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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 %
NAM
1651
NTV Asset Management
West Virginia
$443K +$538 +3 +0.1%
FCMC
1652
Founders Capital Management (Connecticut)
Connecticut
$443K -$358 -2 -0.1%
APP
1653
Avantax Planning Partners
Iowa
$441K +$18.1K +101 +4%
NA
1654
Navellier & Associates
Nevada
$440K -$1.97K -11 -0.4%
SOAMC
1655
Spirit of America Management Corp
New York
$439K
AFG
1656
Atomi Financial Group
New York
$437K +$44.8K +250 +11%
SWM
1657
Silverlake Wealth Management
Vermont
$437K +$1.08K +6 +0.2%
TGAM
1658
TBH Global Asset Management
Tennessee
$437K -$3.41K -19 -0.8%
CAC
1659
Certified Advisory Corp
Florida
$434K -$20.8K -116 -5%
BBA
1660
BLB&B Advisors
Pennsylvania
$434K +$46.1K +257 +12%
NB
1661
Nicolet Bankshares
Wisconsin
$433K -$185K -1,031 -30%
CA
1662
CoreCap Advisors
Michigan
$430K +$430K +2,398 New
JF
1663
Jump Financial
Illinois
$429K +$429K +2,394 New
GDP
1664
Great Diamond Partners
Maine
$428K -$7.71K -43 -2%
MCM
1665
McRae Capital Management
New Jersey
$428K
NCM
1666
NCM Capital Management
New Jersey
$427K +$2.87K +16 +0.7%
CWM
1667
Cabot Wealth Management
Massachusetts
$423K -$7.35K -41 -2%
TPWA
1668
TRUE Private Wealth Advisors
Oregon
$422K +$359 +2 +0.1%
FCMT
1669
Founders Capital Management (Texas)
Texas
$417K
PP
1670
Paloma Partners
Connecticut
$415K -$541K -3,018 -57%
3F
1671
360 Financial
Minnesota
$414K -$8.43K -47 -2%
RWA
1672
Redhawk Wealth Advisors
Minnesota
$413K -$24.7K -138 -6%
FPA
1673
First Pacific Advisors
California
$412K
DS
1674
DRW Securities
Illinois
$412K +$412K +2,300 New
DF
1675
Donoghue Forlines
Massachusetts
$412K -$43.4K -242 -10%