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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 %
WRM
2301
Weybosset Research & Management
Rhode Island
-$364K -1,875 Closed
WFI
2302
West Family Investments
California
-$360K -1,854 Closed
SSWM
2303
Strait & Sound Wealth Management
California
-$355K -1,828 Closed
CFO
2304
Callan Family Office
Pennsylvania
-$352K -1,814 Closed
RWA
2305
Rainsberger Wealth Advisors
Colorado
-$343K -1,769 Closed
UF
2306
Univest Financial
Pennsylvania
-$340K -1,751 Closed
ACM
2307
AlphaStar Capital Management
North Carolina
-$304K -1,751 Closed
RCA
2308
Reitz Capital Advisors
Michigan
-$316K -1,629 Closed
LNWTC
2309
Laird Norton Wetherby Trust Company
Washington
-$306K -1,576 Closed
DU
2310
Delphia (USA)
Ontario, Canada
-$293K -1,510 Closed
TCM
2311
Teza Capital Management
Illinois
-$292K -1,506 Closed
Dodge & Cox
2312
Dodge & Cox
California
-$291K -1,500 Closed
CFA
2313
Compass Financial Advisors
Indiana
-$286K -1,477 Closed
GSIAS
2314
Garden State Investment Advisory Services
New Jersey
-$281K -1,450 Closed
CRI
2315
Colonial River Investments
Virginia
-$275K -1,416 Closed
HFP
2316
Holistic Financial Partners
Indiana
-$273K -1,409 Closed
CPSC
2317
Carl P. Sherr & Co
Massachusetts
-$271K -1,398 Closed
GCP
2318
Gill Capital Partners
Colorado
-$270K -1,392 Closed
ETIA
2319
Epic Trust Investment Advisors
Washington
-$264K -1,358 Closed
HHGA
2320
Halbert Hargrove Global Advisors
California
-$260K -1,340 Closed
PFA
2321
Petra Financial Advisors
Colorado
-$257K -1,326 Closed
1IA
2322
1834 Investment Advisors
Wisconsin
-$256K -1,318 Closed
6F
2323
626 Financial
Michigan
-$256K -1,318 Closed
CD
2324
Chapin Davis
Maryland
-$251K -1,294 Closed
FEM
2325
Fulcrum Equity Management
Texas
-$244K -1,257 Closed