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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 %
CQS
1276
Credential Qtrade Securities
$837K +$135K +860 +19%
BSB
1277
Bangor Savings Bank
Maine
$836K +$11K +70 +1%
GP
1278
Girard Partners
Pennsylvania
$836K -$273K -1,736 -25%
CIA
1279
Choate Investment Advisors
Massachusetts
$834K -$156K -991 -16%
IA
1280
IFG Advisory
Georgia
$832K -$259K -1,650 -24%
CWP
1281
Capital Wealth Planning
Florida
$832K -$345M -2,194,526 -100%
JIC
1282
Joel Isaacson & Co
New York
$822K -$2.04K -13 -0.2%
BWAM
1283
Boyd Watterson Asset Management
Ohio
$822K – – –
CFCI
1284
Comprehensive Financial Consultants Institutional
Indiana
$821K +$36K +229 +5%
FCBT
1285
First Citizens Bank & Trust
North Carolina
$819K +$62.9K +400 +8%
IAMOG
1286
Investors Asset Management of Georgia
Georgia
$817K +$110K +700 +16%
PWAM
1287
Pinnacle West Asset Management
Wyoming
$817K +$44K +280 +6%
EFS
1288
Essex Financial Services
Connecticut
$816K +$43.6K +277 +6%
RWB
1289
RMR Wealth Builders
New Jersey
$814K +$206K +1,312 +34%
FFG
1290
Fortem Financial Group
California
$813K -$35.7K -227 -4%
V
1291
VeraBank
Texas
$813K +$5.98K +38 +0.7%
TFG
1292
Taylor Financial Group
Virginia
$809K +$809K +5,148 New
MCIA
1293
Mountain Capital Investment Advisors
Colorado
$809K -$36.8K -230 -4%
MA
1294
MKT Advisors
California
$806K -$2.38K -15 -0.3%
BTWM
1295
Baker Tilly Wealth Management
Wisconsin
$805K -$155K -987 -16%
CTI
1296
Community Trust & Investment
Kentucky
$802K -$31.8K -202 -4%
AAM
1297
AR Asset Management
California
$802K – – –
AIM
1298
Access Investment Management
Georgia
$802K +$802K +5,100 New
MAM
1299
Mirabaud Asset Management
United Kingdom
$801K +$801K +5,093 New
FG
1300
Fiduciary Group
Georgia
$800K -$17.6K -112 -2%
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