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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 %
CPSAC
176
Chas P. Smith & Associates (CPS)
Florida
$34.9M +$3.34M +21,241 +11%
GCIM
177
Gunn & Company Investment Management
Florida
$34.9M +$32.5M +206,803 +1,370%
Natixis Advisors
178
Natixis Advisors
Massachusetts
$34.8M +$10.6M +67,713 +44%
CI
179
Conning Inc
Connecticut
$33.8M -$145K -923 -0.4%
LBA
180
Letko, Brosseau & Associates
Quebec, Canada
$33.7M -$976K -6,210 -3%
Axa
181
Axa
France
$33.4M -$72.6M -461,868 -68%
AAM
182
Advisors Asset Management
Colorado
$32.2M -$1.75M -11,152 -5%
CIA
183
Capital Investment Advisors
Georgia
$32.1M -$174K -1,105 -0.5%
ASRS
184
Arizona State Retirement System
Arizona
$32M -$261K -1,661 -0.8%
CAN
185
Cetera Advisor Networks
California
$31.8M -$104K -659 -0.3%
Twin Tree Management
186
Twin Tree Management
Texas
$31.5M +$31.5M +200,609 New
Ensign Peak Advisors
187
Ensign Peak Advisors
Utah
$31.5M -$233K -1,483 -0.7%
Schroder Investment Management Group
188
Schroder Investment Management Group
United Kingdom
$31.5M -$14.8M -94,103 -32%
UIM
189
USS Investment Management
United Kingdom
$31.2M +$179K +1,137 +0.6%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$31.2M -$425K -2,704 -1%
ATN
191
AMF Tjänstepension
Sweden
$31.2M – – –
SOMRS
192
State of Michigan Retirement System
Michigan
$31.1M -$47.2K -300 -0.2%
OAM
193
Oppenheimer Asset Management
New York
$30.6M +$389K +2,471 +1%
Los Angeles Capital Management
194
Los Angeles Capital Management
California
$30.3M -$3.92M -24,904 -11%
BBHC
195
Brown Brothers Harriman & Co
New York
$30.2M -$1.51M -9,590 -5%
MPI
196
Mairs & Power Inc
Minnesota
$30.2M -$1.46M -9,263 -5%
KeyBank National Association
197
KeyBank National Association
Ohio
$29.8M +$2.4M +15,239 +9%
William Blair & Company
198
William Blair & Company
Illinois
$29.7M -$1.98M -12,613 -6%
Jane Street
199
Jane Street
New York
$29.4M +$16.3M +103,744 +125%
TAM
200
Trillium Asset Management
Massachusetts
$29.4M -$495K -3,146 -2%
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