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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 %
EBA
2051
Eagle Bay Advisors
New York
$109K -$62.4K -397 -36%
MMG
2052
Monetary Management Group
Missouri
$107K -$725K -4,610 -87%
FCAS
2053
First Command Advisory Services
Texas
$102K – – –
BWP
2054
Baldwin Wealth Partners
Massachusetts
$102K -$792K -5,038 -89%
OA
2055
Operose Advisors
Wisconsin
$101K -$34.1K -217 -25%
TCWA
2056
Turtle Creek Wealth Advisors
Texas
$101K +$101K +641 New
IWP
2057
IAG Wealth Partners
Wisconsin
$101K – – –
BWM
2058
BKM Wealth Management
Wisconsin
$98.4K +$98.4K +626 New
RIM
2059
Rockbridge Investment Management
New York
$98.1K +$98.1K +624 New
GPI
2060
General Partner Inc
Pennsylvania
$98K – – –
ODG
2061
O'Dell Group
Ohio
$96K +$96K +610 New
ORAM
2062
One River Asset Management
Connecticut
$95.4K +$472 +3 +0.5%
AT
2063
Avalon Trust
New Mexico
$94.7K – – –
JFA
2064
JNBA Financial Advisors
Minnesota
$92.5K -$3.78K -24 -4%
CSWM
2065
Cassady Schiller Wealth Management
Ohio
$91.8K – – –
SOW
2066
State of Wyoming
Wyoming
$90.4K +$89.6K +570 +11,400%
RFG
2067
REAP Financial Group
Texas
$89.7K +$89.7K +571 New
MFG
2068
Mendota Financial Group
Wisconsin
$87.3K +$82.5K +525 +1,750%
SA
2069
Scarborough Advisors
Maryland
$87.1K +$87.1K +554 New
WIA
2070
Wetzel Investment Advisors
Indiana
$87K +$87K +552 New
TFM
2071
TFC Financial Management
Massachusetts
$86.5K +$1.89K +12 +2%
AT
2072
Arlington Trust
Alabama
$85.1K -$25.9K -165 -23%
RS
2073
Rakuten Securities
Japan
$84.7K +$84.7K +539 New
AWM
2074
Atticus Wealth Management
Florida
$84.2K +$1.57K +10 +2%
TFIPS
2075
Towarzystwo Funduszy Inwestycyjnych PZU SA
$83.3K +$83.3K +530 New
81 82
83
84 85