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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 %
SC
951
Syon Capital
California
$1.94M +$1.21M +7,724 +168%
AOI
952
Auto-Owners Insurance
Michigan
$1.93M – – –
MCM
953
Mengis Capital Management
Oregon
$1.93M +$73.9K +470 +4%
BPC
954
Banque Pictet & Cie
Switzerland
$1.93M -$799K -5,081 -29%
EP
955
Edgestream Partners
New Jersey
$1.93M +$1.93M +12,264 New
SSW
956
Stone Summit Wealth
Florida
$1.92M -$195K -1,240 -9%
FHB
957
First Hawaiian Bank
Hawaii
$1.92M +$13.4K +85 +0.7%
OIA
958
Optimum Investment Advisors
Illinois
$1.91M -$23.6K -150 -1%
APP
959
Avantax Planning Partners
Iowa
$1.91M +$120K +765 +7%
RFM
960
Royal Fund Management
Florida
$1.91M +$339K +2,154 +22%
HH
961
Hilltop Holdings
Texas
$1.91M -$32.2K -205 -2%
LWA
962
Lineweaver Wealth Advisors
Ohio
$1.91M +$402K +2,558 +27%
CHJWM
963
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.91M -$24.4K -156 -1%
LMKC
964
L.M. Kohn & Company
Ohio
$1.91M +$67.3K +428 +4%
NFC
965
Northeast Financial Consultants
Connecticut
$1.89M – – –
IC
966
IEQ Capital
California
$1.89M -$537K -3,418 -22%
IWM
967
IHT Wealth Management
Illinois
$1.89M +$128K +815 +7%
WWM
968
WT Wealth Management
Arizona
$1.88M +$501K +3,189 +36%
OTL
969
Oak Thistle LLC
New York
$1.88M +$1.88M +11,929 New
BHWA
970
Beacon Harbor Wealth Advisors
Virginia
$1.87M -$3.02M -19,236 -62%
GFA
971
Gifford Fong Associates
California
$1.86M – – –
MFIM
972
Mesirow Financial Investment Management
Illinois
$1.84M +$1.84M +11,720 New
DT
973
Diversified Trust
Tennessee
$1.83M +$270K +1,720 +17%
BIA
974
Beacon Investment Advisors
Maryland
$1.83M +$31.3K +199 +2%
WBG
975
Wharton Business Group
Pennsylvania
$1.83M -$3.42M -21,765 -65%
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