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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 %
WBC
2001
West Branch Capital
Massachusetts
$184K
CAL
2002
Capital Advisors Ltd
Ohio
$183K -$6.61K -42 -3%
CT
2003
Clearstead Trust
Maine
$182K -$943 -6 -0.5%
AA
2004
Addison Advisors
Vermont
$181K +$114K +727 +171%
HBW
2005
Hazlett, Burt & Watson
West Virginia
$177K -$61.7K -390 -26%
AGWCA
2006
Annis Gardner Whiting Capital Advisors
Florida
$177K +$60.1K +382 +51%
FPB
2007
First PREMIER Bank
South Dakota
$176K -$3.94K -25 -2%
BCMLT
2008
Beacon Capital Management LLC (Tennessee)
Tennessee
$173K +$21.2K +136 +14%
AF
2009
Advisornet Financial
Minnesota
$172K -$78.1K -497 -31%
MSWM
2010
McGlone Suttner Wealth Management
Wisconsin
$169K +$169K +1,072 New
PS
2011
Planned Solutions
California
$168K +$168K +1,070 New
TCG
2012
Transcendent Capital Group
Oklahoma
$167K +$167K +1,062 New
CCM
2013
Chilton Capital Management
Texas
$167K +$87.6K +557 +111%
MSFP
2014
Mark Sheptoff Financial Planning
Connecticut
$165K
USB
2015
Union Savings Bank
Connecticut
$163K
CYG
2016
Clean Yield Group
Vermont
$161K
ADL
2017
Asset Dedication LLC
California
$160K +$1.43K +9 +0.9%
CB
2018
CNB Bank
Pennsylvania
$160K -$24.7K -157 -13%
PCWA
2019
Pacific Capital Wealth Advisors
California
$158K +$158K +1,007 New
CCM
2020
CAAS Capital Management
New York
$157K +$157K +1,000 New
A
2021
AJOVista
Massachusetts
$156K +$156K +990 New
C
2022
Covestor
United Kingdom
$154K +$12.2K +78 +9%
KFI
2023
Key Financial Inc
Pennsylvania
$154K -$52.5K -334 -25%
GG
2024
Greenwood Gearhart
Arkansas
$152K +$152K +965 New
DCM
2025
Davis Capital Management
Florida
$151K +$151K +960 New