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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
+$1.33B
2
Morgan Stanley
Morgan Stanley
New York
+$1.28B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$411M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$242M
5
Ameriprise
Ameriprise
Minnesota
+$205M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$595M
2
CWP
Capital Wealth Planning
Florida
-$345M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
4
Capital World Investors
Capital World Investors
California
-$149M
5
Bank of America
Bank of America
North Carolina
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
726
Cyndeo Wealth Partners
Florida
$3.36M +$5.03K +32 +0.1%
AWE
727
Avidian Wealth Enterprises
Texas
$3.35M +$7.08K +45 +0.2%
BMA
728
Brooks Moore & Associates
Tennessee
$3.34M +$88.2K +561 +3%
EFH
729
Eaton Financial Holdings
Florida
$3.34M +$522K +3,320 +19%
AUB
730
Atlantic Union Bankshares
Virginia
$3.34M -$618K -3,929 -16%
LRPA
731
L. Roy Papp & Associates
Arizona
$3.31M -$421K -2,675 -11%
NERM
732
New England Research & Management
Illinois
$3.3M +$7.08K +45 +0.2%
OPTFSNA
733
Old Point Trust & Financial Services N A
Virginia
$3.29M +$111K +705 +3%
CA
734
Commerzbank Aktiengesellschaft
Germany
$3.26M +$260K +1,653 +9%
PFS
735
Physicians Financial Services
North Carolina
$3.25M -$68.6K -436 -2%
FTC
736
Farmers Trust Company
Ohio
$3.23M +$3.62K +23 +0.1%
PCIA
737
Prime Capital Investment Advisors
Kansas
$3.21M +$98.9K +629 +3%
PCTC
738
Perkins Coie Trust Company
Washington
$3.18M +$110K +698 +4%
VAS
739
Vestmark Advisory Solutions
Massachusetts
$3.18M -$230K -1,464 -7%
TPCW
740
TD Private Client Wealth
New York
$3.18M -$585K -3,719 -16%
AF
741
Allworth Financial
California
$3.17M -$150K -953 -5%
SP
742
SWS Partners
Ohio
$3.17M +$387K +2,460 +14%
RC
743
Roundview Capital
New Jersey
$3.17M -$254K -1,613 -7%
Wealthfront Advisers
744
Wealthfront Advisers
California
$3.17M +$844K +5,367 +36%
AAMA
745
Advanced Asset Management Advisors
Ohio
$3.14M – – –
DAS
746
Dynamic Advisor Solutions
Arizona
$3.14M +$177K +1,116 +6%
IMRF
747
Illinois Municipal Retirement Fund
Illinois
$3.14M – – –
UOC
748
UBS O'Connor
Illinois
$3.13M +$3.13M +19,900 New
QCM
749
Qsemble Capital Management
New York
$3.12M +$3.12M +19,838 New
PAM
750
Palisade Asset Management
Minnesota
$3.12M -$3.77K -24 -0.1%
28 29
30
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