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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
$2.85B
2
Morgan Stanley
Morgan Stanley
New York
$2.31B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01B
4
Viking Global Investors
Viking Global Investors
Connecticut
$1.29B
5
Ameriprise
Ameriprise
Minnesota
$1.4B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$126M
2
CWP
Capital Wealth Planning
Florida
$832K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.52B
4
Capital World Investors
Capital World Investors
California
$432M
5
Bank of America
Bank of America
North Carolina
$2.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
2226
Cordant Inc
Oregon
$3.79K +$3.79K +24 New
NECFA
2227
New England Capital Financial Advisors
Connecticut
$3.72K +$155 +1 +4%
SC
2228
Stephens Consulting
Michigan
$3.62K – – –
IWA
2229
IBEX Wealth Advisors
New Jersey
$3.45K -$6.55M -41,821 -100%
BCPWM
2230
Bradley & Co Private Wealth Management
Florida
$3.3K – – –
PPWM
2231
PFG Private Wealth Management
Florida
$2.99K -$3.93K -25 -57%
GWSA
2232
Global Wealth Strategies & Associates
Colorado
$2.67K – – –
OCM
2233
Orion Capital Management
California
$2.2K – – –
FSWA
2234
Financial Synergies Wealth Advisors
Texas
$2.09K -$39.5K -227 -95%
ANBT
2235
American National Bank & Trust
Texas
$1.89K -$356K -2,264 -99%
IHWM
2236
Iron Horse Wealth Management
Iowa
$1.73K – – –
KA
2237
Kozak & Associates
Colorado
$1.71K – – –
CAM
2238
ClariVest Asset Management
California
$1.26K +$1.26K +8 New
CIR
2239
Clear Investment Research
Georgia
$1.1K +$1.1K +7 New
FFA
2240
Frazier Financial Advisors
Ohio
$944 +$944 +6 New
FG
2241
Fairman Group
Pennsylvania
$943 +$943 +6 New
DWA
2242
Delos Wealth Advisors
Texas
$787 – – –
FDCP
2243
Foster Dykema Cabot & Partners
Massachusetts
$786 +$786 +5 New
CTWM
2244
Cherry Tree Wealth Management
Minnesota
$472 -$3.78K -24 -89%
KHC
2245
Koesten Hirschmann & Crabtree
Kansas
$366 – – –
BC
2246
Belmont Capital
California
$194 -$136K -700 -100%
DWM
2247
Dogwood Wealth Management
Kansas
$21 – – –
BGIM
2248
Brandywine Global Investment Management
Pennsylvania
– -$61.5M -394,472 Closed
N
2249
Natixis
France
– -$54.3M -348,152 Closed
Boston Partners
2250
Boston Partners
Massachusetts
– -$51.8M -332,687 Closed
88 89
90
91 92