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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 %
FMP
1776
Financial Management Professionals
Texas
$312K +$90.5K +575 +41%
GHAM
1777
Gilman Hill Asset Management
Connecticut
$312K
DA
1778
Dover Advisors
Virginia
$312K -$116K -736 -27%
SFG
1779
Sather Financial Group
Texas
$311K
SAG
1780
Spotlight Asset Group
Illinois
$311K
HP
1781
Holistic Planning
Texas
$311K +$311K +1,975 New
BO
1782
Bank OZK
Arkansas
$310K +$5.35K +34 +2%
HC
1783
Hamilton Capital
Ohio
$309K +$45.1K +287 +17%
PP
1784
PFS Partners
New Jersey
$309K
DCM
1785
Dudley Capital Management
Virginia
$307K
OAM
1786
Oak Asset Management
California
$307K -$15.7K -100 -5%
WB
1787
West Bancorporation
Iowa
$306K -$6.29K -40 -2%
Cohen & Steers
1788
Cohen & Steers
New York
$306K -$38.5K -245 -11%
VCWA
1789
Vanguard Capital Wealth Advisors
Colorado
$305K -$77.4K -492 -20%
ME
1790
McIlrath & Eck
Washington
$305K +$4.56K +29 +2%
KCM
1791
Kodai Capital Management
Illinois
$305K +$305K +1,941 New
DBIA
1792
Dumont & Blake Investment Advisors
New Jersey
$305K -$2.36K -15 -0.8%
NFG
1793
Northeast Financial Group
Pennsylvania
$303K
SAM
1794
Strategy Asset Managers
California
$303K -$49.7K -316 -14%
CAC
1795
Certified Advisory Corp
Florida
$302K -$3.32M -21,132 -92%
OCG
1796
Opus Capital Group
Ohio
$302K -$72.6K -462 -19%
FCCM
1797
First City Capital Management
Georgia
$301K -$32.2K -205 -10%
SIS
1798
Sound Income Strategies
Florida
$301K +$104K +660 +53%
OL
1799
OneFund LLC
Florida
$301K +$301K +1,913 New
IAS
1800
Investment Advisory Services
Texas
$300K -$66.7K -424 -18%