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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 %
SFM
1576
Signet Financial Management
New Jersey
$471K -$52.2K -332 -10%
JWM
1577
Jeppson Wealth Management
California
$470K -$120K -762 -20%
WCG
1578
Weaver Consulting Group
California
$468K +$157 +1 +0%
SFP
1579
Sterling Financial Planning
New Jersey
$468K – – –
BHCM
1580
Brevan Howard Capital Management
Jersey
$468K +$468K +2,975 New
ECM
1581
Elgethun Capital Management
South Dakota
$468K +$16.8K +107 +4%
RPWA
1582
Regent Peak Wealth Advisors
Georgia
$465K +$9.75K +62 +2%
VW
1583
Vance Wealth
California
$464K +$314 +2 +0.1%
PP
1584
Patten & Patten
Tennessee
$464K -$18.7K -119 -4%
CTA
1585
Colonial Trust Advisors
South Carolina
$462K -$69.2K -440 -13%
GWSG
1586
GPS Wealth Strategies Group
Colorado
$462K -$24.7K -157 -5%
WP
1587
WealthShield Partners
North Carolina
$460K +$29.2K +186 +7%
SGCA
1588
Steel Grove Capital Advisors
Tennessee
$459K -$1.17M -7,420 -72%
LIA
1589
Luken Investment Analytics
Tennessee
$459K – – –
DWM
1590
Dechtman Wealth Management
Colorado
$458K +$4.87K +31 +1%
BEAM
1591
Baker Ellis Asset Management
Washington
$458K -$47.2K -300 -9%
MCCA
1592
Mill Creek Capital Advisors
Pennsylvania
$457K -$11.9K -76 -3%
OFS
1593
OneAscent Financial Services
Alabama
$456K +$233K +1,481 +104%
WSTAM
1594
Wilbanks Smith & Thomas Asset Management
Virginia
$456K -$42.6K -271 -9%
SWP
1595
Strategic Wealth Partners
Ohio
$454K +$9.75K +62 +2%
ICM
1596
IMS Capital Management
Oregon
$452K +$472 +3 +0.1%
MAM
1597
Mystic Asset Management
Rhode Island
$452K +$84.1K +535 +23%
SFB
1598
STAR Financial Bank
Indiana
$449K +$1.42K +9 +0.3%
MHIC
1599
Marble Harbor Investment Counsel
Massachusetts
$449K -$16.2K -103 -3%
DTC
1600
Davidson Trust Company
Washington
$449K +$9.43K +60 +2%
62 63
64
65 66