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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 %
BCG
1476
Breakwater Capital Group
New Jersey
$557K +$20.1K +127 +4%
PIM
1477
Profit Investment Management
Maryland
$557K
DIA
1478
Dana Investment Advisors
Wisconsin
$556K -$21.7K -138 -4%
FLI
1479
Family Legacy Inc
South Carolina
$555K -$6.29K -40 -1%
PK
1480
Pflug Koory
Nebraska
$553K
CP
1481
Covenant Partners
Tennessee
$553K -$1.89K -12 -0.3%
CVA
1482
Central Valley Advisors
California
$553K +$553K +3,515 New
IGWM
1483
ICA Group Wealth Management
Colorado
$552K +$15.2K +97 +3%
TCA
1484
Transcend Capital Advisors
New Jersey
$551K -$45.1K -287 -8%
DWM
1485
Drive Wealth Management
Utah
$550K +$31.8K +202 +6%
KWM
1486
Kolinsky Wealth Management
New Jersey
$549K -$15.9K -101 -3%
OR
1487
Olympiad Research
Connecticut
$541K +$312K +1,984 +136%
AI
1488
AXS Investments
New York
$541K +$629 +4 +0.1%
SOS
1489
Silver Oak Securities
Tennessee
$541K +$541K +3,441 New
RBC
1490
Roble Belko & Company
Pennsylvania
$540K +$157 +1 +0%
BWS
1491
Buck Wealth Strategies
Colorado
$540K +$20.3K +129 +4%
GWA
1492
Gratus Wealth Advisors
Virginia
$539K +$539K +3,425 New
LWAM
1493
Legacy Wealth Asset Management
Minnesota
$537K +$1.42K +9 +0.3%
WPA
1494
West Paces Advisors
Georgia
$536K -$149K -947 -22%
AM
1495
AGF Management
Ontario, Canada
$535K -$5.51M -35,070 -91%
AWM
1496
Accurate Wealth Management
Florida
$535K -$12.9K -81 -2%
PWM
1497
Palumbo Wealth Management
New York
$535K -$60.7K -386 -10%
SWM
1498
Segment Wealth Management
Texas
$534K +$77K +490 +17%
GEA
1499
Glen Eagle Advisors
New Jersey
$534K -$18.9K -120 -3%
WTB
1500
Washington Trust Bank
Washington
$532K +$79.9K +508 +18%