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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 %
FWM
1851
Forza Wealth Management
Florida
$265K -$58.8K -374 -18%
AF
1852
Apexium Financial
Texas
$264K +$264K +1,677 New
WP
1853
WealthPLAN Partners
Nebraska
$262K -$55K -350 -17%
CWM
1854
Centurion Wealth Management
Virginia
$262K +$6.76K +43 +3%
KP
1855
Keel Point
Alabama
$262K -$786 -5 -0.3%
HA
1856
HFG Advisors
Ohio
$261K +$261K +1,661 New
IWS
1857
Integrity Wealth Solutions
Colorado
$261K +$261K +1,660 New
SSA
1858
Sierra Summit Advisors
Nevada
$261K +$261K +1,659 New
MCCP
1859
Mission Creek Capital Partners
California
$261K -$45.6K -290 -15%
SL
1860
Salomon & Ludwin
Virginia
$260K – – –
LIA
1861
LBMC Investment Advisors
Tennessee
$259K +$36.2K +230 +16%
AFG
1862
Atomi Financial Group
New York
$258K +$258K +1,644 New
VC
1863
Vestor Capital
Illinois
$258K -$9.9K -63 -4%
BWP
1864
Barlow Wealth Partners
Kentucky
$258K +$258K +1,638 New
FL
1865
Fort LP
Maryland
$257K -$1.89K -12 -0.7%
MKC
1866
M. Kraus & Co
Vermont
$257K -$7.86K -50 -3%
AWM
1867
Aviso Wealth Management
Washington
$256K +$256K +1,628 New
DJSG
1868
D.J. St. Germain
Massachusetts
$256K +$23.6K +150 +10%
WSC
1869
Wellington Shields & Co
New York
$255K -$12.6K -80 -5%
SWA
1870
SFMG Wealth Advisors
Texas
$255K -$152K -968 -37%
BBA
1871
Braun-Bostich & Associates
Pennsylvania
$255K +$255K +1,622 New
S
1872
SimplyRich
California
$254K -$41.7K -265 -14%
LA
1873
Latitude Advisors
Florida
$254K -$60.5K -385 -19%
MIC
1874
Means Investment Company
Maine
$253K +$19.5K +124 +8%
KCM
1875
Kathmere Capital Management
Pennsylvania
$253K +$253K +1,607 New
73 74
75
76 77