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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 %
CWA
2201
Carolina Wealth Advisors
South Carolina
$7.86K
CPA
2202
Clear Point Advisors
New York
$7.14K +$7.14K +45 New
HI
2203
Hoey Investments
Pennsylvania
$7.08K
NA
2204
Nordwand Advisors
Pennsylvania
$7.08K +$7.08K +45 New
FCG
2205
Financial Connections Group
California
$7K +$7K +47 New
SWM
2206
Sanctuary Wealth Management
Idaho
$6.6K
DPW
2207
DiNuzzo Private Wealth
Pennsylvania
$6.45K +$6.45K +41 New
ECM
2208
Estabrook Capital Management
New York
$6.29K
LFA
2209
Legend Financial Advisors
Pennsylvania
$5.98K
LG
2210
LAM Group
Oregon
$5.35K
SR
2211
Syntax Research
Florida
$4.88K +$4.88K +31 New
ACA
2212
Atlas Capital Advisors
Wyoming
$4.87K
NOI
2213
Newton One Investments
Delaware
$4.7K
MAM
2214
Marquette Asset Management
Minnesota
$4.4K
HCMG
2215
Howard Capital Management Group
California
$4.4K -$2.83K -18 -39%
PA
2216
PSI Advisors
Florida
$4.4K
AWM
2217
Activest Wealth Management
Florida
$4.17K +$155 +1 +4%
WTG
2218
West Tower Group
Virginia
$4.09K -$43.4K -276 -91%
HC
2219
Hoese & Co
Minnesota
$3.94K
MLA
2220
MB, Levis & Associates
Pennsylvania
$3.93K
LWA
2221
Lowe Wealth Advisors
Maryland
$3.93K
TCA
2222
Trifecta Capital Advisors
Illinois
$3.93K
CPG
2223
Custom Portfolio Group
Colorado
$3.93K +$3.93K +25 New
FWM
2224
Focused Wealth Management
New York
$3.91K
APW
2225
Atlantic Private Wealth
North Carolina
$3.81K