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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 %
GCA
1951
Greenwood Capital Associates
South Carolina
$215K +$215K +1,369 New
CST
1952
Charles Schwab Trust
Nevada
$215K +$215K +1,369 New
LAS
1953
LWM Advisory Services
Florida
$215K – – –
FCA
1954
FinTrust Capital Advisors
South Carolina
$215K -$24.1K -153 -10%
ROTUOC
1955
Regents of the University of California
California
$212K – – –
BDFN
1956
Bond & Devick Financial Network
Minnesota
$211K +$211K +1,341 New
JSW
1957
Journey Strategic Wealth
New Jersey
$211K +$211K +1,340 New
SRC
1958
Shufro Rose & Co
New York
$210K – – –
NP
1959
Nilsine Partners
Colorado
$210K -$1.19M -7,571 -85%
BAM
1960
Bellevue Asset Management
Washington
$210K -$34.9K -222 -14%
OHWA
1961
Oak Hill Wealth Advisors
Virginia
$210K -$7.86K -50 -4%
HI
1962
Hudock Inc
Pennsylvania
$210K +$1.26K +8 +0.6%
QFA
1963
Quantum Financial Advisors
California
$209K -$54.2K -345 -21%
PB
1964
Pinnacle Bancorp
Nebraska
$209K +$4.72K +30 +2%
OPCM
1965
Osborne Partners Capital Management
California
$209K -$1.57K -10 -0.7%
BIP
1966
Blueprint Investment Partners
North Carolina
$209K +$209K +1,328 New
BOPW
1967
Brandywine Oak Private Wealth
Pennsylvania
$209K -$16.2K -103 -7%
RBFC
1968
Roman Butler Fullerton & Co
Missouri
$209K +$1.43K +9 +0.7%
EFG
1969
Ethos Financial Group
Pennsylvania
$208K +$208K +1,323 New
EL
1970
Essex LLC
Illinois
$207K +$157 +1 +0.1%
HWA
1971
HHM Wealth Advisors
Tennessee
$206K +$34.6K +220 +20%
DAM
1972
Derbend Asset Management
Georgia
$205K +$2.04K +13 +1%
RCG
1973
Resource Consulting Group
Florida
$205K +$205K +1,305 New
PTC
1974
Philadelphia Trust Company
Pennsylvania
$205K – – –
ACM
1975
AUA Capital Management
Pennsylvania
$205K – – –
77 78
79
80 81