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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 %
FFM
1601
Forum Financial Management
Illinois
$448K -$305K -1,939 -40%
SFP
1602
Shepherd Financial Partners
Massachusetts
$447K +$16.4K +104 +4%
LNB
1603
Ledyard National Bank
$446K
GWANC
1604
Guardian Wealth Advisors (North Carolina)
North Carolina
$445K -$12.1K -77 -3%
AGA
1605
Accuvest Global Advisors
Utah
$443K -$77K -490 -15%
SJIM
1606
St. Johns Investment Management
Florida
$442K -$17.5K -111 -4%
CWA
1607
Choice Wealth Advisors
Maine
$441K +$2.99K +19 +0.7%
AFG
1608
AFS Financial Group
Maryland
$441K -$964K -6,129 -69%
MFC
1609
Mechanics Financial Corp
Ohio
$441K +$14.9K +95 +4%
NA
1610
Navellier & Associates
Nevada
$438K +$77.2K +491 +21%
BC
1611
Burney Company
Virginia
$436K -$7.39K -47 -2%
GWM
1612
Gray Wealth Management
Maine
$435K -$26.1K -166 -6%
AWM
1613
Absher Wealth Management
North Carolina
$435K +$25.2K +160 +6%
MIG
1614
McGuire Investment Group
Rhode Island
$434K -$43.7K -278 -9%
GC
1615
Guidance Capital
Kentucky
$434K +$13.5K +85 +3%
SP
1616
Stonebrook Private
Michigan
$432K +$432K +2,747 New
BMCM
1617
Burns Matteson Capital Management
New York
$431K -$21.9K -139 -5%
FSA
1618
Franklin Street Advisors
North Carolina
$430K -$17.6K -112 -4%
HIIFS
1619
Harel Insurance Investments & Financial Services
Israel
$430K +$155K +986 +56%
WKWM
1620
Walter & Keenan Wealth Management
Indiana
$430K +$60.5K +385 +16%
SWM
1621
Silverlake Wealth Management
Vermont
$429K +$32.7K +208 +8%
AW
1622
Atlas Wealth
Ohio
$429K
ITIM
1623
Indiana Trust & Investment Management
Indiana
$428K -$13.8K -88 -3%
DS
1624
DRW Securities
Illinois
$427K -$550K -3,499 -56%
TI
1625
Truepoint Inc
Ohio
$425K +$425K +2,706 New