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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 %
PSB
2101
Piscataqua Savings Bank
New Hampshire
$34K
HFS
2102
HBC Financial Services
Washington
$33K +$153 +1 +0.5%
MRCM
2103
M&R Capital Management
New Jersey
$31.3K -$7.64K -49 -20%
GA
2104
GoalVest Advisory
New York
$31K
GKIM
2105
GW&K Investment Management
Massachusetts
$31K -$5.61K -36 -15%
KFS
2106
Kelly Financial Services
Massachusetts
$30.6K +$8.09K +52 +36%
CPG
2107
Cornerstone Planning Group
New Jersey
$30.2K -$779 -5 -3%
BIA
2108
Bell Investment Advisors
California
$30.1K -$935 -6 -3%
GWM
2109
Guardian Wealth Management
Illinois
$29.8K +$312 +2 +1%
JMF
2110
Johnson Midwest Financial
Iowa
$29.5K +$156 +1 +0.5%
JGCM
2111
Joseph Group Capital Management
Ohio
$27.3K
WAS
2112
Winch Advisory Services
Wisconsin
$26K +$158 +1 +0.6%
OIAM
2113
OFI Invest Asset Management
France
$25K +$25K +170 New
WOSD
2114
WFA of San Diego
California
$24.2K -$10.6K -68 -30%
PP
2115
PrairieView Partners
Minnesota
$23K
IAS
2116
IMA Advisory Services
Colorado
$22.1K
CMP
2117
Coston McIsaac & Partners
Maine
$22K +$152 +1 +0.7%
CWA
2118
Core Wealth Advisors
Florida
$21.4K
HWM
2119
HighMark Wealth Management
Minnesota
$21.3K +$13.1K +84 +158%
FCT
2120
First Community Trust
Iowa
$20.1K -$10.9K -70 -35%
DFC
2121
DB Fitzpatrick & Co
Idaho
$20.1K
DSC
2122
Duncker Streett & Co
Missouri
$20K
RF
2123
Robbins Farley
New Hampshire
$19.8K
FFL
2124
Financial Freedom LLC
Ohio
$19.5K
POIA
2125
Pin Oak Investment Advisors
Texas
$17K