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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 %
ML
2001
Mayport LLC
Massachusetts
$217K +$4.48K +25 +2%
EFM
2002
E Fund Management
China
$217K -$26.7K -149 -11%
BPFA
2003
Barnes Pettey Financial Advisors
Mississippi
$217K
GCMG
2004
Gyroscope Capital Management Group
Florida
$216K +$216K +1,204 New
SIMG
2005
Stephens Investment Management Group
Texas
$216K
TIM
2006
Tevis Investment Management
Texas
$216K +$13.8K +77 +7%
TC
2007
Trust Company
Kansas
$215K
ACM
2008
AUA Capital Management
Pennsylvania
$215K -$6.99K -39 -3%
AWM
2009
Angeles Wealth Management
California
$214K -$18.6K -104 -8%
PTC
2010
Philadelphia Trust Company
Pennsylvania
$214K
RIM
2011
RW Investment Management
Idaho
$214K
SWM
2012
Shakespeare Wealth Management
Wisconsin
$213K
AA
2013
Advisory Alpha
Michigan
$213K +$213K +1,188 New
CW
2014
CIC Wealth
Maryland
$212K +$179 +1 +0.1%
BBW
2015
Blue Barn Wealth
Utah
$211K -$19.2K -107 -8%
OWA
2016
Opal Wealth Advisors
New York
$211K -$6.27K -35 -3%
WBC
2017
West Branch Capital
Massachusetts
$211K +$1.43K +8 +0.7%
KCM
2018
KRS Capital Management
Michigan
$210K -$137K -767 -40%
FPB
2019
First PREMIER Bank
South Dakota
$210K -$12.5K -70 -6%
CAG
2020
Crestwood Advisors Group
Massachusetts
$209K +$209K +1,167 New
CA
2021
CGN Advisors
Kansas
$209K -$1.79K -10 -0.9%
MS
2022
Maven Securities
Jersey
$209K -$50K -279 -19%
ET
2023
Equitable Trust
Tennessee
$208K
KWA
2024
KCS Wealth Advisory
California
$208K -$118K -661 -36%
CST
2025
Charles Schwab Trust
Nevada
$207K -$3.51K -21 -2%