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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 %
ISWM
1426
Independent Solutions Wealth Management
New York
$616K -$437K -2,777 -41%
IGAM
1427
iA Global Asset Management
Quebec, Canada
$615K -$1.28M -8,167 -68%
LC
1428
Lavaca Capital
Texas
$613K -$29.7K -189 -5%
OTPPB
1429
Ontario Teachers' Pension Plan Board
Ontario, Canada
$612K -$1.86M -11,839 -75%
LWM
1430
Liberty Wealth Management
California
$612K -$18K -110 -3%
FWTB
1431
First Western Trust Bank
Colorado
$609K +$292K +1,855 +92%
WAS
1432
Wealth Advisory Solutions
Indiana
$606K -$621K -3,948 -51%
CWI
1433
Conscious Wealth Investments
Florida
$602K +$602K +3,767 New
BWM
1434
Biltmore Wealth Management
Arizona
$601K +$6.29K +40 +1%
TBNY
1435
Trustco Bank (New York)
New York
$601K -$15.7K -100 -3%
WJWM
1436
Williams Jones Wealth Management
New York
$600K -$25K -159 -4%
MIM
1437
MTM Investment Management
South Carolina
$600K -$118K -748 -16%
SIM
1438
Sentry Investment Management
Wisconsin
$596K -$64K -407 -10%
WQ
1439
Wealth Quarterback
New Jersey
$595K -$20.6K -131 -3%
SCI
1440
S&CO Inc
Massachusetts
$592K
PPC
1441
Park Place Capital
Alabama
$592K -$196K -1,249 -25%
DGAM
1442
Desjardins Global Asset Management
Quebec, Canada
$592K -$14K -89 -2%
HCM
1443
Hodges Capital Management
Texas
$588K -$435K -2,768 -43%
OWA
1444
Octavia Wealth Advisors
Ohio
$587K -$5.35K -34 -0.9%
DW
1445
Durante & Waters
New York
$587K +$587K +3,733 New
PFBT
1446
Parkside Financial Bank & Trust
Missouri
$585K +$63.2K +402 +12%
OWP
1447
Obermeyer Wealth Partners
Colorado
$584K -$33.6K -214 -5%
SAM
1448
Smartleaf Asset Management
Massachusetts
$580K +$580K +3,705 New
Caisse de Depot et Placement du Quebec (CDPQ)
1449
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$579K -$3.15M -20,008 -84%
A
1450
AlphaQuest
New York
$578K +$578K +3,674 New