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United Parcel Service

2,244 hedge funds and large institutions have $81.8B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 788 increasing their positions, 995 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,244
Holders Change
+58
Holders Change %
+2.65%
% of All Funds
32.9%
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
788
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 %
WMA
2326
West Michigan Advisors
Michigan
-$368K -2,363 Closed
CWM
2327
Cabot Wealth Management
Massachusetts
-$368K -2,360 Closed
FIBT
2328
First International Bank & Trust
North Dakota
-$344K -2,209 Closed
GWP
2329
Gateway Wealth Partners
Wisconsin
-$330K -2,114 Closed
NRD
2330
Nebula Research & Development
New York
-$327K -2,099 Closed
CG
2331
Clarus Group
Texas
-$320K -2,053 Closed
EW
2332
Evoke Wealth
California
-$319K -2,047 Closed
MWM
2333
Merriman Wealth Management
Washington
-$319K -2,045 Closed
DC
2334
Darrow Company
Massachusetts
-$316K -2,025 Closed
GA
2335
Gateway Advisory
New Jersey
-$303K -1,944 Closed
VCP
2336
Vista Capital Partners
Oregon
-$299K -1,920 Closed
AFT
2337
Alpha Family Trust
California
-$287K -1,840 Closed
FH
2338
FWG Holdings
Florida
-$277K -1,803 Closed
HBT
2339
Heartland Bank & Trust
Illinois
-$272K -1,742 Closed
WP
2340
WMS Partners
Maryland
-$268K -1,719 Closed
SWP
2341
Semus Wealth Partners
Florida
-$265K -1,700 Closed
RG
2342
Rathbones Group
United Kingdom
-$264K -1,696 Closed
MC
2343
Montag & Caldwell
Georgia
-$262K -1,682 Closed
OWA
2344
Opal Wealth Advisors
New York
-$253K -1,625 Closed
EM
2345
ELCO Management
New York
-$253K -1,623 Closed
QC
2346
QCM Cayman
Texas
-$248K -1,590 Closed
BBNB
2347
Baker Boyer National Bank
Washington
-$241K -1,547 Closed
HCP
2348
Holt Capital Partners
Texas
-$241K -1,545 Closed
Legacy Financial Group (Iowa)
2349
Legacy Financial Group (Iowa)
Iowa
-$239K -1,536 Closed
MS
2350
Maven Securities
Jersey
-$238K -1,527 Closed