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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 %
OC
1626
Opinicus Capital
Florida
$425K +$425K +2,701 New
FCMC
1627
Founders Capital Management (Connecticut)
Connecticut
$424K +$35.4K +225 +9%
HIA
1628
Harbor Investment Advisory
Maryland
$424K -$79.4K -505 -16%
MMHP
1629
Murphy Middleton Hinkle & Parker
Georgia
$424K -$4.09K -26 -1%
NF
1630
Nikulski Financial
Iowa
$422K
RGC
1631
Roberts, Glore & Co
Illinois
$421K -$7.7K -49 -2%
NLP
1632
Next Level Private
New York
$421K -$127K -808 -23%
WC
1633
Westhampton Capital
North Carolina
$421K -$7.86K -50 -2%
ATC
1634
Adirondack Trust Company
New York
$420K +$21.2K +143 +5%
PWM
1635
Paulson Wealth Management
Illinois
$419K +$144K +916 +52%
WAM
1636
Weatherly Asset Management
California
$418K -$6.92K -44 -2%
AWAP
1637
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$418K -$20.1K -128 -5%
BBA
1638
BLB&B Advisors
Pennsylvania
$418K +$41.7K +265 +11%
CFA
1639
CWS Financial Advisors
Michigan
$417K +$208K +1,324 +100%
SEM
1640
Suncoast Equity Management
Florida
$417K
AB
1641
Atlas Brown
Kentucky
$417K +$21.5K +137 +5%
YWS
1642
Yarger Wealth Strategies
Ohio
$416K -$128K -817 -24%
LCM
1643
Leisure Capital Management
California
$416K
EA
1644
Eudaimonia Advisors
Tennessee
$415K
BIM
1645
Bridges Investment Management
Nebraska
$414K -$2.07M -13,171 -83%
RCA
1646
Ranch Capital Advisors
Florida
$414K +$9.59K +61 +2%
AWAU
1647
Alliance Wealth Advisors (Utah)
Utah
$414K -$44.3K -282 -10%
CFS
1648
Cannon Financial Strategists
Georgia
$413K +$943 +6 +0.2%
SIC
1649
Salem Investment Counselors
North Carolina
$411K +$70.3K +447 +21%
OA
1650
Oracle Alpha
Ontario, Canada
$410K +$410K +2,610 New