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United Parcel Service
UPS

Overview Fund Activity

2,198 hedge funds and large institutions have $76.1B invested in United Parcel Service in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 979 increasing their positions, 836 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,198
Holders Change
-47
Holders Change %
-2.09%
% of All Funds
31.86%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
148
Increased
979
Reduced
836
Closed
168
Calls
$2.86B
Puts
$2.53B
Net Calls
+$336M
Net Calls Change
-$388M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$2.82B
2
UBS Group
UBS Group
Switzerland
$923M
3
Ameriprise
Ameriprise
Minnesota
$1.5B
4
Bank of America
Bank of America
North Carolina
$2.05B
5
State Street
State Street
Massachusetts
$4.31B

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Morgan Stanley
Morgan Stanley
New York
$1.07B
3
Vanguard Group
Vanguard Group
Pennsylvania
$9.43B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$70.6M
5
Citadel Advisors
Citadel Advisors
Florida
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APG
2326
Abacus Planning Group
South Carolina
– -$202K -1,285 Closed
VWM
2327
Vigilare Wealth Management
Arizona
– -$202K -1,285 Closed
BCA
2328
Bay Colony Advisors
Massachusetts
– -$202K -1,284 Closed
LAM
2329
Lifestyle Asset Management
Texas
– -$202K -1,284 Closed
KWS
2330
Keystone Wealth Services
California
– -$201K -1,276 Closed
WFI
2331
West Family Investments
California
– -$200K -1,274 Closed
GWS
2332
Glassman Wealth Services
Virginia
– -$186K -1,180 Closed
MSWM
2333
McGlone Suttner Wealth Management
Wisconsin
– -$169K -1,072 Closed
PS
2334
Planned Solutions
California
– -$168K -1,070 Closed
CCM
2335
CAAS Capital Management
New York
– -$157K -1,000 Closed
A
2336
AJOVista
Massachusetts
– -$156K -990 Closed
GG
2337
Greenwood Gearhart
Arkansas
– -$152K -965 Closed
RFA
2338
Resurgent Financial Advisors
Georgia
– -$144K -916 Closed
LF
2339
Lee Financial
Texas
– -$134K -852 Closed
ACM
2340
Accent Capital Management
Ohio
– -$121K -770 Closed
MIM
2341
Meridiem Investment Management
United Kingdom
– -$112K -710 Closed
TCWA
2342
Turtle Creek Wealth Advisors
Texas
– -$101K -641 Closed
RIM
2343
Rockbridge Investment Management
New York
– -$98.1K -624 Closed
ODG
2344
O'Dell Group
Ohio
– -$96K -610 Closed
ORAM
2345
One River Asset Management
Connecticut
– -$95.4K -607 Closed
SA
2346
Scarborough Advisors
Maryland
– -$87.1K -554 Closed
HFM
2347
Harvest Fund Management
China
– -$69K -436 Closed
WOC
2348
West Oak Capital
California
– -$57K -362 Closed
HIM
2349
Hillsdale Investment Management
Ontario, Canada
– -$32.1K -204 Closed
BCM
2350
Bourgeon Capital Management
Connecticut
– -$31.4K -200 Closed
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