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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 %
LAS
2301
Lloyd Advisory Services
Georgia
– -$725K -4,652 Closed
SEC
2302
Seven Eight Capital
New York
– -$715K -4,589 Closed
MM
2303
MQS Management
New York
– -$695K -4,461 Closed
CAS
2304
CTC Alternative Strategies
Illinois
– -$686K -4,400 Closed
SA
2305
SRN Advisors
Pennsylvania
– -$646K -4,143 Closed
KW
2306
KWB Wealth
California
– -$726K -4,051 Closed
CAGAS
2307
Capital Advisory Group Advisory Services
Minnesota
– -$619K -3,971 Closed
TF
2308
Trek Financial
Arizona
– -$616K -3,950 Closed
VC
2309
Vicus Capital
Pennsylvania
– -$575K -3,687 Closed
TNAM
2310
Terra Nova Asset Management
New York
– -$650K -3,626 Closed
CA
2311
Corrado Advisors
New Jersey
– -$561K -3,602 Closed
AAM
2312
Alphadyne Asset Management
New York
– -$501K -3,214 Closed
RW
2313
REDW Wealth
New Mexico
– -$484K -3,107 Closed
SEM
2314
Strategic Equity Management
Arizona
– -$471K -3,023 Closed
LFM
2315
Lumina Fund Management
New York
– -$468K -3,000 Closed
SCP
2316
Syntal Capital Partners
Texas
– -$447K -2,869 Closed
GCP
2317
Garda Capital Partners
Minnesota
– -$441K -2,827 Closed
SC
2318
SRB Corp
Massachusetts
– -$433K -2,775 Closed
MW
2319
MBL Wealth
North Carolina
– -$410K -2,630 Closed
BWA
2320
Blodgett Wealth Advisors
California
– -$408K -2,617 Closed
PTC
2321
Petrus Trust Company
Texas
– -$399K -2,557 Closed
KAM
2322
Knightsbridge Asset Management
California
– -$398K -2,553 Closed
Point72 Asset Management
2323
Point72 Asset Management
Connecticut
– -$392K -2,514 Closed
CC
2324
Centiva Capital
New York
– -$390K -2,502 Closed
DIA
2325
Davidson Investment Advisors
Montana
– -$369K -2,368 Closed
91 92
93
94 95