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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 %
CA
1526
Cornerstone Advisory
Maryland
$516K +$20.3K +129 +4%
BB
1527
Burford Brothers
Texas
$513K +$513K +3,262 New
FGA
1528
Fortis Group Advisors
New Jersey
$509K +$46.8K +250 +10%
MCC
1529
Malaga Cove Capital
California
$509K +$236K +1,502 +87%
MF
1530
Montis Financial
Massachusetts
$508K
CFFP
1531
Center for Financial Planning
Michigan
$505K -$3.93K -25 -0.8%
P
1532
&Partners
Tennessee
$505K +$505K +3,208 New
Koshinski Asset Management
1533
Koshinski Asset Management
Illinois
$505K -$6.79M -43,189 -93%
LWP
1534
LMG Wealth Partners
Louisiana
$501K +$95.6K +608 +24%
JF
1535
Jump Financial
Illinois
$499K -$1.76M -11,183 -78%
EWA
1536
Encompass Wealth Advisors
Oregon
$498K +$255K +1,625 +105%
PWP
1537
Phillips Wealth Planners
Mississippi
$498K -$228K -1,454 -31%
KIG
1538
Kennedy Investment Group
New Jersey
$498K -$2.83K -18 -0.6%
KWMG
1539
King Wealth Management Group
Florida
$497K +$50K +318 +11%
FMLI
1540
Fukoku Mutual Life Insurance
Japan
$497K
SSWM
1541
Strait & Sound Wealth Management
California
$496K
NAM
1542
NTV Asset Management
West Virginia
$496K +$6.13K +39 +1%
YCG
1543
Yeomans Consulting Group
Georgia
$496K +$496K +3,156 New
EC
1544
Eaton-Cambridge
Arizona
$496K +$496K +3,155 New
LHC
1545
Little House Capital
Massachusetts
$496K -$46.1K -293 -9%
EFA
1546
Evernest Financial Advisors
Indiana
$495K +$495K +3,151 New
MFG
1547
MidWestOne Financial Group
Iowa
$495K
RCM
1548
RB Capital Management
Nevada
$495K -$15.3K -97 -3%
EA
1549
Emerald Advisors
Washington
$494K -$121K -772 -20%
ECA
1550
Elevated Capital Advisors
Utah
$494K +$75K +477 +18%