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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 %
QI
1201
Qtron Investments
Massachusetts
$1.02M +$302K +1,923 +42%
WA
1202
Waverly Advisors
Alabama
$1.01M -$6.13K -39 -0.6%
DI
1203
Diligent Investors
California
$1.01M -$7.86K -50 -0.8%
TIA
1204
Trust Investment Advisors
Indiana
$1M +$3.62K +23 +0.4%
CFG
1205
Cooper Financial Group
California
$1M -$210K -1,333 -17%
KJHP
1206
K.J. Harrison & Partners
Ontario, Canada
$1M +$1M +6,375 New
FPAS
1207
Focus Partners Advisor Solutions
Missouri
$1M -$15.7K -100 -2%
NL
1208
NWAM LLC
Washington
$1,000K +$291K +1,851 +41%
GG
1209
Gleason Group
Kentucky
$999K +$10.4K +66 +1%
RIL
1210
Rothschild Investment LLC
Illinois
$997K +$120K +764 +14%
BCM
1211
Brown Capital Management
Maryland
$992K
FAM
1212
Family Asset Management
South Carolina
$991K -$48.4K -308 -5%
M1FG
1213
Mach-1 Financial Group
Arkansas
$990K +$55.5K +353 +6%
AC
1214
Abbrea Capital
California
$990K -$140K -892 -12%
1SB
1215
1ST Source Bank
Indiana
$989K +$96.5K +614 +11%
MGIA
1216
Moneta Group Investment Advisors
Missouri
$982K -$5.82K -37 -0.6%
CCA
1217
Checchi Capital Advisers
California
$972K -$79.6K -506 -8%
RIA
1218
Realta Investment Advisors
Delaware
$969K -$131K -836 -12%
MSA
1219
Marino Stram & Associates
Massachusetts
$967K +$1.57K +10 +0.2%
BEI
1220
Benjamin Edwards Inc
Missouri
$966K -$127K -810 -12%
MYIA
1221
Mount Yale Investment Advisors
Colorado
$963K +$8.81K +56 +0.9%
PIMG
1222
Patriot Investment Management Group
Tennessee
$961K -$42.8K -272 -4%
TFA
1223
Transamerica Financial Advisors
Florida
$956K -$376K -2,394 -28%
AWM
1224
Affinity Wealth Management
Delaware
$951K
BTI
1225
Blue Trust Inc
Georgia
$950K +$37.7K +242 +4%