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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 %
RMCM
1701
Reynders McVeigh Capital Management
Massachusetts
$373K -$71.4K -454 -16%
BLC
1702
Brown, Lisle/Cummings
Rhode Island
$373K +$106K +675 +40%
RWA
1703
Redhawk Wealth Advisors
Minnesota
$372K -$5.82K -37 -2%
CT
1704
Coastline Trust
Rhode Island
$372K -$206K -1,313 -36%
WAG
1705
Winthrop Advisory Group
Massachusetts
$368K +$629 +4 +0.2%
E
1706
ETFidea
New York
$367K +$157 +1 +0%
FCMT
1707
Founders Capital Management (Texas)
Texas
$366K – – –
KAS
1708
KPP Advisory Services
Kentucky
$364K +$21.5K +137 +6%
3F
1709
360 Financial
Minnesota
$363K – – –
RZH
1710
Relyea Zuckerberg Hanson
Connecticut
$363K +$363K +2,311 New
LAM
1711
L2 Asset Management
Massachusetts
$362K +$315K +2,003 +670%
GDP
1712
Great Diamond Partners
Maine
$361K -$3.15K -20 -0.9%
AWM
1713
Aries Wealth Management
Maine
$361K -$786 -5 -0.2%
3IP
1714
3Chopt Investment Partners
Virginia
$359K +$359K +2,284 New
ORG
1715
Optimist Retirement Group
Washington
$358K +$358K +2,277 New
VAM
1716
Verity Asset Management
North Carolina
$357K +$113K +716 +46%
LWL
1717
Leo Wealth LLC
Texas
$357K +$357K +2,290 New
EVM
1718
Evelyn V. Moreno
$357K – – –
TAM
1719
Tocqueville Asset Management
New York
$357K -$61.3K -390 -15%
GHA
1720
GW Henssler & Associates
Georgia
$356K – – –
BMC
1721
Beaton Management Company
Massachusetts
$356K +$31.4K +200 +10%
LWM
1722
Lyell Wealth Management
California
$356K -$7.23K -46 -2%
UAML
1723
US Asset Management LLC
Pennsylvania
$353K +$353K +2,245 New
AC
1724
Allstate Corporation
Illinois
$350K -$40.3K -256 -10%
TIA
1725
Traphagen Investment Advisors
New Jersey
$349K +$314 +2 +0.1%
67 68
69
70 71