washington
$2M -$222K -1,414 -10%
PCG
938
PFC Capital Group
California
$1.99M +$1.99M +12,670 New
CRA
939
Clear Rock Advisors
Texas
$1.98M +$1.98M +13,535 New
CAS
940
Coppell Advisory Solutions
Texas
$1.98M +$936K +5,952 +90%
SMA
941
Sage Mountain Advisors
Georgia
$1.97M -$20.4K -130 -1%
CTC
942
Central Trust Company
Missouri
$1.97M -$10.7K -68 -0.5%
NP
943
NorthRock Partners
Minnesota
$1.97M +$278K +1,766 +16%
MA
944
Mutual Advisors
Nebraska
$1.96M +$179K +1,141 +10%
CW
945
Connectus Wealth
Ohio
$1.95M -$255K -1,620 -12%
WI
946
Wahed Invest
New York
$1.94M +$159K +1,011 +9%
IAN
947
Integrated Advisors Network
Texas
$1.94M +$227K +1,445 +13%
SC
948
Slow Capital
California
$1.94M +$21.1K +134 +1%
SSB
949
Sandy Spring Bank
Maryland
$1.94M -$13.2K -84 -0.7%
TAM
950
Tealwood Asset Management
Minnesota
$1.94M -$42.8K -272 -2%
36 37
38
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