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United Parcel Service

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
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
526
HB Wealth Management
Georgia
$6.33M -$153K -971 -2%
HAI
527
Hennessy Advisors Inc
California
$6.32M -$236K -1,500 -4%
BS
528
Banco Santander
Spain
$6.3M +$4.97M +31,638 +376%
AWAG
529
ARS Wealth Advisors Group
Florida
$6.28M -$23.4K -149 -0.4%
SHGA
530
Sand Hill Global Advisors
California
$6.26M -$76.4K -486 -1%
BCM
531
Birch Capital Management
Texas
$6.25M +$633K +4,023 +11%
LBC
532
Lowe Brockenbrough & Co
Virginia
$6.24M -$1.6M -10,152 -20%
RCA
533
Riverview Capital Advisers
Massachusetts
$6.23M -$18.9K -120 -0.3%
HL
534
HeadInvest LLC
Maine
$6.22M -$224K -1,423 -3%
IIC
535
Ironwood Investment Counsel
Arizona
$6.22M -$106K -674 -2%
HSA
536
HBK Sorce Advisory
Pennsylvania
$6.2M -$229K -1,458 -4%
MMA
537
Miracle Mile Advisors
California
$6.12M +$6.12M +38,927 New
MIA
538
MainStreet Investment Advisors
Illinois
$6.1M -$323K -2,053 -5%
EFIC
539
Eliot Finkel Investment Counsel
California
$6.06M -$168K -1,070 -3%
GCM
540
Garland Capital Management
Washington
$6.05M -$277K -1,764 -4%
AFG
541
Albion Financial Group
Utah
$6.05M -$179K -1,140 -3%
GVAG
542
Great Valley Advisor Group
Delaware
$6.03M -$99.8K -635 -2%
RP
543
Rowlandmiller & Partners
Georgia
$5.98M +$67K +426 +1%
EIA
544
Eastover Investment Advisors
North Carolina
$5.96M +$204K +1,298 +4%
DIA
545
Dean Investment Associates
Ohio
$5.96M -$714K -4,542 -11%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$5.96M -$205K -1,305 -3%
BONH
547
Bank of New Hampshire
New Hampshire
$5.95M
CAI
548
Capital Advisors Inc
Oklahoma
$5.93M +$5.93M +37,725 New
NMERB
549
New Mexico Educational Retirement Board
New Mexico
$5.92M
ECM
550
EagleClaw Capital Management
Massachusetts
$5.91M +$96.7K +615 +2%