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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 %
DA
1751
Detalus Advisors
Missouri
$324K -$4.56K -29 -1%
CAM
1752
Creekmur Asset Management
Illinois
$324K +$324K +2,058 New
MCWA
1753
Meadow Creek Wealth Advisors
Georgia
$324K +$324K +2,058 New
RWI
1754
Red Wave Investments
Pennsylvania
$323K +$2.67K +17 +0.8%
BFA
1755
Benedict Financial Advisors
Georgia
$321K +$1.89K +12 +0.6%
TCB
1756
Texas Capital Bancshares
Texas
$321K +$1.26K +8 +0.4%
SAM
1757
SignalPoint Asset Management
Missouri
$321K -$3.14K -20 -1%
HR
1758
Howe & Rusling
New York
$320K +$943 +6 +0.3%
AFP
1759
Ausdal Financial Partners
Iowa
$320K -$117K -747 -27%
PIA
1760
Perennial Investment Advisors
California
$320K -$56.8K -361 -15%
EB
1761
Exchange Bank
California
$319K -$26.3K -167 -8%
AIA
1762
Alera Investment Advisors
Illinois
$319K -$6.76K -43 -2%
AL
1763
Aspiriant LLC
California
$317K +$16.7K +106 +6%
CAM
1764
Cozad Asset Management
Illinois
$316K
BAM
1765
Bosun Asset Management
Illinois
$316K
RP
1766
Rice Partnership
Hawaii
$316K +$1.26K +8 +0.4%
HS
1767
Horan Securities
United States
$315K +$2.83K +18 +0.9%
SCM
1768
SKBA Capital Management
California
$314K -$86.5K -550 -22%
G
1769
GenTrust
Florida
$314K -$32.1K -204 -9%
CIA
1770
Caerus Investment Advisors
Texas
$314K -$943 -6 -0.3%
YLHM
1771
Yelin Lapidot Holdings Management
Israel
$314K
SC
1772
Sapient Capital
Indiana
$313K +$313K +1,993 New
GM
1773
GeoWealth Management
Illinois
$313K +$313K +1,996 New
GL
1774
Gerber LLC
Ohio
$313K +$313K +1,989 New
NEWAS
1775
N.E.W. Advisory Services
Wisconsin
$312K -$8.96K -57 -3%