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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 %
SPWM
1776
Schrum Private Wealth Management
Florida
$341K +$717 +4 +0.2%
AA
1777
Alta Advisers
United Kingdom
$341K
FFA
1778
Farther Finance Advisors
California
$339K +$135K +754 +66%
SCA
1779
STALEY CAPITAL ADVISERS
Pennsylvania
$339K +$1.61K +9 +0.5%
FMP
1780
Financial Management Professionals
Texas
$338K -$70K -390 -17%
CAC
1781
Cowen and Company
New York
$338K +$338K +1,884 New
NEWAS
1782
N.E.W. Advisory Services
Wisconsin
$337K +$896 +5 +0.3%
S
1783
SimplyRich
California
$336K
VHAM
1784
Van Hulzen Asset Management
California
$334K +$334K +1,866 New
HC
1785
Hamilton Capital
Ohio
$333K -$22.4K -125 -6%
FH
1786
FWG Holdings
Florida
$332K +$6.19K +34 +2%
RIA
1787
Richwood Investment Advisors
Ohio
$331K -$120K -672 -27%
AT
1788
American Trust
Kentucky
$330K -$16.1K -90 -5%
LB
1789
Legacy Bridge
Iowa
$330K
SFO
1790
Stokes Family Office
Louisiana
$329K -$29.6K -165 -8%
PRWA
1791
Platte River Wealth Advisors
Colorado
$329K
TCMP
1792
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K -$54.8K -306 -14%
WA
1793
Wealth Advisors
California
$328K -$3.92K -21 -1%
GCA
1794
Greenwood Capital Associates
South Carolina
$328K -$6.59M -36,781 -95%
WMS
1795
Wealth Management Solutions
Pennsylvania
$326K -$17.7K -99 -5%
T
1796
TNF
Montana
$324K +$358 +2 +0.1%
CIA
1797
Cladis Investment Advisory
Montana
$323K
TLA
1798
Tanglewood Legacy Advisors
Texas
$321K -$7.17K -40 -2%
FCA
1799
FLC Capital Advisors
California
$321K
CHA
1800
Carmichael Hill & Associates
Maryland
$321K +$125K +700 +64%