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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 %
TFA
1926
Trinity Financial Advisors
Ohio
$227K -$9.75K -62 -4%
FNFDCM
1927
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$227K -$3.93K -25 -2%
IPW
1928
Impact Partnership Wealth
Georgia
$227K -$618K -3,931 -73%
HIC
1929
Harvey Investment Company
Kentucky
$226K
OPPS
1930
Obsidian Personal Planning Solutions
Maryland
$225K -$472 -3 -0.2%
FFP
1931
FourThought Financial Partners
Florida
$225K -$6.76K -43 -3%
WCM
1932
Wedge Capital Management
North Carolina
$224K +$12.6K +80 +6%
JAG
1933
Journey Advisory Group
Kentucky
$224K +$157 +1 +0.1%
AA
1934
Aire Advisors
California
$224K +$316 +2 +0.1%
FAG
1935
Fortitude Advisory Group
Washington
$224K -$7.23K -46 -3%
D
1936
Diversified
Delaware
$222K
QPWM
1937
Quadrant Private Wealth Management
Pennsylvania
$221K +$6.13K +39 +3%
GAB
1938
German American Bancorp
Indiana
$220K -$10.1K -64 -4%
FSA
1939
Fort Sheridan Advisors
Illinois
$220K
LFA
1940
Level Financial Advisors
New York
$220K
PR
1941
Payden & Rygel
California
$220K -$10M -63,810 -98%
CCG
1942
Catalina Capital Group
California
$219K +$219K +1,394 New
WI
1943
Wintrust Investments
Illinois
$219K -$22.6K -144 -9%
PWP
1944
Perfromance Wealth Partners
Illinois
$219K +$1.89K +12 +0.9%
TCOK
1945
Trust Company of Kansas
Kansas
$218K -$6.3K -40 -3%
CIP
1946
Chartwell Investment Partners
Pennsylvania
$218K +$314 +2 +0.1%
ACP
1947
Aveo Capital Partners
Colorado
$218K +$218K +1,384 New
FC
1948
Fulcrum Capital
Washington
$217K +$217K +1,383 New
BA
1949
Bluesphere Advisors
Pennsylvania
$217K +$217K +1,381 New
SFG
1950
Sunburst Financial Group
Alabama
$217K -$33.8K -215 -13%