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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 %
PWP
1351
Precedent Wealth Partners
Texas
$727K +$727K +4,627 New
SVWAG
1352
Sound View Wealth Advisors Group
Georgia
$726K +$48.4K +308 +7%
SMC
1353
Smith, Moore & Co
Missouri
$723K -$108K -689 -13%
DFG
1354
Delta Financial Group
New Jersey
$720K -$19.5K -124 -3%
ACM
1355
Allred Capital Management
Texas
$709K -$786 -5 -0.1%
TPI
1356
Trust Point Inc
Wisconsin
$708K +$708K +4,506 New
AWG
1357
Altus Wealth Group
Colorado
$707K +$91.2K +580 +15%
BFO
1358
Boston Family Office
Massachusetts
$706K -$220K -1,401 -24%
JFGIW
1359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$703K -$454K -2,885 -39%
GWM
1360
Geneos Wealth Management
Colorado
$699K -$361K -2,297 -34%
WFA
1361
WestHill Financial Advisors
California
$699K +$157 +1 +0%
Jones Financial Companies
1362
Jones Financial Companies
Missouri
$695K +$314K +1,996 +82%
EWM
1363
Evermay Wealth Management
Virginia
$691K +$786 +5 +0.1%
KA
1364
Kovack Advisors
Florida
$690K +$18.4K +117 +3%
CA
1365
Continuum Advisory
Idaho
$687K +$45.1K +287 +7%
TWM
1366
Thrive Wealth Management
Pennsylvania
$686K -$26.3K -167 -4%
NG
1367
Norden Group
Utah
$685K -$46.7K -297 -6%
GJWM
1368
Gilliland Jeter Wealth Management
Arkansas
$684K +$684K +4,348 New
IP
1369
Ignite Planners
California
$683K +$13.8K +87 +2%
HPC
1370
HM Payson & Co
Maine
$682K -$81.8K -520 -11%
GFA
1371
Gallagher Fiduciary Advisors
Illinois
$681K +$48.9K +311 +8%
VCM
1372
Virtue Capital Management
Tennessee
$680K +$79.9K +505 +13%
GA
1373
Geller Advisors
New York
$680K -$943 -6 -0.1%
JWA
1374
JFS Wealth Advisors
Pennsylvania
$678K -$7.23K -46 -1%
RA
1375
RFG Advisory
Alabama
$678K -$798K -5,078 -54%