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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 %
TCM
1226
Tradewinds Capital Management
Washington
$949K
TWP
1227
Tyche Wealth Partners
Texas
$944K +$944K +6,004 New
LIA
1228
LS Investment Advisors
Michigan
$943K +$943K +6,000 New
PTC
1229
Private Trust Company
Ohio
$939K -$43.9K -279 -4%
CC
1230
Corton Capital
Ontario, Canada
$939K +$279K +1,775 +42%
BBNA
1231
Bremer Bank National Association
Minnesota
$936K
CBT
1232
Central Bank & Trust
Kentucky
$934K +$16.2K +103 +2%
BFM
1233
Boston Financial Management
Massachusetts
$934K +$934K +5,940 New
BAM
1234
Byrne Asset Management
New Jersey
$925K +$925K +5,900 New
LCWP
1235
Legacy Capital Wealth Partners
Arkansas
$924K -$329K -2,092 -26%
FCM
1236
Fourpath Capital Management
Oklahoma
$922K -$43.6K -277 -5%
LC
1237
LCNB Corp
Ohio
$921K -$629 -4 -0.1%
BMCM
1238
Bryn Mawr Capital Management
Pennsylvania
$917K -$1.2M -7,603 -57%
CF
1239
Centaurus Financial
California
$917K +$15.1K +96 +2%
WCM
1240
Weaver Capital Management
Georgia
$915K +$915K +5,822 New
IP
1241
Intellectus Partners
California
$913K +$77.8K +495 +9%
NG
1242
Northstar Group
New York
$912K -$97.3K -619 -10%
MWM
1243
Massachusetts Wealth Management
Massachusetts
$910K +$3.93K +25 +0.4%
IRC
1244
Investors Research Corp
Georgia
$910K
QCG
1245
Quadrant Capital Group
Ohio
$909K +$54.2K +345 +6%
FAIM
1246
Financial Advocates Investment Management
Washington
$903K -$13.8K -88 -2%
TCM
1247
Traynor Capital Management
Pennsylvania
$903K -$11.2K -71 -1%
PWW
1248
Pettyjohn Wood & White
Virginia
$902K -$7.86K -50 -0.9%
CAAS
1249
Capital Asset Advisory Services
Michigan
$901K -$71.5K -455 -7%
WANY
1250
Wealthspire Advisors (New York)
New York
$895K +$123K +783 +16%