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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 %
CFG
1376
CKW Financial Group
Hawaii
$676K
E3F
1377
Eight 31 Financial
Texas
$675K +$675K +4,292 New
SWM
1378
Salvus Wealth Management
New Jersey
$674K -$3.77K -24 -0.6%
LWCFA
1379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$674K -$26.5K -187 -4%
RAG
1380
RIA Advisory Group
Iowa
$673K +$598K +15,925 +799%
CPC
1381
Cookson Peirce & Co
Pennsylvania
$669K +$18.4K +117 +3%
PI
1382
Putnam Investments
Massachusetts
$669K -$4.56K -29 -0.7%
CCM
1383
Cohen Capital Management
California
$668K
SWM
1384
Shakespeare Wealth Management
Wisconsin
$668K -$1.26K -8 -0.2%
WPW
1385
Waldron Private Wealth
Pennsylvania
$666K +$119K +754 +22%
OC
1386
Oakworth Capital
Alabama
$666K +$63.5K +404 +11%
VIM
1387
Vista Investment Management
Pennsylvania
$665K +$38.8K +247 +6%
FCFC
1388
First Commonwealth Financial Corp
Pennsylvania
$664K +$102K +650 +18%
CG
1389
Corundum Group
Colorado
$661K -$382K -2,428 -37%
TCWM
1390
Total Clarity Wealth Management
Illinois
$661K +$284K +1,807 +75%
GWM
1391
Greenwich Wealth Management
Connecticut
$660K +$5.66K +36 +0.9%
OFG
1392
OmniStar Financial Group
North Carolina
$660K -$38.7K -246 -6%
GAG
1393
GM Advisory Group
New York
$658K +$122K +779 +23%
VNA
1394
Valley National Advisers
Pennsylvania
$657K +$55.1K +351 +9%
TGAM
1395
TBH Global Asset Management
Tennessee
$655K +$20.1K +128 +3%
DBG
1396
De Burlo Group
Massachusetts
$654K
CC
1397
Cornerstone Capital
California
$653K +$129K +820 +25%
XWM
1398
Xcel Wealth Management
Florida
$652K -$123K -785 -16%
RL
1399
Rogco LP
Oklahoma
$649K -$31.3K -199 -5%
SHFA
1400
SC&H Financial Advisors
Maryland
$647K