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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 %
POIA
2176
Pin Oak Investment Advisors
Texas
$20K
TIM
2177
Thompson Investment Management
Wisconsin
$19.5K
DI
2178
Disciplined Investments
Oklahoma
$19.5K -$25.9K -145 -57%
WWP
2179
WR Wealth Planners
Missouri
$19.5K -$1.25K -7 -6%
RDFA
2180
Ritter Daniher Financial Advisory
Ohio
$17.9K
AWM
2181
AllSquare Wealth Management
New York
$17.7K
OLVIG
2182
Oliver Lagore Vanvalin Investment Group
Michigan
$16.7K
CA
2183
Centerpoint Advisors
Massachusetts
$16K -$15.8K -91 -50%
EA
2184
Evolution Advisers
Virginia
$16K +$688 +4 +4%
ODG
2185
O'Dell Group
Ohio
$15.8K +$15.8K +88 New
GFL
2186
Granite FO LLC
New Hampshire
$15.6K -$71.7K -400 -82%
TIM
2187
Tortoise Investment Management
New York
$15.4K
SV
2188
Sturgeon Ventures
United Kingdom
$14.4K
CNBTD
2189
Citizens National Bank Trust Department
Mississippi
$14.3K
MWA
2190
Moser Wealth Advisors
Washington
$14.2K +$14.2K +79 New
CFS
2191
CGC Financial Services
Oregon
$13.9K +$13.9K +78 New
EAM
2192
Eukles Asset Management
Ohio
$13.1K
PPWM
2193
PFG Private Wealth Management
Florida
$12.5K +$9.68K +54 +338%
IA
2194
IFS Advisors
Kansas
$11.7K +$10.8K +60 +1,200%
SA
2195
SRH Advisors
Kansas
$11.6K
CMA
2196
Cedar Mountain Advisors
Oregon
$11.6K +$179 +1 +2%
DCBT
2197
Dakota Community Bank & Trust
North Dakota
$10.8K
TJHA
2198
Thomas J. Herzfeld Advisors
Florida
$10.4K
RG
2199
Retirement Group
California
$9.86K +$8.96K +50 +1,000%
HWM
2200
HighMark Wealth Management
Minnesota
$9.57K