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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 %
AWM
1876
Accel Wealth Management
Iowa
$252K +$7.08K +45 +3%
HWM
1877
HFR Wealth Management
New York
$252K -$26.8K -170 -10%
RWP
1878
Ridgecrest Wealth Partners
California
$252K -$86.5K -550 -26%
SPWM
1879
Schrum Private Wealth Management
Florida
$251K -$48.1K -306 -16%
TAM
1880
Titleist Asset Management
Texas
$251K +$251K +1,597 New
SNBOSD
1881
Security National Bank of So Dak
Iowa
$250K -$11.3K -72 -4%
SCA
1882
STALEY CAPITAL ADVISERS
Pennsylvania
$250K -$49.4K -314 -16%
AA
1883
Advisory Alpha
Michigan
$249K +$41.5K +264 +20%
BCM
1884
Boltwood Capital Management
California
$249K +$1.57K +10 +0.6%
CFD
1885
Creative Financial Designs
Indiana
$249K +$157 +1 +0.1%
APF
1886
Alaska Permanent Fund
Alaska
$249K -$382K -2,429 -61%
TCMP
1887
Thrive Capital Management (Pennsylvania)
Pennsylvania
$246K -$61.6K -392 -20%
WSCM
1888
Wellington Shields Capital Management
New York
$246K -$34K -216 -12%
MWA
1889
MN Wealth Advisors
Kansas
$245K +$245K +1,558 New
CFC
1890
Coyle Financial Counsel
Illinois
$244K +$943 +6 +0.4%
PSP
1891
Pacific Sage Partners
Washington
$244K +$314 +2 +0.1%
RA
1892
Rise Advisors
New York
$243K +$47.8K +304 +24%
GWA
1893
GGM Wealth Advisors
Maryland
$243K
1WA
1894
180 Wealth Advisors
Washington
$242K -$9.5K -60 -4%
FHC
1895
First Heartland Consultants
Missouri
$242K +$5.51K +35 +2%
KA
1896
Kercheville Advisors
Texas
$242K
SMWM
1897
Silvia McColl Wealth Management
California
$242K -$20.4K -130 -8%
NDSI
1898
Newman Dignan & Sheerar Inc
Rhode Island
$241K -$204K -1,296 -46%
GSC
1899
Grey Street Capital
Illinois
$241K -$12.7K -81 -5%
NC
1900
NovaPoint Capital
Georgia
$240K +$1.42K +9 +0.6%