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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 %
USGIU
2026
U.S. Global Investors (USGI)
Texas
$147K +$42.8K +272 +41%
WIM
2027
Westside Investment Management
California
$144K -$4.56K -29 -3%
MG
2028
MilWealth Group
Wisconsin
$144K
RFA
2029
Resurgent Financial Advisors
Georgia
$144K -$32.1K -204 -18%
GFPC
2030
Global Financial Private Client
Florida
$143K -$21.9K -139 -13%
HCM
2031
Highlander Capital Management
New Jersey
$142K
EDRH
2032
Edmond de Rothschild Holding
Switzerland
$142K
MCM
2033
MV Capital Management
Maryland
$140K +$28.9K +184 +26%
RFG
2034
RFP Financial Group
Georgia
$138K
TFA
2035
Toth Financial Advisory
Virginia
$136K -$2.52K -16 -2%
PH
2036
Pinnacle Holdings
Oklahoma
$136K -$6.45K -41 -5%
LF
2037
Lee Financial
Texas
$134K +$1.1K +7 +0.8%
FPF
2038
First Pacific Financial
Washington
$132K -$7.86K -50 -6%
MA
2039
MCF Advisors
Kentucky
$128K +$38.5K +245 +43%
MIA
2040
MeadowBrook Investment Advisors
Michigan
$127K +$127K +809 New
RA
2041
Rational Advisors
New York
$125K -$139K -883 -53%
LI
2042
Louisbourg Investments
New Brunswick, Canada
$124K +$124K +790 New
CWM
2043
CarsonAllaria Wealth Management
Illinois
$123K -$1.57K -10 -1%
WB
2044
Webster Bank
Connecticut
$123K
IFAM
2045
Institutional & Family Asset Management
Colorado
$122K +$6.92K +44 +6%
ACA
2046
American Capital Advisory
Idaho
$122K +$122K +774 New
ACM
2047
Accent Capital Management
Ohio
$121K +$121K +770 New
MIM
2048
Meridiem Investment Management
United Kingdom
$112K +$112K +710 New
JWM
2049
Janiczek Wealth Management
Colorado
$112K +$29.6K +188 +36%
MAWCM
2050
Mine & Arao Wealth Creation & Management
California
$111K +$315 +2 +0.3%