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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 %
IG
976
ING Group
Netherlands
$1.82M -$7.65M -48,624 -81%
HCM
977
Howland Capital Management
Massachusetts
$1.82M -$18.9K -120 -1%
EM
978
Excalibur Management
Massachusetts
$1.82M +$49.4K +314 +3%
PWMG
979
Pinnacle Wealth Management Group
Michigan
$1.81M -$181K -1,150 -9%
MBTD
980
Mechanics Bank - Trust Department
California
$1.81M -$483K -3,069 -21%
GT
981
Greenleaf Trust
Michigan
$1.81M +$118K +752 +7%
RMDI
982
R.M. Davis Inc
Maine
$1.8M -$786 -5 -0%
SWM
983
Spire Wealth Management
Virginia
$1.79M +$84.3K +537 +5%
PS
984
Pensionfund Sabic
Netherlands
$1.79M – – –
NRG
985
Nemes Rush Group
Michigan
$1.78M -$68.2K -434 -4%
QP
986
Quilter Plc
United Kingdom
$1.78M – – –
FIA
987
Foundations Investment Advisors
Arizona
$1.78M -$2.27M -15,955 -56%
GIA
988
Gladstone Institutional Advisory
Florida
$1.78M -$769K -4,893 -30%
SCM
989
Sterneck Capital Management
Missouri
$1.76M -$60.4K -384 -3%
LIM
990
Loudon Investment Management
New Hampshire
$1.76M – – –
HAM
991
Hedges Asset Management
Nevada
$1.76M – – –
CPA
992
Court Place Advisors
Maryland
$1.76M -$76.9K -489 -4%
SAG
993
SageView Advisory Group
California
$1.74M +$930K +6,413 +115%
ET
994
Entropy Technologies
New York
$1.74M +$1.74M +11,073 New
WA1
995
Wimmer Associates 1
California
$1.74M -$82.1K -522 -5%
RAM
996
Redmond Asset Management
Virginia
$1.73M +$249K +1,585 +17%
OIA
997
OneDigital Investment Advisors
Kansas
$1.73M +$276K +1,757 +19%
IF
998
Intrua Financial
Texas
$1.72M -$328K -2,083 -16%
WA
999
Wealth Alliance
New York
$1.72M -$174K -1,104 -9%
BL
1000
Balentine LLC
Georgia
$1.72M +$295K +1,877 +21%
38 39
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