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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 %
SL
1826
Salomon & Ludwin
Virginia
$305K -$2.33K -13 -0.8%
PWM
1827
Paulson Wealth Management
Illinois
$305K +$305K +1,699 New
MKC
1828
M. Kraus & Co
Vermont
$305K -$3.05K -17 -1%
NC
1829
NovaPoint Capital
Georgia
$303K -$358 -2 -0.1%
WR
1830
WD Rutherford
Oregon
$302K
CRC
1831
Curi RMB Capital
Illinois
$302K +$96.8K +540 +47%
MC
1832
Montag & Caldwell
Georgia
$301K
FFP
1833
FourThought Financial Partners
Florida
$301K -$19.4K -108 -6%
BFA
1834
Beaumont Financial Advisors
Massachusetts
$301K +$9.86K +55 +3%
VWM
1835
Vigilare Wealth Management
Arizona
$300K -$11.3K -63 -4%
GIM
1836
Goelzer Investment Management
Indiana
$300K -$21.5K -120 -7%
SMWM
1837
Silvia McColl Wealth Management
California
$299K -$6.27K -35 -2%
TCBWMS
1838
Texas Capital Bank Wealth Management Services
Texas
$298K -$67K -374 -18%
TCOK
1839
Trust Company of Kansas
Kansas
$298K -$5.37K -30 -2%
IAM
1840
Innovis Asset Management
Illinois
$297K -$3.59K -20 -1%
AC
1841
ASB Consultores
Florida
$297K
PWA
1842
Phoenix Wealth Advisors
North Carolina
$297K -$1.44M -8,055 -83%
GC
1843
Guidance Capital
Kentucky
$297K +$297K +1,679 New
AIM
1844
Avity Investment Management
Connecticut
$296K -$35K -195 -11%
FSA
1845
Fort Sheridan Advisors
Illinois
$296K
BAM
1846
Bellevue Asset Management
Washington
$295K -$22K -123 -7%
HAS
1847
HBW Advisory Services
California
$293K +$293K +1,634 New
BLC
1848
Brown, Lisle/Cummings
Rhode Island
$293K +$17.4K +97 +6%
XS
1849
XR Securities
Illinois
$292K +$292K +1,631 New
SIC
1850
Sterling Investment Counsel
New York
$292K +$292K +1,630 New