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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 %
SCA
1676
Stuart Chaussee & Associates
California
$391K
CWG
1677
Cornerstone Wealth Group
North Carolina
$391K +$3.62K +23 +0.9%
HWA
1678
Heartwood Wealth Advisors
Virginia
$390K -$15.7K -100 -4%
SW
1679
Simplicity Wealth
New Jersey
$389K +$107K +679 +38%
PWMG
1680
Prestige Wealth Management Group
New Jersey
$387K -$65.1K -414 -14%
S
1681
Sachetta
Massachusetts
$386K +$386K +2,452 New
CA
1682
Claro Advisors
Massachusetts
$384K -$127K -810 -25%
NHT
1683
New Hampshire Trust
New Hampshire
$383K -$8.02K -51 -2%
CCM
1684
Chaney Capital Management
Washington
$382K +$382K +2,430 New
AFG
1685
Allegheny Financial Group
Pennsylvania
$382K +$314 +2 +0.1%
H
1686
HoyleCohen
California
$381K -$47.2K -300 -11%
FHA
1687
Flagship Harbor Advisors
Massachusetts
$381K -$6.6K -42 -2%
PVH
1688
Psagot Value Holdings
Israel
$381K +$294K +1,870 +340%
FCP
1689
Fidelis Capital Partners
Florida
$381K +$42.8K +272 +13%
WWC
1690
Waypoint Wealth Counsel
Georgia
$381K -$48.4K -308 -11%
NB
1691
Nicolet Bankshares
Wisconsin
$379K +$3.93K +25 +1%
SFS
1692
Sharp Financial Services
Pennsylvania
$378K +$378K +2,407 New
SIG
1693
Sargent Investment Group
Maryland
$378K +$7.08K +45 +2%
PG
1694
Patten Group
Tennessee
$378K -$126K -803 -25%
CT
1695
Cambridge Trust
Massachusetts
$378K +$42.9K +273 +13%
PWH
1696
Priebe Wealth Holdings
Minnesota
$375K +$375K +2,383 New
GTAM
1697
Global Trust Asset Management
Florida
$374K -$31.5K -200 -8%
AA
1698
AlphaMark Advisors
Kentucky
$374K +$48.4K +308 +15%
CFO
1699
CVA Family Office
Colorado
$373K +$52K +331 +16%
VPP
1700
Vertex Planning Partners
Illinois
$373K -$17.8K -113 -5%