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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 %
LA
1726
Lifeworks Advisors
Michigan
$349K -$181K -1,152 -34%
AC
1727
Avestar Capital
New York
$347K +$81.4K +518 +31%
BFA
1728
Bill Few Associates
Pennsylvania
$347K +$2.2K +14 +0.6%
WFS
1729
Walker Financial Services
Kentucky
$347K +$329 +2 +0.1%
AA
1730
Ancora Advisors
Ohio
$347K -$81.5K -518 -19%
HW
1731
Hancock Whitney
Mississippi
$347K -$22.3K -142 -6%
CCP
1732
Clough Capital Partners
Massachusetts
$346K -$78.6K -500 -19%
BMM
1733
Buffington Mohr McNeal
Idaho
$346K +$23.1K +147 +7%
CHA
1734
Carmichael Hill & Associates
Maryland
$345K +$63.5K +404 +23%
SAM
1735
Secure Asset Management
Michigan
$345K +$3.77K +24 +1%
BONST
1736
Bank of Nova Scotia Trust
Ontario, Canada
$344K +$157 +1 +0%
BPCE
1737
Bank Pictet & Cie (Europe)
Germany
$343K -$37.1K -236 -10%
GCP
1738
GSA Capital Partners
United Kingdom
$343K +$343K +2,179 New
CWM
1739
Curi Wealth Management
North Carolina
$343K -$472 -3 -0.1%
FCA
1740
FLC Capital Advisors
California
$342K +$60.8K +387 +22%
CPIA
1741
Cornell Pochily Investment Advisors
New York
$342K +$4.88K +31 +1%
TT
1742
TI-Trust
Illinois
$336K -$10.5K -67 -3%
CBT
1743
CoreFirst Bank & Trust
Kansas
$331K
LA
1744
Lane & Associates
New Jersey
$330K -$21.1K -134 -6%
ACG
1745
Allen Capital Group
Nebraska
$329K -$53.6K -341 -14%
ACC
1746
Acorn Creek Capital
Colorado
$328K +$328K +2,088 New
Kovitz Investment Group Partners
1747
Kovitz Investment Group Partners
Illinois
$328K -$4.02M -25,575 -92%
MWM
1748
Mascoma Wealth Management
New Hampshire
$327K -$117K -747 -26%
ST
1749
Smithfield Trust
Pennsylvania
$327K -$8.48K -54 -3%
ASG
1750
Ariston Services Group
California
$325K +$325K +2,070 New