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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 %
SRC
1901
Sage Rhino Capital
California
$239K -$2.99K -19 -1%
RPCONE
1902
Retirement Planning Company of New England
Rhode Island
$238K +$629 +4 +0.3%
IPW
1903
Invictus Private Wealth
Colorado
$238K -$3.3K -21 -1%
LJHT
1904
Laurie J. Hall Trustee
$237K – – –
CAM
1905
Clark Asset Management
New Hampshire
$237K +$15.7K +100 +7%
AIM
1906
Avity Investment Management
Connecticut
$236K – – –
RC
1907
RBO & Co
California
$236K – – –
NRC
1908
New Republic Capital
North Carolina
$236K -$33K -210 -12%
PA
1909
PFG Advisors
Arizona
$236K -$30.7K -195 -12%
MWS
1910
Maxwell Wealth Strategies
California
$235K +$235K +1,493 New
GCP
1911
Gill Capital Partners
Colorado
$234K +$234K +1,361 New
BWP
1912
Balboa Wealth Partners
Arizona
$234K -$106K -674 -31%
MCAI
1913
Members Capital Advisors Inc
Wisconsin
$233K -$1.05M -6,700 -82%
ACM
1914
Arcataur Capital Management
Wisconsin
$232K -$786 -5 -0.3%
CIP
1915
Convergence Investment Partners
Florida
$231K -$6.14K -39 -3%
TWA
1916
TCI Wealth Advisors
Arizona
$231K +$7.39K +47 +3%
CW
1917
CIC Wealth
Maryland
$231K -$47K -299 -17%
LS
1918
Livforsakringsbolaget Skandia
Sweden
$230K -$1.17M -7,410 -83%
AF
1919
Arrow Financial
New York
$230K -$360K -2,289 -61%
BFC
1920
Bedel Financial Consulting
Indiana
$230K +$9.75K +62 +4%
AAP
1921
Arax Advisory Partners
Colorado
$230K +$17.6K +112 +8%
TWP
1922
Tower Wealth Partners
Pennsylvania
$229K -$264K -1,676 -54%
EFG
1923
Embree Financial Group
Illinois
$228K +$228K +1,452 New
PWM
1924
Prosperity Wealth Management
California
$228K +$228K +1,451 New
WWS
1925
Wellington Wealth Strategies
Indiana
$228K +$228K +1,448 New
75 76
77
78 79