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United Parcel Service
UPS

Overview Fund Activity

2,244 hedge funds and large institutions have $81.8B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 788 increasing their positions, 995 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,244
Holders Change
+58
Holders Change %
+2.65%
% of All Funds
32.9%
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
788
Reduced
995
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.31B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.01B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$1.29B
5
Ameriprise
5
Ameriprise
Minnesota
$1.4B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$126M
2
CWP
2
Capital Wealth Planning
Florida
$832K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.52B
4
Capital World Investors
4
Capital World Investors
California
$432M
5
Bank of America
5
Bank of America
North Carolina
$2.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
2276
Aigen Investment Management
New York
– -$2.04M -13,095 Closed
LMIM
2277
Lockheed Martin Investment Management
Maryland
– -$2.16M -12,966 Closed
BG
2278
Benedetti & Gucer
Georgia
– -$1.96M -12,546 Closed
SI
2279
Saxon Interests
Texas
– -$1.93M -12,361 Closed
PI
2280
PEAK6 Investments
Illinois
– -$1.89M -12,123 Closed
PSC
2281
Portman Square Capital
United Kingdom
– -$1.67M -10,695 Closed
CF
2282
Cantor Fitzgerald
New York
– -$1.64M -10,507 Closed
FMAEN1
2283
Fund Management at Engine No 1
California
– -$1.61M -10,345 Closed
KJWM
2284
Kiley Juergens Wealth Management
Washington
– -$1.57M -10,085 Closed
SFCL
2285
Strengthening Families & Communities LLC
Massachusetts
– -$1.54M -9,896 Closed
PPWP
2286
Proquility Private Wealth Partners
Nevada
– -$1.45M -9,306 Closed
CWAG
2287
Compton Wealth Advisory Group
Virginia
– -$1.39M -8,931 Closed
RCIM
2288
Red Cedar Investment Management
Michigan
– -$1.38M -8,833 Closed
ECU
2289
Eisler Capital (US)
New York
– -$1.18M -7,540 Closed
CCIA
2290
Campbell & Co Investment Adviser
Maryland
– -$1.13M -7,229 Closed
SFA
2291
Souders Financial Advisors
Ohio
– -$1.05M -6,744 Closed
BC
2292
Bridgefront Capital
Texas
– -$1.02M -6,514 Closed
RF
2293
Rollins Financial
Georgia
– -$981K -6,293 Closed
VI
2294
Versor Investments
New York
– -$931K -5,976 Closed
LWM
2295
Laidlaw Wealth Management
New York
– -$817K -5,243 Closed
GCM
2296
Greenland Capital Management
New York
– -$779K -5,000 Closed
GF
2297
Gabelli Funds
New York
– -$779K -5,000 Closed
MCM
2298
McKinley Capital Management
Alaska
– -$773K -4,959 Closed
PFP
2299
Paragon Financial Partners
California
– -$753K -4,831 Closed
MCM
2300
Mork Capital Management
California
– -$751K -4,820 Closed
90 91
92
93 94