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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 %
WIA
1176
World Investment Advisors
California
$1.08M +$1.08M +6,877 New
FCB
1177
First County Bank
Connecticut
$1.08M -$128K -815 -11%
DIP
1178
DT Investment Partners
Pennsylvania
$1.07M -$45.7K -315 -4%
PA
1179
Probity Advisors
Texas
$1.07M -$20.9K -133 -2%
HNWAG
1180
High Net Worth Advisory Group
Florida
$1.07M -$149K -950 -12%
IRAG
1181
Investment Research & Advisory Group
Georgia
$1.06M -$818K -5,204 -43%
SFG
1182
SNS Financial Group
Minnesota
$1.06M -$36.3K -231 -3%
RWM
1183
Ritholtz Wealth Management
New York
$1.06M -$28K -178 -3%
VWM
1184
Venturi Wealth Management
Texas
$1.06M -$10.2K -65 -1%
PMIA
1185
Patrick Mauro Investment Advisor
Illinois
$1.06M +$275K +1,750 +35%
RIA
1186
Regal Investment Advisors
Michigan
$1.05M -$129K -823 -11%
SCM
1187
Schnieders Capital Management
California
$1.05M -$505K -3,210 -32%
FFA
1188
Farther Finance Advisors
California
$1.05M +$615K +3,913 +142%
ACS
1189
Archford Capital Strategies
Illinois
$1.05M -$298K -1,897 -22%
FUBT
1190
First United Bank & Trust
Maryland
$1.04M -$45.9K -292 -4%
FHA
1191
First Horizon Advisors
Tennessee
$1.04M -$91.2K -580 -8%
CT
1192
Colonial Trust
South Carolina
$1.03M +$43.2K +275 +4%
PCM
1193
Penserra Capital Management
California
$1.03M -$119M -757,492 -99%
CDH
1194
Charles D. Hyman
$1.03M +$49.5K +315 +5%
GFG
1195
Goldstone Financial Group
Illinois
$1.02M +$7.7K +49 +0.8%
AG
1196
AIA Group
Hong Kong
$1.02M +$664K +4,222 +185%
ADIM
1197
Alpha DNA Investment Management
Maryland
$1.02M +$71.9K +457 +8%
SPC
1198
Sigma Planning Corp
Michigan
$1.02M -$1.46M -9,258 -59%
CC
1199
Constitution Capital
Connecticut
$1.02M -$66K -420 -6%
FFBTD
1200
First Financial Bank - Trust Division
Ohio
$1.02M -$27K -172 -3%
46 47
48
49 50