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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 %
NAS
1301
Nicolet Advisory Services
Wisconsin
$800K -$81.7K -515 -9%
CC
1302
Chicago Capital
Illinois
$796K -$18.7K -119 -2%
WHCI
1303
W.H. Cornerstone Investments
Massachusetts
$796K -$252K -1,605 -24%
I
1304
InceptionR
California
$794K +$144K +919 +22%
BFAG
1305
Blackston Financial Advisory Group
Florida
$791K +$13.4K +85 +2%
Bank Julius Baer & Co
1306
Bank Julius Baer & Co
Switzerland
$788K +$120K +763 +18%
CS
1307
Capital Square
Tennessee
$786K -$17.1K -109 -2%
CI
1308
CPR Investments
Michigan
$786K – – –
GSEP
1309
Golden State Equity Partners
California
$784K -$96.5K -614 -11%
T
1310
TOBAM
France
$782K +$161K +1,026 +26%
CFGS
1311
Concourse Financial Group Securities
Alabama
$782K +$102K +646 +15%
HAFS
1312
Hapanowicz & Associates Financial Services
Pennsylvania
$780K – – –
MIM
1313
Morningstar Investment Management
Illinois
$780K +$2.52K +16 +0.3%
DC
1314
DeDora Capital
California
$776K +$44.7K +284 +6%
AW
1315
Apricus Wealth
South Carolina
$775K -$786 -5 -0.1%
DWM
1316
Darwin Wealth Management
Florida
$772K -$5.35K -34 -0.7%
PFGIA
1317
Patriot Financial Group Insurance Agency
Massachusetts
$770K +$17.1K +109 +2%
VA
1318
Valmark Advisers
Ohio
$770K -$17.5K -111 -2%
WBC
1319
Westpac Banking Corp
Australia
$766K -$248K -1,575 -24%
APA
1320
Astoria Portfolio Advisors
New York
$765K +$217K +1,487 +40%
PMSA
1321
Patrick M. Sweeney & Associates
Illinois
$765K +$765K +4,866 New
HP
1322
Hilltop Partners
Indiana
$764K -$88.7K -564 -10%
KMWM
1323
Keudell/Morrison Wealth Management
Oregon
$764K -$157 -1 -0%
AMG
1324
Advisors Management Group
Wisconsin
$763K +$472 +3 +0.1%
SIS
1325
Strategic Investment Solutions
Illinois
$761K +$712K +4,527 +1,437%
51 52
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