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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 %
FPWM
1801
FSB Premier Wealth Management
Iowa
$299K +$12.9K +82 +5%
HAS
1802
HBW Advisory Services
California
$299K -$4.09K -26 -1%
AA
1803
Alta Advisers
United Kingdom
$299K – – –
EW
1804
Evexia Wealth
Wisconsin
$298K +$31.9K +225 +12%
FA
1805
Faithward Advisors
Pennsylvania
$296K +$34.2K +246 +13%
OL
1806
Optas LLC
Texas
$295K +$17.3K +110 +6%
TAM
1807
Tucker Asset Management
Colorado
$295K +$44.3K +282 +18%
LIM
1808
Leavell Investment Management
Alabama
$294K -$36.8K -234 -11%
WMA
1809
Wealth Management Associates
New Jersey
$293K +$629 +4 +0.2%
TPWA
1810
TRUE Private Wealth Advisors
Oregon
$292K -$314 -2 -0.1%
PCP
1811
Proficio Capital Partners
Massachusetts
$291K -$8.33K -53 -3%
CCP
1812
Carmel Capital Partners
California
$290K +$77.7K +494 +37%
LB
1813
Legacy Bridge
Iowa
$289K – – –
PRWA
1814
Platte River Wealth Advisors
Colorado
$289K – – –
EFSCE
1815
Enterprise Financial Services Corp (EFSC)
Missouri
$288K -$29.4K -187 -9%
DA
1816
Drake & Associates
Wisconsin
$287K – – –
SN
1817
Sittner & Nelson
Oregon
$284K -$15.9K -101 -5%
FA
1818
Fiducient Advisors
Illinois
$284K +$284K +1,805 New
FEM
1819
Fulcrum Equity Management
Texas
$283K -$45.3K -288 -14%
AFP
1820
Alpha Financial Partners
Kentucky
$282K +$31.8K +202 +13%
PTP
1821
Platform Technology Partners
New York
$282K +$7.81K +53 +3%
ST
1822
Somerset Trust
Pennsylvania
$281K -$71.9K -457 -20%
CWM
1823
Calamos Wealth Management
Illinois
$281K +$5.19K +33 +2%
GF
1824
Gimbal Financial
Indiana
$281K +$281K +1,785 New
MFGM
1825
Marshall Financial Group (Maryland)
Maryland
$279K -$10.1K -64 -3%
71 72
73
74 75