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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 %
VCM
1551
Versant Capital Management
Arizona
$494K -$7.23K -46 -1%
OFG
1552
Oxford Financial Group
Indiana
$494K +$6.13K +39 +1%
GFP
1553
Gryphon Financial Partners
Ohio
$493K +$277K +1,701 +128%
SP
1554
Successful Portfolios
Florida
$493K -$23.6K -150 -5%
RWPA
1555
Richard W. Paul & Associates
Michigan
$493K -$786 -5 -0.2%
HWA
1556
HCR Wealth Advisors
California
$493K +$284K +1,805 +136%
PCA
1557
Prosperity Capital Advisors
Ohio
$491K -$25.9K -165 -5%
LFA
1558
Landmark Financial Advisors
Kentucky
$489K -$7.86K -50 -2%
EWA
1559
ERTS Wealth Advisors
Michigan
$486K -$9.28K -59 -2%
BCM
1560
BluePath Capital Management
Georgia
$484K +$115K +712 +31%
EGA
1561
E&G Advisors
Texas
$483K -$12.3K -78 -2%
TCPWM
1562
Traverso Chambers Private Wealth Management
California
$482K +$1.26K +8 +0.3%
DLA
1563
Douglas Lane & Associates
New York
$481K -$18.1K -115 -4%
WAG
1564
Wallace Advisory Group
California
$479K -$24.5K -157 -5%
PCS
1565
Personal CFO Solutions
New Jersey
$478K -$8.18K -52 -2%
PAMG
1566
Patton Albertson Miller Group
Tennessee
$477K -$19.7K -125 -4%
TIMH
1567
Tilt Investment Management Holdings
New York
$475K -$135K -859 -22%
SPIS
1568
Steward Partners Investment Solutions
Oregon
$474K +$474K +3,015 New
HCA
1569
Harbour Capital Advisors
Virginia
$474K
FAM
1570
Formidable Asset Management
Ohio
$474K
FMTC
1571
Farmers & Merchants Trust Company
California
$474K +$23.1K +147 +5%
BAWM
1572
Bennett Associates Wealth Management
Pennsylvania
$473K +$473K +3,006 New
JWWM
1573
Johnson & White Wealth Management
Pennsylvania
$472K +$472K +3,005 New
FCA
1574
Fortis Capital Advisors
Kansas
$472K +$472K +3,000 New
GI
1575
GAMMA Investing
California
$472K +$472K +3,324 New