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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 %
MFGM
1226
Marshall Financial Group (Maryland)
Maryland
$1.09M -$16.7K -93 -2%
SFA
1227
Souders Financial Advisors
Ohio
$1.09M +$293K +1,635 +37%
MYIA
1228
Mount Yale Investment Advisors
Colorado
$1.09M +$11.8K +66 +1%
MSA
1229
Marino Stram & Associates
Massachusetts
$1.09M -$21.2K -118 -2%
TCM
1230
Tradewinds Capital Management
Washington
$1.08M +$179 +1 +0%
ADIM
1231
Alpha DNA Investment Management
Maryland
$1.08M +$74.8K +417 +7%
BBNA
1232
Bremer Bank National Association
Minnesota
$1.08M -$1.79K -10 -0.2%
M1FG
1233
Mach-1 Financial Group
Arkansas
$1.07M +$1.06M +5,933 +13,184%
BCM
1234
Brown Capital Management
Maryland
$1.07M -$1.79K -10 -0.2%
BCM
1235
Barden Capital Management
Texas
$1.07M -$142K -794 -12%
IWA
1236
IVC Wealth Advisors
Pennsylvania
$1.07M +$313K +1,745 +41%
MWM
1237
Meridian Wealth Management
Kentucky
$1.06M -$83K -463 -7%
LC
1238
LCNB Corp
Ohio
$1.06M +$4.48K +25 +0.4%
BAM
1239
Byrne Asset Management
New Jersey
$1.06M -$1.1M -5,693 Closed
GWM
1240
Geneos Wealth Management
Colorado
$1.05M +$303K +1,693 +40%
NB
1241
NBT Bank
New York
$1.04M -$4.48K -25 -0.4%
IRC
1242
Investors Research Corp
Georgia
$1.04M
PWW
1243
Pettyjohn Wood & White
Virginia
$1.04M -$24.2K -135 -2%
WBCM
1244
Wilson & Boucher Capital Management
California
$1.04M -$4.48K -25 -0.4%
MWM
1245
Massachusetts Wealth Management
Massachusetts
$1.03M +$16.1K +90 +2%
TCM
1246
Traynor Capital Management
Pennsylvania
$1.03M -$122K -678 -11%
GSEP
1247
Golden State Equity Partners
California
$1.03M +$450K +2,509 +78%
JCM
1248
Jag Capital Management
Missouri
$1.03M +$10.2K +57 +1%
CWP
1249
Concord Wealth Partners
Virginia
$1.03M +$258K +1,437 +33%
SWM
1250
Spire Wealth Management
Virginia
$1.02M -$184K -1,027 -15%