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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 %
IB
1101
Intrust Bank
Kansas
$1.28M +$85.4K +543 +7%
CII
1102
Capital International Inc
California
$1.28M +$258K +1,640 +25%
AW
1103
Alaethes Wealth
Nevada
$1.27M +$45.3K +288 +4%
RSWM
1104
Robertson Stephens Wealth Management
California
$1.27M +$381K +2,426 +43%
TA
1105
TCM Advisors
West Virginia
$1.27M -$1.17M – –
AWA
1106
Amplius Wealth Advisors
Pennsylvania
$1.27M +$23.1K +147 +2%
PPP
1107
Private Portfolio Partners
New Jersey
$1.27M +$14.9K +95 +1%
SIM
1108
Stratos Investment Management
Ohio
$1.27M +$74.1K +471 +6%
CAG
1109
Csenge Advisory Group
Florida
$1.26M -$943 -6 -0.1%
DPIM
1110
Duff & Phelps Investment Management
Illinois
$1.26M – – –
SACTSONJ
1111
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.26M – – –
BIA
1112
Bigelow Investment Advisors
Maine
$1.25M -$17K -108 -1%
PAM
1113
Panagora Asset Management
Massachusetts
$1.25M -$943 -6 -0.1%
CFS
1114
CRA Financial Services
New Jersey
$1.25M +$430K +2,736 +53%
PL
1115
Perpetual Ltd
Australia
$1.25M +$283K +1,800 +29%
SFS
1116
Stiles Financial Services
Minnesota
$1.24M +$37.7K +240 +3%
BCM
1117
BlueCrest Capital Management
Jersey
$1.24M +$281K +1,785 +29%
ILI
1118
Invesco LLC (Illinois)
Illinois
$1.24M -$46.4K -295 -4%
SCM
1119
Silvant Capital Management
Georgia
$1.24M -$3.93K -25 -0.3%
CWM
1120
Chesapeake Wealth Management
Virginia
$1.23M -$6.29K -40 -0.5%
AIMA
1121
Ables Iannone Moore & Associates
Georgia
$1.23M +$1.23M +7,837 New
TCOV
1122
Trust Company of Vermont
Vermont
$1.22M -$95K -604 -7%
DTL
1123
Dynamic Technology Lab
Singapore
$1.22M +$692K +4,399 +131%
BCM
1124
Barden Capital Management
Texas
$1.22M +$159K +1,022 +15%
CI
1125
Cigna Investments
Connecticut
$1.21M -$2.36K -15 -0.2%
43 44
45
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