UPS icon

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 %
HCMG
2151
Howard Capital Management Group
California
$7.17K
HI
2152
Hoey Investments
Pennsylvania
$7.02K
PPWM
2153
PFG Private Wealth Management
Florida
$6.86K -$4.05K -26 -37%
SWM
2154
Sanctuary Wealth Management
Idaho
$6.55K
ECM
2155
Estabrook Capital Management
New York
$6.24K
LFA
2156
Legend Financial Advisors
Pennsylvania
$5.92K
LG
2157
LAM Group
Oregon
$5.3K
AW
2158
Avion Wealth
Texas
$5K +$2.27K +20 +83%
WFA
2159
West Financial Advisors
Iowa
$4.83K +$4.83K +31 New
ACA
2160
Atlas Capital Advisors
Wyoming
$4.83K
MFG
2161
Mendota Financial Group
Wisconsin
$4.68K
NOI
2162
Newton One Investments
Delaware
$4.61K +$154 +1 +3%
ECM
2163
Everence Capital Management
Indiana
$4.38K +$302 +1,940 +7%
MAM
2164
Marquette Asset Management
Minnesota
$4.37K
PA
2165
PSI Advisors
Florida
$4.36K -$39K -250 -90%
CTWM
2166
Cherry Tree Wealth Management
Minnesota
$4.21K
AWM
2167
Activest Wealth Management
Florida
$4.1K
HC
2168
Hoese & Co
Minnesota
$4.05K
MLA
2169
MB, Levis & Associates
Pennsylvania
$3.9K
LWA
2170
Lowe Wealth Advisors
Maryland
$3.9K
TCA
2171
Trifecta Capital Advisors
Illinois
$3.9K
FWM
2172
Focused Wealth Management
New York
$3.84K +$153 +1 +4%
APW
2173
Atlantic Private Wealth
North Carolina
$3.74K
NECFA
2174
New England Capital Financial Advisors
Connecticut
$3.64K
SC
2175
Stephens Consulting
Michigan
$3.59K