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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 %
WPWM
2226
Western Pacific Wealth Management
Illinois
$3.94K
BCPWM
2227
Bradley & Co Private Wealth Management
Florida
$3.76K
GWSA
2228
Global Wealth Strategies & Associates
Colorado
$3.05K
PP
2229
Pacifica Partners
Canada
$2.7K
RAM
2230
Riggs Asset Management
Pennsylvania
$2.69K +$2.69K +15 New
HWM
2231
Horizons Wealth Management
North Carolina
$2.51K +$2.51K +14 New
KA
2232
Kozak & Associates
Colorado
$1.99K
IHWM
2233
Iron Horse Wealth Management
Iowa
$1.97K
2L
2234
25 LLC
Missouri
$1.67K
FSWA
2235
Financial Synergies Wealth Advisors
Texas
$1.61K -$9.15K -51 -85%
HWP
2236
Highline Wealth Partners
California
$1.26K -$538 -3 -30%
VF
2237
VitalStone Financial
Texas
$1K +$1K +9 New
DWA
2238
Delos Wealth Advisors
Texas
$897
KHC
2239
Koesten Hirschmann & Crabtree
Kansas
$409 -$818 -4 -67%
Comerica Bank
2240
Comerica Bank
Texas
$9 +$9 +10,022 New
JPMPWA
2241
J.P. Morgan Private Wealth Advisors
California
-$86.2M -444,121 Closed
VVP
2242
Vulcan Value Partners
Alabama
-$74.4M -383,604 Closed
AAM
2243
Ardevora Asset Management
United Kingdom
-$50.6M -260,836 Closed
Arrowstreet Capital
2244
Arrowstreet Capital
Massachusetts
-$13.9M -71,549 Closed
SSA
2245
Schonfeld Strategic Advisors
New York
-$9.09M -46,845 Closed
CAM
2246
ClariVest Asset Management
California
-$8.4M -43,287 Closed
BCAM
2247
Boston Common Asset Management
Massachusetts
-$7.79M -40,135 Closed
IWM
2248
Iams Wealth Management
Nebraska
-$6.79M -35,546 Closed
LG
2249
Leuthold Group
Minnesota
-$4.87M -25,115 Closed
YIH
2250
Y-Intercept (HK)
Hong Kong
-$4.82M -24,866 Closed