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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 %
CAM
1501
Cidel Asset Management
Ontario, Canada
$531K +$531K +3,378 New
ZF
1502
Zhang Financial
Michigan
$531K -$50.9K -324 -9%
TNB
1503
Thomasville National Bank
Georgia
$530K -$8.02K -51 -1%
ERWM
1504
Elk River Wealth Management
Colorado
$529K -$102K -650 -16%
VIP
1505
Vista Investment Partners
Oklahoma
$529K +$529K +3,364 New
AIC
1506
Archer Investment Corporation
Indiana
$529K -$15.7K -100 -3%
FMB
1507
Field & Main Bank
Kentucky
$528K -$75.5K -480 -13%
SCM
1508
Stevens Capital Management
Pennsylvania
$528K +$528K +3,359 New
RFN
1509
RDA Financial Network
Iowa
$528K +$78K +496 +17%
SP
1510
Stablepoint Partners
Massachusetts
$528K +$528K +3,356 New
IIM
1511
Ipswich Investment Management
Massachusetts
$527K -$498K -3,168 -49%
MBT
1512
Montecito Bank & Trust
California
$525K -$72.3K -460 -12%
TPW
1513
Transatlantique Private Wealth
New York
$524K -$4.09K -26 -0.8%
ALAM
1514
Asahi Life Asset Management
Japan
$523K +$46.4K +295 +10%
IA
1515
IFG Advisors
Missouri
$522K -$43.9K -279 -8%
SIC
1516
Sterling Investment Counsel
New York
$522K -$2.04K -13 -0.4%
HI
1517
Human Investing
Oregon
$520K -$108K -689 -17%
V
1518
ViaWealth
Kansas
$520K
RFG
1519
Range Financial Group
Oregon
$520K +$8.49K +54 +2%
PWP
1520
Private Wealth Partners
California
$519K +$78.6K +500 +18%
MWA
1521
Meridian Wealth Advisors
Texas
$518K
CG
1522
Clifford Group
Massachusetts
$518K +$45.1K +287 +10%
CPC
1523
Consolidated Planning Corp
Georgia
$517K -$286K -1,821 -36%
CSC
1524
Caldwell Sutter Capital
California
$517K +$22.3K +142 +5%
RCWM
1525
Royal Capital Wealth Management
Indiana
$516K -$43.2K -275 -8%