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United Parcel Service

2,187 hedge funds and large institutions have $78.8B invested in United Parcel Service in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 886 increasing their positions, 901 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.87%
Holding in Top 10
51
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-22.73%
% of All Funds
0.81%
New
133
Increased
886
Reduced
901
Closed
157
Calls
$2.28B
Puts
$2.15B
Net Calls
+$129M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
1526
Montis Financial
Massachusetts
$504K
AAM
1527
Alphadyne Asset Management
New York
$501K +$257K +1,650 +105%
SSWM
1528
Strait & Sound Wealth Management
California
$501K +$501K +3,212 New
BEAM
1529
Baker Ellis Asset Management
Washington
$500K -$57K -366 -10%
SWIG
1530
Strategic Wealth Investment Group
Kentucky
$500K +$5.77K +37 +1%
PG
1531
Patten Group
Tennessee
$500K -$100K -644 -17%
HIA
1532
Harbor Investment Advisory
Maryland
$499K -$206K -1,323 -29%
VCM
1533
Versant Capital Management
Arizona
$497K +$3.43K +22 +0.7%
KIG
1534
Kennedy Investment Group
New Jersey
$496K +$4.36K +28 +0.9%
DLA
1535
Douglas Lane & Associates
New York
$495K -$11.2K -72 -2%
WSTAM
1536
Wilbanks Smith & Thomas Asset Management
Virginia
$494K -$51.4K -330 -9%
LFA
1537
Landmark Financial Advisors
Kentucky
$493K -$7.79K -50 -2%
PAMG
1538
Patton Albertson Miller Group
Tennessee
$493K -$46.3K -297 -9%
FMLI
1539
Fukoku Mutual Life Insurance
Japan
$493K
CA
1540
Cornerstone Advisory
Maryland
$491K +$247K +1,583 +101%
MFG
1541
MidWestOne Financial Group
Iowa
$491K -$1.25K -8 -0.3%
EWA
1542
ERTS Wealth Advisors
Michigan
$491K +$12.3K +79 +3%
EGA
1543
E&G Advisors
Texas
$491K +$13.2K +85 +3%
CSC
1544
Caldwell Sutter Capital
California
$490K +$11.2K +72 +2%
RWPA
1545
Richard W. Paul & Associates
Michigan
$490K +$48.9K +314 +11%
TWP
1546
Tower Wealth Partners
Pennsylvania
$488K +$8.42K +54 +2%
CIA
1547
Cape Investment Advisory
Georgia
$487K +$47.2K +303 +11%
GL
1548
Graypoint LLC
New York
$486K -$6.08K -39 -1%
NAM
1549
NTV Asset Management
West Virginia
$486K +$100K +644 +26%
RW
1550
REDW Wealth
New Mexico
$484K