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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 %
CIP
1326
Capital Insight Partners
Arizona
$759K -$6.45K -41 -0.8%
ARC
1327
Advisor Resource Council
Texas
$756K +$756K +4,805 New
LSAG
1328
Lake Street Advisors Group
New Hampshire
$755K -$1.82M -11,569 -71%
SFS
1329
Solitude Financial Services
Virginia
$755K -$15.7K -100 -2%
PI
1330
Pettee Investors
Connecticut
$755K +$3.15K +20 +0.4%
EBWM
1331
Eagle Bluffs Wealth Management
Missouri
$755K +$92.1K +586 +14%
AAS
1332
Annex Advisory Services
Wisconsin
$753K -$30.2K -192 -4%
Parallax Volatility Advisers
1333
Parallax Volatility Advisers
California
$751K -$22.4M -142,566 -97%
CSB
1334
City State Bank
Iowa
$748K -$2.2K -14 -0.3%
MIH
1335
Meitav Investment House
Israel
$747K
SAA
1336
Southeast Asset Advisors
Georgia
$746K
BFA
1337
Buttonwood Financial Advisors
Maryland
$745K -$14.1K -90 -2%
LIM
1338
Longfellow Investment Management
Massachusetts
$745K
PWP
1339
Principle Wealth Partners
Connecticut
$743K -$15.9K -101 -2%
FFWA
1340
FRG Family Wealth Advisors
Washington
$742K
WAAG
1341
Wealth Alliance Advisory Group
Kansas
$742K +$196K +1,244 +36%
ML
1342
McAdam LLC
Pennsylvania
$741K +$5.5K +35 +0.7%
STA
1343
Summit Trail Advisors
New York
$739K +$87.6K +557 +13%
IW
1344
Imprint Wealth
South Carolina
$737K +$28.9K +184 +4%
LFA
1345
LifeGuide Financial Advisors
Pennsylvania
$737K -$17K -108 -2%
ZIC
1346
ZWJ Investment Counsel
Georgia
$737K -$111K -703 -13%
AIM
1347
Acropolis Investment Management
Missouri
$735K +$27.5K +175 +4%
TFS
1348
Thoroughbred Financial Services
Tennessee
$734K -$50.9K -324 -6%
FIM
1349
Fernwood Investment Management
Massachusetts
$733K -$47.2K -300 -6%
CBTWT
1350
Community Bank & Trust (Waco, Texas)
Texas
$733K +$88.7K +564 +14%