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United Parcel Service

2,237 hedge funds and large institutions have $90.9B invested in United Parcel Service in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 867 increasing their positions, 951 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
35.28%
Holding in Top 10
66
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-38.89%
% of All Funds
1.04%
New
154
Increased
867
Reduced
951
Closed
149
Calls
$2.46B
Puts
$2.49B
Net Calls
-$32.3M
Net Calls Change
-$435M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
326
NorthCrest Asset Manangement
Minnesota
$16M -$110K -613 -0.7%
SGK
327
Steigerwald Gordon & Koch
Virginia
$16M +$125K +698 +0.8%
CAM
328
Cresset Asset Management
Illinois
$16M +$13.5M +75,462 +546%
IHL
329
Investment House LLC
California
$16M -$1.61M -8,975 -9%
GIP
330
Greatmark Investment Partners
Georgia
$16M +$263K +1,470 +2%
ZAM
331
Zevin Asset Management
Massachusetts
$15.9M -$113K -630 -0.7%
FFIC
332
First Fiduciary Investment Counsel
Ohio
$15.6M +$290K +1,619 +2%
CB
333
Commerce Bank
Missouri
$15.6M +$760K +4,240 +5%
BHWM
334
Bar Harbor Wealth Management
New Hampshire
$15.6M -$10K -56 -0.1%
MC
335
Miramar Capital
Illinois
$15.5M +$643K +3,589 +4%
MFA
336
Mayflower Financial Advisors
Massachusetts
$15.4M -$34.1K -190 -0.2%
CNB
337
Czech National Bank
Czech Republic
$15.4M -$26.2K -146 -0.2%
AAG
338
Armstrong Advisory Group
Massachusetts
$15.4M -$19K -106 -0.1%
CWM
339
CIBC World Markets
New York
$15.2M +$8.61M +48,028 +130%
BNP Paribas Asset Management
340
BNP Paribas Asset Management
France
$15M -$15.2M -84,912 -50%
RCYC
341
Richard C. Young & Co
Rhode Island
$14.8M -$61.7K -344 -0.4%
UCFA
342
United Capital Financial Advisors
Texas
$14.8M -$625K -3,484 -4%
WWP
343
Waypoint Wealth Partners
California
$14.7M
HIMC
344
Heritage Investors Management Corp
Maryland
$14.6M -$5.2K -29 -0%
NAM
345
Nissay Asset Management
Japan
$14.6M +$75.8K +423 +0.5%
CFB
346
Cullen/Frost Bankers
Texas
$14.6M +$70.1K +391 +0.5%
KCM
347
Kornitzer Capital Management
Kansas
$14.6M +$16.1K +90 +0.1%
MC
348
Mayar Capital
United Kingdom
$14.6M -$280K -1,561 -2%
EWM
349
Evercore Wealth Management
New York
$14.5M -$208K -1,158 -1%
BRA
350
Biechele Royce Advisors
Indiana
$14.4M +$924K +5,152 +7%