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United Parcel Service
UPS

2,260 hedge funds and large institutions have $81.9B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 794 increasing their positions, 1,000 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 152

34% more call options, than puts

Call options by funds: $2.83B | Put options by funds: $2.11B

3% more funds holding

Funds holding: 2,200 → 2,260 (+60)

2.04% more ownership

Funds ownership: 70.01% → 72.06% (+2%)

4% more capital invested

Capital invested by funds: $78.8B → $81.9B (+$3.09B)

12% less funds holding in top 10

Funds holding in top 10: 52 → 46 (-6)

21% less repeat investments, than reductions

Existing positions increased: 794 | Existing positions reduced: 1,000

Holders
2,260
Holders Change
+60
Holders Change %
+2.73%
% of All Funds
32.94%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
248
Increased
794
Reduced
1,000
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.28B
2
Morgan Stanley
Morgan Stanley
New York
+$1.23B
3
JP Morgan Chase
JP Morgan Chase
New York
+$395M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$197M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$572M
2
CWP
Capital Wealth Planning
Florida
-$332M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
4
Capital World Investors
Capital World Investors
California
-$144M
5
Bank of America
Bank of America
North Carolina
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
2301
Strengthening Families & Communities LLC
Massachusetts
– -$1.54M -9,896 Closed
PPWP
2302
Proquility Private Wealth Partners
Nevada
– -$1.45M -9,306 Closed
CWAG
2303
Compton Wealth Advisory Group
Virginia
– -$1.39M -8,931 Closed
RCIM
2304
Red Cedar Investment Management
Michigan
– -$1.38M -8,833 Closed
ECU
2305
Eisler Capital (US)
New York
– -$1.14M -7,540 Closed
CCIA
2306
Campbell & Co Investment Adviser
Maryland
– -$1.13M -7,229 Closed
SFA
2307
Souders Financial Advisors
Ohio
– -$1.05M -6,744 Closed
BC
2308
Bridgefront Capital
Texas
– -$1.02M -6,514 Closed
RF
2309
Rollins Financial
Georgia
– -$981K -6,293 Closed
VI
2310
Versor Investments
New York
– -$931K -5,976 Closed
LWM
2311
Laidlaw Wealth Management
New York
– -$817K -5,243 Closed
GF
2312
Gabelli Funds
New York
– -$779K -5,000 Closed
GCM
2313
Greenland Capital Management
New York
– -$779K -5,000 Closed
MCM
2314
McKinley Capital Management
Alaska
– -$773K -4,959 Closed
PFP
2315
Paragon Financial Partners
California
– -$753K -4,831 Closed
MCM
2316
Mork Capital Management
California
– -$751K -4,820 Closed
LAS
2317
Lloyd Advisory Services
Georgia
– -$725K -4,652 Closed
SEC
2318
Seven Eight Capital
New York
– -$715K -4,589 Closed
MM
2319
MQS Management
New York
– -$695K -4,461 Closed
CAS
2320
CTC Alternative Strategies
Illinois
– -$686K -4,400 Closed
SA
2321
SRN Advisors
Pennsylvania
– -$646K -4,143 Closed
KW
2322
KWB Wealth
California
– -$726K -4,051 Closed
CAGAS
2323
Capital Advisory Group Advisory Services
Minnesota
– -$619K -3,971 Closed
TF
2324
Trek Financial
Arizona
– -$616K -3,950 Closed
VC
2325
Vicus Capital
Pennsylvania
– -$575K -3,687 Closed
91 92
93
94 95

UPS Hedge Fund Activity: Q4 2023 in Review

2,260 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2023, worth a combined $81.9B — up 3.9% from $78.8B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new UPS positions and 152 closed out — a net gain of 96 holders — while 794 added to existing stakes and 1,000 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.28B. The largest seller was Capital Research Global Investors, cutting an estimated $572M.

  • 2,260 institutional investors held United Parcel Service (UPS) as of Q4 2023, up from 2,200 in Q3 2023.
  • Funds reported $81.9B of United Parcel Service stock for Q4 2023, up 3.9% quarter-over-quarter.
  • 248 funds opened new United Parcel Service positions in Q4 2023 and 152 closed out, a net change of +96 holders.
  • The largest United Parcel Service buyer in Q4 2023 was Wellington Management Group, an estimated $1.28B added.
  • The largest United Parcel Service seller in Q4 2023 was Capital Research Global Investors, an estimated $572M sold.

Based on aggregated 13F filings for Q4 2023.