UPS icon

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 %
T
1826
TNF
Montana
$278K -$2.37K -15 -0.8%
CF
1827
Copperwynd Financial
Arizona
$278K +$3.3K +21 +1%
CIC
1828
Chilton Investment Company
Connecticut
$277K -$142K -906 -34%
CWM
1829
Cahaba Wealth Management
Georgia
$276K -$14.9K -95 -5%
CP
1830
Castleview Partners
Texas
$275K +$10.8K +69 +4%
LWM
1831
Lodestone Wealth Management
Washington
$274K +$5.82K +37 +2%
CRC
1832
Curi RMB Capital
Illinois
$273K -$83.8K -533 -23%
SSA
1833
Schonfeld Strategic Advisors
New York
$273K -$15.1M -95,732 -98%
TLA
1834
Tanglewood Legacy Advisors
Texas
$273K -$9.28K -59 -3%
LA
1835
LexAurum Advisors
Kansas
$273K +$29.9K +190 +12%
MPW
1836
MA Private Wealth
California
$272K – – –
SEP
1837
Southland Equity Partners
Missouri
$272K +$14K +89 +5%
FTIS
1838
First Trust Investment Solutions
Florida
$272K +$272K +1,731 New
BCA
1839
Bray Capital Advisors
Florida
$271K +$1.42K +9 +0.5%
ACA
1840
Aspire Capital Advisors
Washington
$270K -$2.2K -14 -0.8%
PL
1841
Plancorp LLC
Missouri
$269K +$30K +191 +13%
KC
1842
Knuff & Co
California
$269K -$1.08M -6,856 -80%
PCG
1843
Prosperity Consulting Group
Maryland
$268K +$268K +1,708 New
WDC
1844
Woodward Diversified Capital
California
$268K +$11.9K +76 +5%
FMC
1845
First Merchants Corp
Indiana
$268K – – –
JFG
1846
Jefferies Financial Group
New York
$267K -$13.2M -84,103 -98%
EA
1847
Everpar Advisors
Oklahoma
$266K +$266K +1,693 New
ORC
1848
O'Rourke & Company
Massachusetts
$266K -$66.4K -423 -20%
KCFA
1849
Key Client Fiduciary Advisors
New Jersey
$265K -$13.1K -83 -5%
RIA
1850
Richwood Investment Advisors
Ohio
$265K -$17.3K -110 -6%
72 73
74
75 76