UPS icon

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 %
HCP
1076
Hexagon Capital Partners
Arkansas
$1.35M -$5.19K -33 -0.4%
SP
1077
Symmetry Partners
Connecticut
$1.35M -$180K -1,146 -12%
FT
1078
Fiduciary Trust
Massachusetts
$1.35M +$83.3K +530 +7%
WCBA
1079
Weaver C. Barksdale & Associates
Tennessee
$1.34M -$343K -2,180 -20%
FBT
1080
First Bank & Trust
South Dakota
$1.34M -$424K -2,697 -24%
BMWM
1081
Brown Miller Wealth Management
Virginia
$1.34M +$14.2K +90 +1%
FMWA
1082
Forvis Mazars Wealth Advisors
Missouri
$1.33M -$281K -1,790 -17%
BFIM
1083
Beese Fulmer Investment Management
Ohio
$1.33M -$8.9M -56,577 -87%
CWM
1084
Cornerstone Wealth Management
Missouri
$1.33M -$6.6K -42 -0.5%
EGM
1085
Engineers Gate Manager
New York
$1.32M -$5.99M -38,078 -82%
SIA
1086
SeaBridge Investment Advisors
New Jersey
$1.32M -$31.6K -201 -2%
SFP
1087
Sweet Financial Partners
Minnesota
$1.31M -$277K -1,759 -17%
VFA
1088
Voya Financial Advisors
Connecticut
$1.31M -$12.9K -82 -1%
MSAM
1089
Moloney Securities Asset Management
Missouri
$1.31M -$40.6K -258 -3%
FNA
1090
First National Advisers
Nebraska
$1.3M +$282K +1,792 +28%
Lazard Asset Management
1091
Lazard Asset Management
New York
$1.3M -$140K -892 -10%
WMP
1092
Wealth Management Partners
Arizona
$1.3M +$115K +733 +10%
AIP
1093
Ameritas Investment Partners
Nebraska
$1.29M -$48.4K -308 -4%
CAMV
1094
Concord Asset Management (Virginia)
Virginia
$1.29M +$403K +2,565 +45%
BAM
1095
Blueshift Asset Management
New Jersey
$1.29M +$871K +5,538 +207%
ACL
1096
Applied Capital LLC
Florida
$1.29M -$30.8K -196 -2%
MCA
1097
MSH Capital Advisors
Arizona
$1.29M -$24.5K -156 -2%
HTIM
1098
Harbour Trust & Investment Management
Indiana
$1.28M +$1.28M +8,167 New
LA
1099
LVW Advisors
New York
$1.28M +$591K +3,760 +86%
KWA
1100
Kingswood Wealth Advisors
California
$1.28M +$679K +4,321 +113%
42 43
44
45 46