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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 %
HFRG
1001
Houlihan Financial Resource Group
Virginia
$1.71M -$2.52K -16 -0.1%
WorldQuant Millennium Advisors
1002
WorldQuant Millennium Advisors
New York
$1.71M +$1.71M +10,858 New
GRP
1003
Global Retirement Partners
California
$1.7M +$360K +2,317 +27%
FWP
1004
FAS Wealth Partners
Kansas
$1.7M +$296K +1,883 +21%
LFAS
1005
Level Four Advisory Services
Texas
$1.69M +$77.5K +493 +5%
DCM
1006
Decatur Capital Management
Georgia
$1.69M +$123K +785 +8%
MA
1007
Modus Advisors
Minnesota
$1.68M -$39.8K -253 -2%
IAS
1008
Insigneo Advisory Services
Florida
$1.67M +$331K +2,103 +25%
TW
1009
TrinityPoint Wealth
Connecticut
$1.66M -$3.18M -20,252 -66%
HSA
1010
Hussman Strategic Advisors
Maryland
$1.65M +$1.65M +10,500 New
VWWMG
1011
Vermillion & White Wealth Management Group
Pennsylvania
$1.65M +$1.65M +10,487 New
HCCM
1012
Hudson Canyon Capital Management
New York
$1.65M +$119K +754 +8%
GIP
1013
Granite Investment Partners
California
$1.64M – – –
NRS
1014
Neville Rodie & Shaw
New York
$1.63M -$33.8K -215 -2%
HAIM
1015
Hunter Associates Investment Management
Pennsylvania
$1.62M -$1.41K -9 -0.1%
SF
1016
Summit Financial
New Jersey
$1.62M -$330K -2,097 -17%
VIM
1017
Vinva Investment Management
Australia
$1.62M +$1.33M +8,443 +451%
WI
1018
WrapManager Inc
California
$1.62M -$48.1K -306 -3%
MTC
1019
Matrix Trust Company
Colorado
$1.62M -$20.1K -128 -1%
ONB
1020
Old National Bancorp
Indiana
$1.62M -$127K -805 -7%
PA
1021
Profund Advisors
Maryland
$1.62M +$316K +2,011 +24%
PCM
1022
Parsons Capital Management
Rhode Island
$1.62M +$4.72K +30 +0.3%
NIM
1023
NEOS Investment Management
Connecticut
$1.61M +$437K +2,777 +37%
HI
1024
Harbour Investments
Wisconsin
$1.6M +$821K +5,222 +105%
WFMPM
1025
Woodley Farra Manion Portfolio Management
Indiana
$1.6M -$35.4K -225 -2%
39 40
41
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