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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 %
HCP
1876
Holt Capital Partners
Texas
$241K -$162K -1,040 -40%
LA
1877
LexAurum Advisors
Kansas
$241K +$156 +1 +0.1%
EWA
1878
Encompass Wealth Advisors
Oregon
$240K -$7.79K -50 -3%
WI
1879
Wintrust Investments
Illinois
$240K +$13.3K +85 +6%
SRC
1880
Sage Rhino Capital
California
$240K -$9.2K -59 -4%
KA
1881
Kercheville Advisors
Texas
$240K
Legacy Financial Group (Iowa)
1882
Legacy Financial Group (Iowa)
Iowa
$239K +$239K +1,536 New
IPW
1883
Invictus Private Wealth
Colorado
$239K -$779 -5 -0.3%
GWA
1884
GGM Wealth Advisors
Maryland
$238K
MS
1885
Maven Securities
Jersey
$238K +$56.6K +363 +31%
TA
1886
Tiedemann Advisors
New York
$238K +$238K +1,526 New
GCMG
1887
Gyroscope Capital Management Group
Florida
$238K +$49.9K +320 +27%
PL
1888
Plancorp LLC
Missouri
$237K +$237K +1,521 New
FCA
1889
FinTrust Capital Advisors
South Carolina
$237K -$44.7K -287 -16%
AWMNH
1890
Arcadia Wealth Management (New Hampshire)
New Hampshire
$237K -$12.8K -82 -5%
NC
1891
NovaPoint Capital
Georgia
$236K -$27.1K -174 -10%
RPCONE
1892
Retirement Planning Company of New England
Rhode Island
$235K -$14.3K -92 -6%
CIP
1893
Convergence Investment Partners
Florida
$235K -$1.35M -8,640 -85%
HBW
1894
Hazlett, Burt & Watson
West Virginia
$235K -$7.16K -46 -3%
TFA
1895
Trinity Financial Advisors
Ohio
$235K -$262K -1,684 -53%
AIM
1896
Avity Investment Management
Connecticut
$234K -$23.4K -150 -9%
FHC
1897
First Heartland Consultants
Missouri
$234K -$68.6K -440 -23%
LJHT
1898
Laurie J. Hall Trustee
$234K +$9.3K +60 +4%
BCP
1899
Berkeley Capital Partners
Georgia
$234K -$10.3K -66 -4%
RC
1900
RBO & Co
California
$234K