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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 %
GWMR
1051
GC Wealth Management RIA
Massachusetts
$1.48M +$1.48M +9,430 New
CL
1052
CIM LLC
New York
$1.47M +$47K +314 +3%
CWS
1053
Confluence Wealth Services
Pennsylvania
$1.46M +$116K +736 +9%
BWA
1054
BlueChip Wealth Advisors
Georgia
$1.45M +$1.45M +9,250 New
WAM
1055
Werlinich Asset Management
Connecticut
$1.45M -$33.1K -211 -2%
GGS
1056
Galvin Gaustad & Stein
Arizona
$1.45M -$3.23M -20,571 -69%
ANTB
1057
AMG National Trust Bank
Colorado
$1.44M -$601K -3,824 -29%
SXL
1058
Summit X LLC
Missouri
$1.43M +$1M +6,377 +233%
MCWS
1059
McKinley Carter Wealth Services
West Virginia
$1.43M -$136K -862 -9%
QWM
1060
Quadcap Wealth Management
Texas
$1.43M +$1.43M +9,090 New
MNBTD
1061
Moody National Bank Trust Division
Texas
$1.42M -$1.52M -9,684 -52%
SWA
1062
SOA Wealth Advisors
New York
$1.42M +$472 +3 +0%
VSQM
1063
V-Square Quantitative Management
Illinois
$1.42M +$495K +3,151 +54%
NEI
1064
Northwest & Ethical Investments
Ontario, Canada
$1.41M +$333K +2,118 +31%
CA
1065
Carson Advisory
Georgia
$1.41M +$22K +140 +2%
MAS
1066
Meeder Advisory Services
Ohio
$1.41M -$12.9K -82 -0.9%
SDAM
1067
Shulman DeMeo Asset Management
New York
$1.4M +$1.73K +11 +0.1%
OPA
1068
Old Port Advisors
Maine
$1.39M +$50.6K +322 +4%
RCM
1069
Raleigh Capital Management
North Carolina
$1.39M -$41.7K -265 -3%
ACM
1070
Advance Capital Management
Michigan
$1.39M +$943 +6 +0.1%
AA
1071
Argent Advisors
Louisiana
$1.39M +$58.8K +374 +4%
CW
1072
CreativeOne Wealth
Kansas
$1.37M +$148K +944 +12%
PGIM
1073
Pacific Global Investment Management
California
$1.37M -$11.6K -74 -0.8%
DWM
1074
Dakota Wealth Management
Florida
$1.37M -$16.5K -105 -1%
GAMC
1075
Garner Asset Management Corp
Texas
$1.37M -$104K -708 -7%
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