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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 %
IFAM
2051
Institutional & Family Asset Management
Colorado
$173K -$14.2K -79 -8%
SSG
2052
Summit Securities Group
New York
$170K -$87.1K -485 -34%
WIM
2053
Westside Investment Management
California
$170K
SWA
2054
Sutton Wealth Advisors
Florida
$163K -$9.86K -55 -6%
AA
2055
Addison Advisors
Vermont
$162K +$10.4K +58 +7%
TFA
2056
Toth Financial Advisory
Virginia
$161K -$3.41K -19 -2%
MTIC
2057
Missouri Trust & Investment Company
Missouri
$161K +$38.5K +215 +31%
PH
2058
Pinnacle Holdings
Oklahoma
$160K -$2.69K -15 -2%
RFG
2059
RFP Financial Group
Georgia
$157K +$134K +750 +595%
EBA
2060
Eagle Bay Advisors
New York
$155K -$17.6K -98 -10%
CA
2061
Crewe Advisors
Utah
$154K -$48.9K -273 -24%
LF
2062
Lee Financial
Texas
$151K -$4.66K -26 -3%
MA
2063
MCF Advisors
Kentucky
$151K
RA
2064
Rise Advisors
New York
$148K +$14.7K +82 +11%
FPF
2065
First Pacific Financial
Washington
$147K +$147K +818 New
CWM
2066
CarsonAllaria Wealth Management
Illinois
$146K +$896 +5 +0.6%
FCFS
2067
First Command Financial Services
Texas
$145K +$28.7K +160 +25%
FCB
2068
First Command Bank
Texas
$145K +$28.7K +160 +25%
C
2069
Covestor
United Kingdom
$145K -$8.43K -47 -5%
HB
2070
Horizon Bancorp
Indiana
$144K -$8.25K -46 -5%
KC
2071
Kenfarb & Co
Kentucky
$143K
SIM
2072
Studio Investment Management
Illinois
$139K +$60K +335 +76%
PAG
2073
Paladin Advisory Group
Iowa
$133K +$1.26K +7 +1%
AT
2074
Avalon Trust
New Mexico
$133K
KI
2075
Kapitalo Investimentos
Brazil
$132K +$132K +738 New