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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 %
WGAM
1401
Wilkinson Global Asset Management
New York
$647K +$68.4K +435 +12%
SQA
1402
Simon Quick Advisors
New Jersey
$646K +$35.4K +225 +6%
WC
1403
Whitney & Co
New York
$645K -$2.2K -14 -0.3%
CIA
1404
Cladis Investment Advisory
Montana
$640K +$155K +987 +32%
DDC
1405
DF Dent & Co
Maryland
$639K -$526K -3,344 -45%
PWPS
1406
Pinnacle Wealth Planning Services
Ohio
$638K -$22.3K -142 -3%
CAWM
1407
Capital Advisors Wealth Management
Washington
$637K -$2.83K -18 -0.4%
CPIG
1408
Chicago Partners Investment Group
Illinois
$637K -$25.7K -164 -4%
PFWA
1409
Paces Ferry Wealth Advisors
Georgia
$634K -$7.7K -49 -1%
ESBC
1410
E.S. Barr & Co
Kentucky
$633K -$1.1K -7 -0.2%
DF
1411
Donoghue Forlines
Massachusetts
$631K -$62.6K -398 -9%
PWMG
1412
Provence Wealth Management Group
California
$631K +$103K +656 +20%
SAM
1413
S.A. Mason
Michigan
$631K -$15.7K -100 -2%
EWA
1414
EverSource Wealth Advisors
Alabama
$626K +$22.2K +141 +4%
DAM
1415
Diamant Asset Management
Connecticut
$625K
SIM
1416
Studio Investment Management
Illinois
$625K +$294K +1,871 +89%
KCM
1417
Kanawha Capital Management
Virginia
$625K +$1.73K +11 +0.3%
C
1418
CEDRUS
Colorado
$620K +$620K +3,946 New
WEG
1419
World Equity Group
Illinois
$620K -$178K -1,134 -22%
FDS
1420
First Dallas Securities
Texas
$620K +$620K +3,941 New
APWM
1421
Atlas Private Wealth Management
New York
$619K +$31.9K +203 +5%
Group One Trading
1422
Group One Trading
Illinois
$618K -$1.07M -6,813 -63%
IWA
1423
IVC Wealth Advisors
Pennsylvania
$618K -$313K -1,989 -34%
MAG
1424
MRA Advisory Group
New Jersey
$618K +$70.8K +450 +13%
CFMC
1425
Curbstone Financial Management Corp
New Hampshire
$618K +$7.86K +50 +1%