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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 %
HT
701
Heritage Trust
Oklahoma
$3.64M +$58.5K +372 +2%
WCA
702
Westover Capital Advisors
Delaware
$3.63M -$25.5K -162 -0.7%
SFG
703
Sovereign Financial Group
Connecticut
$3.63M -$59.3K -377 -2%
SFA
704
Semmax Financial Advisors
North Carolina
$3.62M -$340K -2,349 -9%
SC
705
Sepio Capital
Utah
$3.62M -$738K -4,696 -17%
HCA
706
Horan Capital Advisors
Ohio
$3.6M -$91.4K -581 -2%
TFG
707
Tilson Financial Group
New Jersey
$3.6M
NMIMC
708
Northwestern Mutual Investment Management Company
Wisconsin
$3.6M +$10.2K +65 +0.3%
SC
709
Sawyer & Company
Massachusetts
$3.57M -$197K -1,255 -5%
B
710
Bridgeworth
Alabama
$3.53M -$8.49K -54 -0.2%
BRWA
711
B. Riley Wealth Advisors
Florida
$3.53M +$18.6K +118 +0.5%
PBC
712
Pavion Blue Capital
California
$3.53M +$83.5K +531 +2%
P
713
Pitcairn
Pennsylvania
$3.53M -$141K -899 -4%
PS
714
Principal Securities
Iowa
$3.51M +$3.51M +22,306 New
GLA
715
Good Life Advisors
Pennsylvania
$3.5M -$2M -12,708 -36%
BCM
716
Brookmont Capital Management
Texas
$3.47M +$8.49K +54 +0.2%
DRS
717
Deane Retirement Strategies
Louisiana
$3.45M +$16.7K +106 +0.5%
FA
718
FDx Advisors
Illinois
$3.43M -$363K -2,308 -10%
LWANC
719
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.41M -$188K -1,193 -5%
NSAM
720
North Star Asset Management
Wisconsin
$3.41M -$53.9K -343 -2%
GWM
721
GSB Wealth Management
Connecticut
$3.4M -$226K -1,438 -6%
SSWM
722
Smith Salley Wealth Management
North Carolina
$3.4M -$77.5K -493 -2%
SSWM
723
Sheets Smith Wealth Management
North Carolina
$3.39M -$47.2K -300 -1%
MP
724
McDonald Partners
Ohio
$3.39M +$625K +3,972 +23%
SIAP
725
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.38M -$49.8K -317 -1%