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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 %
SWMG
1451
Sard Wealth Management Group
Georgia
$577K +$577K +3,670 New
CLOS
1452
Compagnie Lombard Odier SCmA
Switzerland
$577K +$577K +3,670 New
CIA
1453
Cape Investment Advisory
Georgia
$577K +$85.5K +544 +17%
PAG
1454
Powers Advisory Group
Illinois
$575K +$9.12K +58 +2%
CIC
1455
Cutler Investment Counsel
Oregon
$574K +$250K +1,592 +77%
DAC
1456
Dividend Assets Capital
South Carolina
$572K -$10.1K -64 -2%
BFM
1457
Boothbay Fund Management
New York
$572K +$572K +3,636 New
GL
1458
Graypoint LLC
New York
$570K +$80K +509 +16%
CGL
1459
Clarius Group LLC
Washington
$568K -$279K -1,772 -33%
CAC
1460
Core Alternative Capital
Georgia
$568K -$243K -1,545 -30%
RSA
1461
River Street Advisors
Illinois
$567K +$16.7K +106 +3%
CAL
1462
Capital Analysts LLC
Pennsylvania
$567K -$33.8K -215 -6%
CFP
1463
Catalyst Financial Partners
Massachusetts
$566K -$17.9K -114 -3%
CNFG
1464
Creegan & Nassoura Financial Group
New Hampshire
$566K +$314 +2 +0.1%
DWM
1465
Defined Wealth Management
Oregon
$565K +$5.82K +37 +1%
SPI
1466
Sutton Place Investors
New York
$565K +$565K +3,594 New
FAFN
1467
First Affirmative Financial Network
Colorado
$564K -$5.98K -38 -1%
PPWP
1468
Premier Path Wealth Partners
New Jersey
$562K +$562K +3,574 New
FWCM
1469
Ferguson Wellman Capital Management
Oregon
$562K -$21.1K -134 -4%
FM
1470
Foster & Motley
Ohio
$560K -$52.9K -336 -9%
PFA
1471
Pathway Financial Advisors
Vermont
$560K
DMBA
1472
Deseret Mutual Benefit Administrators
Utah
$559K -$190K -1,211 -25%
LCM
1473
Liberty Capital Management
Michigan
$559K
SAM
1474
Summit Asset Management
Tennessee
$558K -$2.99K -19 -0.5%
LOIP
1475
Live Oak Investment Partners
Texas
$557K -$556K