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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 %
TIM
2126
Thompson Investment Management
Wisconsin
$17K
AWM
2127
AllSquare Wealth Management
New York
$16.2K
RDFA
2128
Ritter Daniher Financial Advisory
Ohio
$15.6K
WWP
2129
WR Wealth Planners
Missouri
$14.6K -$2.33K -15 -14%
OLVIG
2130
Oliver Lagore Vanvalin Investment Group
Michigan
$14.5K
TIM
2131
Tortoise Investment Management
New York
$14K +$623 +4 +5%
CA
2132
Centerpoint Advisors
Massachusetts
$14K
GFL
2133
Granite FO LLC
New Hampshire
$13.6K
SV
2134
Sturgeon Ventures
United Kingdom
$12.5K
CNBTD
2135
Citizens National Bank Trust Department
Mississippi
$12.5K
MWA
2136
Moser Wealth Advisors
Washington
$12.3K
EA
2137
Evolution Advisers
Virginia
$12K -$2.13K -14 -15%
EAM
2138
Eukles Asset Management
Ohio
$11.4K
FWA
2139
FSC Wealth Advisors
New York
$11.1K +$11.1K +71 New
CMA
2140
Cedar Mountain Advisors
Oregon
$10.2K
IA
2141
IFS Advisors
Kansas
$10.1K
NSG
2142
Nalls Sherbakoff Group
Tennessee
$9.76K +$9.76K +63 New
SA
2143
SRH Advisors
Kansas
$9.35K
DCBT
2144
Dakota Community Bank & Trust
North Dakota
$9.35K
TJHA
2145
Thomas J. Herzfeld Advisors
Florida
$9.04K
RG
2146
Retirement Group
California
$8.57K
AP
2147
Atwood & Palmer
Missouri
$8.11K
CFS
2148
CGC Financial Services
Oregon
$7.79K -$4.37K -28 -36%
CB
2149
Centennial Bank
Arkansas
$7.79K
CWA
2150
Carolina Wealth Advisors
South Carolina
$7.79K -$16.8K -108 -68%