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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 %
HGA
2151
Hobbs Group Advisors
South Carolina
$22.6K +$22.6K +144 New
CMP
2152
Coston McIsaac & Partners
Maine
$22K +$151 +1 +0.7%
PP
2153
Pingora Partners
Wyoming
$21.2K +$21.2K +135 New
T
2154
Tidemark
California
$21K +$21K +134 New
DFC
2155
DB Fitzpatrick & Co
Idaho
$20.3K – – –
FCT
2156
First Community Trust
Iowa
$20.3K – – –
CJ
2157
Caitlin John
Michigan
$19.7K +$19.7K +126 New
FFL
2158
Financial Freedom LLC
Ohio
$19.7K – – –
PWMG
2159
Private Wealth Management Group
New Jersey
$19K +$19K +121 New
MSG
2160
Main Street Group
Virginia
$18.2K +$18.2K +116 New
SWC
2161
Spectrum Wealth Counsel
Indiana
$17.8K +$17.8K +113 New
AFS
2162
Annapolis Financial Services
Maryland
$17.3K -$23.6K -150 -58%
TIM
2163
Thompson Investment Management
Wisconsin
$17.1K – – –
POIA
2164
Pin Oak Investment Advisors
Texas
$17K – – –
GCM
2165
Gladius Capital Management
Illinois
$16.5K +$16.5K +105 New
AWM
2166
AllSquare Wealth Management
New York
$16.4K – – –
LIWM
2167
Long Island Wealth Management
New York
$16K +$16K +102 New
DSC
2168
Duncker Streett & Co
Missouri
$15.7K -$4.4K -28 -22%
RDFA
2169
Ritter Daniher Financial Advisory
Ohio
$15.7K – – –
EA
2170
Evolution Advisers
Virginia
$14K +$1.57K +10 +13%
GFL
2171
Granite FO LLC
New Hampshire
$13.7K – – –
BFS
2172
Burkett Financial Services
South Carolina
$13.7K +$13.7K +87 New
GCM
2173
Gables Capital Management
Florida
$13.5K +$13.5K +86 New
PWM
2174
Partnership Wealth Management
Maryland
$13.1K +$13.1K +92 New
TIM
2175
Tortoise Investment Management
New York
$12.9K -$1.26K -8 -9%
85 86
87
88 89