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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 %
PAI
1126
Pittenger & Anderson Inc
Nebraska
$1.21M -$2.99K -19 -0.2%
TTWM
1127
TCV Trust & Wealth Management
Virginia
$1.2M -$47.2K -300 -4%
HIP
1128
HUB Investment Partners
Texas
$1.2M +$1.2M +7,646 New
TA
1129
TFG Advisers
Michigan
$1.2M -$34.7K -221 -3%
BAM
1130
Belpointe Asset Management
Nevada
$1.2M +$856K +5,446 +248%
OAM
1131
Occidental Asset Management
California
$1.2M +$121K +768 +11%
WFM
1132
Wolff Financial Management
Michigan
$1.2M +$348K +2,213 +41%
CWM
1133
Compass Wealth Management
Connecticut
$1.18M +$53.6K +341 +5%
OM
1134
OV Management
Minnesota
$1.18M +$1.18M +7,500 New
ACM
1135
Aquatic Capital Management
Illinois
$1.18M -$25.7M -163,300 -96%
SIA
1136
Schechter Investment Advisors
Michigan
$1.18M +$92.1K +586 +8%
DBRC
1137
D.B. Root & Company
Pennsylvania
$1.18M -$17.9K -114 -2%
RI
1138
Ridgewood Investments
New Jersey
$1.18M +$463K +2,944 +65%
THWM
1139
Taylor Hoffman Wealth Management
Virginia
$1.17M – – –
AT
1140
Arden Trust
Delaware
$1.17M -$235K -1,493 -17%
EIA
1141
Eldridge Investment Advisors
New Hampshire
$1.17M +$629 +4 +0.1%
KFGK
1142
Keystone Financial Group (Kentucky)
Kentucky
$1.16M -$35.2K -224 -3%
HI
1143
Harrington Investments
California
$1.16M -$13.4K -85 -1%
CS
1144
Cannell & Spears
New York
$1.16M -$59K -375 -5%
AL
1145
Arnhold LLC
New York
$1.16M – – –
CCMG
1146
Clark Capital Management Group
Pennsylvania
$1.16M -$4.3M -27,343 -79%
EC
1147
Estate Counselors
Wisconsin
$1.15M – – –
CT
1148
Chicago Trust
Illinois
$1.15M -$28.3K -180 -2%
SWM
1149
SeaCrest Wealth Management
New York
$1.14M +$11K +69 +1%
AIA
1150
AIMZ Investment Advisors
California
$1.14M – – –
44 45
46
47 48