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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 %
AP
2201
Atwood & Palmer
Missouri
$9.32K +$3.59K +20 +63%
CB
2202
Centennial Bank
Arkansas
$8.96K -$71.7K -400 -89%
HCMG
2203
Howard Capital Management Group
California
$8.25K +$8.25K +46 New
HI
2204
Hoey Investments
Pennsylvania
$8.07K
FCG
2205
Financial Connections Group
California
$8K +$2.72K +16 +52%
SWM
2206
Sanctuary Wealth Management
Idaho
$7.53K +$7.53K +42 New
ECM
2207
Estabrook Capital Management
New York
$7.17K
LFA
2208
Legend Financial Advisors
Pennsylvania
$6.81K -$1.43K -8 -17%
CWA
2209
Clearview Wealth Advisors
Oregon
$6.27K +$3.59K +20 +133%
LG
2210
LAM Group
Oregon
$6.1K
ACA
2211
Atlas Capital Advisors
Wyoming
$5.56K -$88.4K -493 -94%
MFG
2212
Mendota Financial Group
Wisconsin
$5.38K -$5.56K -31 -51%
NOI
2213
Newton One Investments
Delaware
$5.25K
AWM
2214
Activest Wealth Management
Florida
$5.2K
MAM
2215
Marquette Asset Management
Minnesota
$5.02K
CTWM
2216
Cherry Tree Wealth Management
Minnesota
$4.84K +$4.84K +27 New
HC
2217
Hoese & Co
Minnesota
$4.66K
TCA
2218
Trifecta Capital Advisors
Illinois
$4.48K
MLA
2219
MB, Levis & Associates
Pennsylvania
$4.48K
LWA
2220
Lowe Wealth Advisors
Maryland
$4.48K
FWM
2221
Focused Wealth Management
New York
$4.37K
APW
2222
Atlantic Private Wealth
North Carolina
$4.26K
NECFA
2223
New England Capital Financial Advisors
Connecticut
$4.15K
SC
2224
Stephens Consulting
Michigan
$4.12K -$2.69K -15 -39%
AW
2225
Avion Wealth
Texas
$4K +$2.83K +17 +243%