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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 %
CCA
1026
Cora Capital Advisors
New Jersey
$1.59M +$314 +2 +0%
PCA
1027
Providence Capital Advisors
North Carolina
$1.59M -$46.4K -295 -3%
MWA
1028
Midland Wealth Advisors
Illinois
$1.58M +$1.58M +10,067 New
FIM
1029
Freedom Investment Management
Connecticut
$1.58M -$221K -1,405 -12%
AAIM
1030
American Assets Investment Management
California
$1.57M – – –
JWM
1031
Jackson Wealth Management
Florida
$1.57M -$831K -5,283 -35%
MWM
1032
Meridian Wealth Management
Kentucky
$1.57M +$617K +3,923 +65%
LF
1033
Lantz Financial
Illinois
$1.56M +$794K +5,049 +103%
CIAS
1034
Capital Investment Advisory Services
North Carolina
$1.56M -$426K -2,708 -21%
RHDIC
1035
R.H. Dinel Investment Counsel
California
$1.56M -$122K -775 -7%
PA
1036
Paralel Advisors
Colorado
$1.55M – – –
CIG
1037
Cullen Investment Group
Louisiana
$1.55M +$1.55M +9,853 New
CNBT
1038
Canandaigua National Bank & Trust
New York
$1.55M -$6.76K -43 -0.4%
GWCM
1039
Godshalk Welsh Capital Management
Pennsylvania
$1.53M – – –
MI
1040
Moneywise Inc
Virginia
$1.52M -$2.04K -13 -0.1%
FWM
1041
ForthRight Wealth Management
Georgia
$1.52M -$1.73K -11 -0.1%
RCA
1042
Resonant Capital Advisors
Wisconsin
$1.52M +$915K +5,817 +152%
AFS
1043
Access Financial Services
Minnesota
$1.51M -$8.02K -51 -0.5%
NSB
1044
Norway Savings Bank
Maine
$1.51M -$103K -655 -6%
VHAM
1045
Van Hulzen Asset Management
California
$1.51M +$291K +1,851 +24%
CCM
1046
Cox Capital Management
Massachusetts
$1.51M -$398K -2,531 -21%
NS
1047
NBC Securities
Alabama
$1.51M -$161K -1,024 -10%
CWP
1048
Concord Wealth Partners
Virginia
$1.49M +$100K +638 +7%
AWM
1049
Aberdeen Wealth Management
Illinois
$1.49M -$46.7K -297 -3%
AAS
1050
Ameritas Advisory Services
Nebraska
$1.49M -$8.06M -52,503 -84%
40 41
42
43 44