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 %
CNBTD
2176
Citizens National Bank Trust Department
Mississippi
$12.6K
MWA
2177
Moser Wealth Advisors
Washington
$12.4K
FBC
2178
Fairfield, Bush & Co
Connecticut
$11.8K +$11.8K +75 New
SRCM
2179
Signature Resources Capital Management
California
$11.6K +$11.6K +74 New
EAM
2180
Eukles Asset Management
Ohio
$11.5K
FWA
2181
FSC Wealth Advisors
New York
$11.2K
PWA
2182
Provenance Wealth Advisors
Florida
$11.2K +$7.86K +50 +238%
AW
2183
Avion Wealth
Texas
$11K +$3.88K +24 +55%
CMA
2184
Cedar Mountain Advisors
Oregon
$10.4K +$157 +1 +2%
IA
2185
IFS Advisors
Kansas
$10.2K
NSG
2186
Nalls Sherbakoff Group
Tennessee
$9.95K
SA
2187
SRH Advisors
Kansas
$9.43K
DCBT
2188
Dakota Community Bank & Trust
North Dakota
$9.43K
AP
2189
Aspect Partners
Virginia
$9.43K +$9.43K +60 New
LA
2190
LM Advisors
California
$9.43K +$9.43K +60 New
OAJ
2191
Ogorek Anthony Joseph
New York
$9K -$669K -4,534 -99%
CA
2192
Centerpoint Advisors
Massachusetts
$9K -$4.8K -32 -35%
TWD
2193
True Wealth Design
Ohio
$8.99K -$665K -4,218 -99%
HWP
2194
Highline Wealth Partners
California
$8.96K +$7.86K +50 +714%
RG
2195
Retirement Group
California
$8.65K
HWM
2196
HighMark Wealth Management
Minnesota
$8.45K -$13K -83 -61%
AP
2197
Arlington Partners
Alabama
$8.33K -$103K -653 -92%
OLVIG
2198
Oliver Lagore Vanvalin Investment Group
Michigan
$8.33K -$6.29K -40 -43%
AP
2199
Atwood & Palmer
Missouri
$8.18K
AEPWM
2200
Atlantic Edge Private Wealth Management
Florida
$7.86K +$7.86K +50 New