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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 %
CCA
1576
Cobblestone Capital Advisors
New York
$515K +$11.8K +66 +2%
DA
1577
Dover Advisors
Virginia
$514K -$85.5K -477 -14%
RMCM
1578
Reynders McVeigh Capital Management
Massachusetts
$514K +$76.9K +429 +18%
ICM
1579
IMS Capital Management
Oregon
$514K -$1.03M -5,772 -67%
PCS
1580
Personal CFO Solutions
New Jersey
$513K +$1.08K +6 +0.2%
LNB
1581
Ledyard National Bank
$511K +$3.05K +17 +0.6%
PWMG
1582
Prestige Wealth Management Group
New Jersey
$509K -$179 -1 -0%
WAM
1583
Wolverine Asset Management
Illinois
$508K +$383K +2,137 +307%
AW
1584
Atlas Wealth
Ohio
$508K
TFS
1585
Thoroughbred Financial Services
Tennessee
$507K -$13.8K -77 -3%
RWPA
1586
Richard W. Paul & Associates
Michigan
$507K +$74.8K +417 +17%
CIA
1587
Cape Investment Advisory
Georgia
$506K +$50.9K +284 +11%
SWP
1588
Strategic Wealth Partners
Ohio
$504K -$29.4K -164 -6%
DTC
1589
Davidson Trust Company
Washington
$501K +$10.9K +61 +2%
AWAP
1590
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$499K
ECM
1591
Elgethun Capital Management
South Dakota
$497K +$2.15K +12 +0.4%
CWA
1592
Choice Wealth Advisors
Maine
$496K -$50K -279 -9%
WWC
1593
Waypoint Wealth Counsel
Georgia
$495K +$4.66K +26 +0.9%
MWA
1594
Martel Wealth Advisors
Washington
$492K +$492K +2,743 New
WP
1595
WealthShield Partners
North Carolina
$491K -$3.23K -18 -0.7%
MM
1596
MQS Management
New York
$491K +$491K +2,737 New
SIG
1597
Sargent Investment Group
Maryland
$490K -$60.2K -336 -11%
SFG
1598
Sather Financial Group
Texas
$489K
KTC
1599
Kistler-Tiffany Companies
Pennsylvania
$488K -$7.71K -43 -2%
BPCE
1600
Bank Pictet & Cie (Europe)
Germany
$488K +$488K +2,721 New