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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 %
BCIM
401
British Columbia Investment Management
British Columbia, Canada
$11.7M +$19K +106 +0.2%
CAM
402
Congress Asset Management
Massachusetts
$11.7M +$184K +1,027 +2%
9WM
403
9258 Wealth Management
Ohio
$11.7M +$1.26K +7 +0%
IP
404
Isthmus Partners
Wisconsin
$11.6M +$279K +1,557 +2%
SPIA
405
Steward Partners Investment Advisory
New York
$11.6M +$405K +2,258 +4%
Bank of Nova Scotia
406
Bank of Nova Scotia
Ontario, Canada
$11.5M +$1.48M +8,254 +15%
CWM
407
Congress Wealth Management
Massachusetts
$11.5M +$241K +1,346 +2%
LCM
408
LVM Capital Management
Michigan
$11.4M +$430K +2,400 +4%
SFS
409
Sowell Financial Services
Arkansas
$11.4M +$4.89M +27,273 +75%
SWS
410
SYSTM Wealth Solutions
Illinois
$11.3M +$500K +2,791 +5%
WB
411
WesBanco Bank
West Virginia
$11.2M -$69.2K -386 -0.6%
QP
412
Quilter Plc
United Kingdom
$11.2M -$89.3K -90 -0.8%
GC
413
Gilbert & Cook
Iowa
$11.1M +$398K +2,222 +4%
LA
414
Lynch & Associates
Indiana
$11.1M -$152K -850 -1%
GT
415
Glenview Trust
Kentucky
$11M +$3.3M +18,414 +43%
VAS
416
Vestmark Advisory Solutions
Massachusetts
$11M -$158K -882 -1%
Daiwa Securities Group
417
Daiwa Securities Group
Japan
$11M +$147K +820 +1%
WIC
418
Wilkins Investment Counsel
Massachusetts
$11M -$6.99K -39 -0.1%
LGF
419
LGT Group Foundation
Liechtenstein
$10.9M -$3.42M -19,106 -24%
CA
420
Cullinan Associates
Kentucky
$10.9M +$772K +4,309 +8%
AAIS
421
ABN AMRO Investment Solutions
$10.8M -$4.7M -26,195 -30%
SIC
422
Sigma Investment Counselors
Michigan
$10.8M -$5.38K -30 -0%
SCA
423
Stonebridge Capital Advisors
Minnesota
$10.8M +$501K +2,796 +5%
Twin Tree Management
424
Twin Tree Management
Texas
$10.7M +$10.7M +59,792 New
USCWA
425
U.S. Capital Wealth Advisors
Texas
$10.7M +$1M +5,605 +10%