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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 %
BG
1151
Bollard Group
Massachusetts
$1.14M +$12.1K +77 +1%
LC
1152
Lincoln Capital
Nebraska
$1.14M -$5.19K -33 -0.5%
PWS
1153
Private Wealth Strategies
Ohio
$1.13M -$2.04K -13 -0.2%
SFG
1154
SevenBridge Financial Group
Pennsylvania
$1.13M -$22.6K -144 -2%
ESB
1155
Essex Savings Bank
Connecticut
$1.13M +$247K +1,570 +28%
SB
1156
Strategic Blueprint
Georgia
$1.12M -$103K -656 -8%
HWA
1157
Heritage Wealth Advisors
Virginia
$1.11M +$122K +775 +12%
ACA
1158
Aptus Capital Advisors
Alabama
$1.11M -$220K -1,397 -17%
ISL
1159
Ingalls & Snyder LLC
New York
$1.11M -$103K -653 -8%
NFW
1160
Noble Family Wealth
Florida
$1.11M – – –
FFS
1161
Founders Financial Securities
Maryland
$1.1M -$24.2K -154 -2%
JIP
1162
Jaffetilchin Investment Partners
Florida
$1.1M +$17K +108 +2%
HFM
1163
Hartford Financial Management
Connecticut
$1.1M – – –
OSNBOA
1164
Old Second National Bank of Aurora
Illinois
$1.1M -$18.9K -120 -2%
AOWM
1165
Alpha Omega Wealth Management
Virginia
$1.1M +$2.83K +18 +0.3%
Fayez Sarofim & Co
1166
Fayez Sarofim & Co
Texas
$1.1M -$201K -1,371 -15%
GCA
1167
Guardian Capital Advisors
Ontario, Canada
$1.1M -$8K -50 -0.7%
ABLA
1168
Alan B. Lancz & Associates
Ohio
$1.1M -$47.2K -300 -4%
LFA
1169
Legacy Financial Advisors
Kentucky
$1.09M +$268K +1,704 +32%
CastleKeep Investment Advisors
1170
CastleKeep Investment Advisors
Connecticut
$1.09M +$1.09M +6,952 New
WT
1171
Washington Trust
Rhode Island
$1.09M -$629 -4 -0.1%
WWM
1172
Western Wealth Management
Colorado
$1.09M -$786 -5 -0.1%
NFG
1173
Nations Financial Group
Iowa
$1.09M -$76.3K -485 -7%
PI
1174
PFG Investments
New York
$1.09M -$36.6K -233 -3%
IA
1175
IFP Advisors
Florida
$1.08M +$90K +572 +9%
45 46
47
48 49