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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 %
HWA
1701
Heartwood Wealth Advisors
Virginia
$394K +$163K +912 +71%
EB
1702
Exchange Bank
California
$393K +$393K +2,195 New
Cohen & Steers
1703
Cohen & Steers
New York
$393K
ST
1704
Somerset Trust
Pennsylvania
$393K -$43.9K -245 -10%
LA
1705
Latitude Advisors
Florida
$391K +$31.2K +174 +9%
WFS
1706
Walker Financial Services
Kentucky
$389K +$12.1K +67 +3%
DA
1707
Detalus Advisors
Missouri
$389K +$10.2K +57 +3%
KP
1708
Keel Point
Alabama
$388K -$5.02K -28 -1%
LIM
1709
Leavell Investment Management
Alabama
$388K -$13.5K -75 -3%
RWP
1710
Ridgecrest Wealth Partners
California
$386K +$12.5K +70 +3%
FCCM
1711
First City Capital Management
Georgia
$385K
NFG
1712
Northeast Financial Group
Pennsylvania
$385K +$385K +2,150 New
CPIA
1713
Cornell Pochily Investment Advisors
New York
$383K +$717 +4 +0.2%
TIA
1714
Traphagen Investment Advisors
New Jersey
$383K +$12.7K +71 +3%
LAM
1715
L2 Asset Management
Massachusetts
$382K +$77.4K +444 +25%
ACG
1716
Allen Capital Group
Nebraska
$381K
EFSCE
1717
Enterprise Financial Services Corp (EFSC)
Missouri
$381K -$8.96K -50 -2%
SIC
1718
Salem Investment Counselors
North Carolina
$380K -$7.71K -43 -2%
BO
1719
Bank OZK
Arkansas
$379K -$15.8K -88 -4%
TCWM
1720
Total Clarity Wealth Management
Illinois
$378K +$378K +2,106 New
CBT
1721
CoreFirst Bank & Trust
Kansas
$376K -$3.76K -21 -1%
IAS
1722
Investment Advisory Services
Texas
$374K -$3.05K -17 -0.8%
IWA
1723
Intercontinental Wealth Advisors
Texas
$372K +$9.32K +52 +3%
BMM
1724
Buffington Mohr McNeal
Idaho
$370K +$116K +645 +45%
RPWA
1725
Regent Peak Wealth Advisors
Georgia
$369K -$26.9K -150 -7%