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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 %
OP
1576
ORG Partners
Indiana
$453K -$72.8K -467 -14%
GWANC
1577
Guardian Wealth Advisors (North Carolina)
North Carolina
$453K -$43.8K -281 -9%
RPWA
1578
Regent Peak Wealth Advisors
Georgia
$452K +$130K +837 +41%
DWM
1579
Dechtman Wealth Management
Colorado
$450K -$7.48K -48 -2%
BMCM
1580
Burns Matteson Capital Management
New York
$449K -$11.7K -75 -3%
PWMG
1581
Prestige Wealth Management Group
New Jersey
$448K +$6.08K +39 +1%
WTB
1582
Washington Trust Bank
Washington
$448K +$176K +1,130 +65%
SCP
1583
Syntal Capital Partners
Texas
$447K -$561K -3,596 -56%
ICM
1584
IMS Capital Management
Oregon
$447K +$623 +4 +0.1%
FMTC
1585
Farmers & Merchants Trust Company
California
$447K -$59.1K -379 -12%
RFN
1586
RDA Financial Network
Iowa
$446K -$6.55K -42 -1%
SFB
1587
STAR Financial Bank
Indiana
$444K -$31.6K -203 -7%
FSA
1588
Franklin Street Advisors
North Carolina
$443K -$7.52M -48,292 -94%
KWMG
1589
King Wealth Management Group
Florida
$443K -$16.1K -103 -3%
ECM
1590
Elgethun Capital Management
South Dakota
$443K +$14.2K +92 +3%
LNB
1591
Ledyard National Bank
$442K -$2.65K -17 -0.6%
NDSI
1592
Newman Dignan & Sheerar Inc
Rhode Island
$441K -$39.6K -254 -8%
MWM
1593
Mascoma Wealth Management
New Hampshire
$441K -$15.4K -99 -3%
GCP
1594
Garda Capital Partners
Minnesota
$441K +$441K +2,827 New
RMCM
1595
Reynders McVeigh Capital Management
Massachusetts
$440K -$6.39K -41 -1%
SWP
1596
Strategic Wealth Partners
Ohio
$440K +$1.87K +12 +0.4%
BC
1597
Burney Company
Virginia
$439K -$16.4K -105 -4%
ITIM
1598
Indiana Trust & Investment Management
Indiana
$438K +$37.1K +238 +9%
PWP
1599
Private Wealth Partners
California
$436K +$125K +800 +40%
DTC
1600
Davidson Trust Company
Washington
$436K