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United Parcel Service
UPS

2,260 hedge funds and large institutions have $81.9B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 794 increasing their positions, 1,000 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 152

34% more call options, than puts

Call options by funds: $2.83B | Put options by funds: $2.11B

3% more funds holding

Funds holding: 2,200 → 2,260 (+60)

2.04% more ownership

Funds ownership: 70.01% → 72.06% (+2%)

4% more capital invested

Capital invested by funds: $78.8B → $81.9B (+$3.09B)

12% less funds holding in top 10

Funds holding in top 10: 52 → 46 (-6)

21% less repeat investments, than reductions

Existing positions increased: 794 | Existing positions reduced: 1,000

Holders
2,260
Holders Change
+60
Holders Change %
+2.73%
% of All Funds
32.94%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
248
Increased
794
Reduced
1,000
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.28B
2
Morgan Stanley
Morgan Stanley
New York
+$1.23B
3
JP Morgan Chase
JP Morgan Chase
New York
+$395M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$197M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$572M
2
CWP
Capital Wealth Planning
Florida
-$332M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
4
Capital World Investors
Capital World Investors
California
-$144M
5
Bank of America
Bank of America
North Carolina
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1051
NBC Securities
Alabama
$1.51M -$155K -1,024 -10%
CWP
1052
Concord Wealth Partners
Virginia
$1.49M +$96.5K +638 +7%
AWM
1053
Aberdeen Wealth Management
Illinois
$1.49M -$44.9K -297 -3%
AAS
1054
Ameritas Advisory Services
Nebraska
$1.49M -$7.94M -52,503 -84%
GWMR
1055
GC Wealth Management RIA
Massachusetts
$1.48M +$1.43M +9,430 New
CL
1056
CIM LLC
New York
$1.47M +$47.5K +314 +3%
CWS
1057
Confluence Wealth Services
Pennsylvania
$1.46M +$111K +736 +9%
BWA
1058
BlueChip Wealth Advisors
Georgia
$1.45M +$1.4M +9,250 New
WAM
1059
Werlinich Asset Management
Connecticut
$1.45M -$31.9K -211 -2%
GGS
1060
Galvin Gaustad & Stein
Arizona
$1.45M -$3.11M -20,571 -69%
ANTB
1061
AMG National Trust Bank
Colorado
$1.44M -$578K -3,824 -29%
SXL
1062
Summit X LLC
Missouri
$1.43M +$964K +6,377 +233%
MCWS
1063
McKinley Carter Wealth Services
West Virginia
$1.43M -$130K -862 -9%
QWM
1064
Quadcap Wealth Management
Texas
$1.43M +$1.37M +9,090 New
MNBTD
1065
Moody National Bank Trust Division
Texas
$1.42M -$1.46M -9,684 -52%
SWA
1066
SOA Wealth Advisors
New York
$1.42M +$454 +3 +0%
VSQM
1067
V-Square Quantitative Management
Illinois
$1.42M +$476K +3,151 +54%
NEI
1068
Northwest & Ethical Investments
Ontario, Canada
$1.41M +$320K +2,118 +31%
CA
1069
Carson Advisory
Georgia
$1.41M +$21.2K +140 +2%
MAS
1070
Meeder Advisory Services
Ohio
$1.41M -$12.4K -82 -0.9%
SDAM
1071
Shulman DeMeo Asset Management
New York
$1.4M +$1.66K +11 +0.1%
OPA
1072
Old Port Advisors
Maine
$1.39M +$48.7K +322 +4%
RCM
1073
Raleigh Capital Management
North Carolina
$1.39M -$40.1K -265 -3%
ACM
1074
Advance Capital Management
Michigan
$1.39M +$907 +6 +0.1%
AA
1075
Argent Advisors
Louisiana
$1.39M +$56.5K +374 +4%
41 42
43
44 45

UPS Hedge Fund Activity: Q4 2023 in Review

2,260 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2023, worth a combined $81.9B — up 3.9% from $78.8B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new UPS positions and 152 closed out — a net gain of 96 holders — while 794 added to existing stakes and 1,000 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.28B. The largest seller was Capital Research Global Investors, cutting an estimated $572M.

  • 2,260 institutional investors held United Parcel Service (UPS) as of Q4 2023, up from 2,200 in Q3 2023.
  • Funds reported $81.9B of United Parcel Service stock for Q4 2023, up 3.9% quarter-over-quarter.
  • 248 funds opened new United Parcel Service positions in Q4 2023 and 152 closed out, a net change of +96 holders.
  • The largest United Parcel Service buyer in Q4 2023 was Wellington Management Group, an estimated $1.28B added.
  • The largest United Parcel Service seller in Q4 2023 was Capital Research Global Investors, an estimated $572M sold.

Based on aggregated 13F filings for Q4 2023.