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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 %
Jones Financial Companies
1501
Jones Financial Companies
Missouri
$591K +$179K +996 +43%
RSA
1502
River Street Advisors
Illinois
$588K +$2.15K +12 +0.4%
DIA
1503
Dana Investment Advisors
Wisconsin
$588K -$299K -1,670 -34%
LHC
1504
Little House Capital
Massachusetts
$587K +$28.9K +161 +5%
RFG
1505
Range Financial Group
Oregon
$585K -$368K -2,054 -39%
RCM
1506
RB Capital Management
Nevada
$584K +$65.8K +367 +13%
HIIFS
1507
Harel Insurance Investments & Financial Services
Israel
$582K -$13.3M -74,658 -96%
DLA
1508
Douglas Lane & Associates
New York
$582K +$179 +1 +0%
ANBT
1509
American National Bank & Trust
Texas
$582K +$179K +1,000 +45%
FMTC
1510
Farmers & Merchants Trust Company
California
$581K -$15.2K -85 -3%
BCG
1511
Breakwater Capital Group
New Jersey
$580K
MF
1512
Montis Financial
Massachusetts
$580K
RB
1513
Rodgers Brothers
Pennsylvania
$579K +$579K +3,232 New
LFA
1514
Landmark Financial Advisors
Kentucky
$576K
MHIC
1515
Marble Harbor Investment Counsel
Massachusetts
$575K -$64.5K -360 -10%
VCM
1516
Vigilant Capital Management
Maine
$575K +$17.9K +100 +3%
TFA
1517
Trinity Financial Advisors
Ohio
$572K -$65.4K -365 -10%
GWANC
1518
Guardian Wealth Advisors (North Carolina)
North Carolina
$571K +$38.4K +214 +7%
MFS
1519
Mirabella Financial Services
United Kingdom
$570K +$344K +1,921 +152%
SWIG
1520
Strategic Wealth Investment Group
Kentucky
$568K +$53.4K +298 +10%
VCM
1521
Versant Capital Management
Arizona
$568K -$72.6K -405 -11%
FMLI
1522
Fukoku Mutual Life Insurance
Japan
$566K
MFG
1523
MidWestOne Financial Group
Iowa
$566K +$76.2K +425 +16%
KIG
1524
Kennedy Investment Group
New Jersey
$566K +$5.38K +30 +1%
GL
1525
Graypoint LLC
New York
$566K -$196K -1,091 -26%