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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 %
KC
2026
Kenfarb & Co
Kentucky
$125K
CWM
2027
CarsonAllaria Wealth Management
Illinois
$124K -$2.65K -17 -2%
HIM
2028
Hillsdale Investment Management
Ontario, Canada
$122K +$63.9K +410 +110%
WB
2029
Webster Bank
Connecticut
$122K +$21K +135 +21%
PAG
2030
Paladin Advisory Group
Iowa
$117K +$1.09K +7 +0.9%
AGWCA
2031
Annis Gardner Whiting Capital Advisors
Florida
$116K +$116K +743 New
IFAM
2032
Institutional & Family Asset Management
Colorado
$115K -$35.5K -228 -24%
MCM
2033
MV Capital Management
Maryland
$110K -$43K -276 -28%
AP
2034
Arlington Partners
Alabama
$110K
AT
2035
Arlington Trust
Alabama
$110K +$110K +706 New
MAWCM
2036
Mine & Arao Wealth Creation & Management
California
$110K +$467 +3 +0.4%
BC
2037
Belmont Capital
California
$109K +$83.2K +534 +320%
RCA
2038
Reitz Capital Advisors
Michigan
$103K +$103K +667 New
USGIU
2039
U.S. Global Investors (USGI)
Texas
$103K +$8.26K +53 +9%
MME
2040
Meag Munich Ergo
Germany
$102K
FCAS
2041
First Command Advisory Services
Texas
$101K +$101K +650 New
IWP
2042
IAG Wealth Partners
Wisconsin
$99.8K
GPI
2043
General Partner Inc
Pennsylvania
$97.1K
JFA
2044
JNBA Financial Advisors
Minnesota
$95.4K +$1.25K +8 +1%
ORAM
2045
One River Asset Management
Connecticut
$93.9K
AT
2046
Avalon Trust
New Mexico
$93.9K -$21.3K -137 -19%
CSWM
2047
Cassady Schiller Wealth Management
Ohio
$91K +$4.83K +31 +6%
MA
2048
MCF Advisors
Kentucky
$89.1K -$41.8K -268 -32%
TC
2049
Tacita Capital
Ontario, Canada
$88.1K +$20.3K +130 +30%
PVH
2050
Psagot Value Holdings
Israel
$86K