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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 %
PWM
601
Perigon Wealth Management
California
$4.85M -$457K -2,906 -9%
HAG
602
HighPoint Advisor Group
Illinois
$4.84M +$4.84M +30,912 New
CAM
603
Columbia Asset Management
Michigan
$4.83M -$481K -3,058 -9%
DILIC
604
Dai-ichi Life Insurance Company
Japan
$4.81M -$94.8K -603 -2%
SC
605
Savant Capital
Illinois
$4.79M +$144K +916 +3%
ABC
606
Associated Banc-Corp
Wisconsin
$4.79M +$194K +1,233 +4%
BSW
607
Buckingham Strategic Wealth
Missouri
$4.76M -$492K -3,128 -9%
MG
608
Mather Group
Illinois
$4.75M -$4.25K -27 -0.1%
VCM
609
Vision Capital Management
Oregon
$4.73M +$14.6K +93 +0.3%
FVWA
610
Foster Victor Wealth Advisors
South Carolina
$4.73M +$299K +1,871 +7%
CK
611
Cohen Klingenstein
New York
$4.71M
Credit Agricole
612
Credit Agricole
France
$4.71M +$3.5M +22,249 +288%
OAM
613
Ostrum Asset Management
France
$4.7M -$33.8K -215 -0.7%
NC
614
NewSquare Capital
Pennsylvania
$4.7M +$137K +885 +3%
MPAM
615
Murphy Pohlad Asset Management
Minnesota
$4.68M -$550K -3,500 -11%
RDWM
616
Red Door Wealth Management
Tennessee
$4.66M -$11K -70 -0.2%
M
617
MOTCO
Texas
$4.65M -$426K -2,712 -8%
MLICM
618
Metropolitan Life Insurance Company (MetLife)
New York
$4.63M -$76.3K -485 -2%
QPBE
619
Quintet Private Bank (Europe)
Luxembourg
$4.62M -$174K -1,107 -4%
HCM
620
Horrell Capital Management
Arkansas
$4.6M +$14.8K +94 +0.3%
SC
621
Stolper & Co
Oklahoma
$4.58M +$42.3K +269 +0.9%
BFG
622
Beacon Financial Group
Texas
$4.57M -$87.4K -556 -2%
NW
623
NewEdge Wealth
Pennsylvania
$4.56M -$7.18M -45,660 -61%
ECM
624
Everence Capital Management
Indiana
$4.54M +$119K +755 +3%
CCM
625
Coldstream Capital Management
Washington
$4.53M +$385K +2,451 +9%