UPS icon

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 %
GKIM
2126
GW&K Investment Management
Massachusetts
$38K +$7.01K +45 +23%
PIM
2127
Plato Investment Management
Australia
$35.5K +$35.5K +226 New
PSB
2128
Piscataqua Savings Bank
New Hampshire
$34.3K
KFS
2129
Kelly Financial Services
Massachusetts
$34.2K +$3.3K +21 +11%
GA
2130
GoalVest Advisory
New York
$34.1K +$2.83K +18 +9%
HFS
2131
HBC Financial Services
Washington
$34K +$313 +2 +0.9%
W
2132
WealthCollab
Washington
$33.5K +$33.5K +213 New
FRA
2133
Front Row Advisors
California
$33K -$1.73K -11 -5%
HIM
2134
Hillsdale Investment Management
Ontario, Canada
$32.1K -$91.2K -580 -74%
CPG
2135
Cornerstone Planning Group
New Jersey
$32.1K +$1.57K +10 +5%
BCM
2136
Bourgeon Capital Management
Connecticut
$31.4K +$31.4K +200 New
SNB
2137
Security National Bank
Nebraska
$31.4K +$31.4K +200 New
PA
2138
Pineridge Advisors
Missouri
$31.3K +$31.3K +199 New
GWM
2139
Guardian Wealth Management
Illinois
$30.4K +$315 +2 +1%
JGCM
2140
Joseph Group Capital Management
Ohio
$28.3K +$786 +5 +3%
NFA
2141
Northwest Financial Advisors
Virginia
$28.2K +$28.2K +179 New
LPP
2142
Life Planning Partners
Florida
$28K +$28K +178 New
TVAMP
2143
Tennessee Valley Asset Management Partners
Tennessee
$26.3K +$26.3K +167 New
WAS
2144
Winch Advisory Services
Wisconsin
$26.2K +$314 +2 +1%
PCMC
2145
Planning Capital Management Corporation
Pennsylvania
$25.5K +$25.5K +162 New
BIA
2146
Bell Investment Advisors
California
$24.7K -$5.66K -36 -19%
CB
2147
Centennial Bank
Arkansas
$24.1K +$16.2K +103 +206%
PP
2148
PrairieView Partners
Minnesota
$24K
OIAM
2149
OFI Invest Asset Management
France
$23.8K -$427 -3 -2%
CFS
2150
CGC Financial Services
Oregon
$22.8K +$14.9K +95 +190%