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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 %
AWS
551
Atria Wealth Solutions
New York
$5.91M +$112K +712 +2%
ZB
552
Zions Bancorporation
Utah
$5.91M -$765K -4,866 -11%
AAS
553
Avantax Advisory Services
Texas
$5.9M +$681K +4,334 +13%
SFI
554
Siemens Fonds Invest
Germany
$5.86M +$847K +5,386 +17%
IWM
555
Iams Wealth Management
Nebraska
$5.86M -$7.39K -47 -0.1%
IPW
556
Inlet Private Wealth
Florida
$5.86M -$118K -750 -2%
CB
557
Cadence Bank
Mississippi
$5.86M -$38.1K -242 -0.6%
CSPIA
558
Cary Street Partners Investment Advisory
Virginia
$5.83M +$130K +829 +2%
CGH
559
CMG Global Holdings
Texas
$5.83M -$882 -6 -0%
Man Group
560
Man Group
United Kingdom
$5.8M +$5.8M +36,875 New
ASN
561
Advisory Services Network
Georgia
$5.77M +$573K +3,647 +11%
WT
562
Whittier Trust
California
$5.72M -$59.1K -376 -1%
GBWM
563
Granite Bay Wealth Management
New Hampshire
$5.72M
Capital Fund Management (CFM)
564
Capital Fund Management (CFM)
France
$5.71M -$41.9M -266,408 -88%
IIM
565
INTECH Investment Management
Florida
$5.67M -$2.12M -13,505 -27%
JIC
566
Johnson Investment Counsel
Ohio
$5.66M -$53.8K -342 -0.9%
Capstone Investment Advisors
567
Capstone Investment Advisors
New York
$5.59M -$3.17M -20,133 -36%
EAM
568
Erste Asset Management
Austria
$5.59M +$2.48M +15,769 +80%
BRM
569
Boston Research & Management
Massachusetts
$5.58M +$280K +1,782 +5%
NB
570
Northwest Bancshares
Pennsylvania
$5.57M +$296K +1,883 +6%
BFS
571
Bard Financial Services
Connecticut
$5.55M -$19.7K -125 -0.4%
AC
572
Albar Capital
United Kingdom
$5.49M +$5.49M +34,895 New
SCA
573
Snowden Capital Advisors
New York
$5.48M -$428K -2,725 -7%
PP
574
PDS Planning
Ohio
$5.47M +$17.5K +111 +0.3%
AMI
575
Amica Mutual Insurance
Rhode Island
$5.46M -$3.23M -20,566 -37%