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United Parcel Service

2,186 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, 885 increasing their positions, 901 reducing their positions, and 157 closing their positions.

Holders
2,186
Holders Change
-50
Holders Change %
-2.24%
% of All Funds
34.86%
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
885
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 %
WG
2326
Welch Group
Alabama
-$204K -1,138 Closed
HIC
2327
Holderness Investments Company
North Carolina
-$204K -1,137 Closed
IWN
2328
Independent Wealth Network
Iowa
-$203K -1,132 Closed
NFP
2329
Narus Financial Partners
Utah
-$202K -1,125 Closed
CLOS
2330
Compagnie Lombard Odier SCmA
Switzerland
-$181K -1,011 Closed
SSG
2331
Summit Securities Group
New York
-$170K -947 Closed
PIAS
2332
PCA Investment Advisory Services
Ohio
-$90.8K -506 Closed
FA
2333
Fiduciary Alliance
South Carolina
-$71.9K -401 Closed
TFP
2334
Tilia Fiduciary Partners
North Carolina
-$58.8K -328 Closed
TAIM
2335
TD Ameritrade Investment Management
Nebraska
-$57K -316 Closed
WIM
2336
WealthPlan Investment Management
Nebraska
-$32.3K -180 Closed
RTC
2337
Riverview Trust Company
Washington
-$28.5K -159 Closed
SF
2338
Safeguard Financial
Wisconsin
-$21K -119 Closed
DI
2339
Disciplined Investments
Oklahoma
-$19.5K -109 Closed
ODG
2340
O'Dell Group
Ohio
-$15.8K -88 Closed
FCG
2341
Financial Connections Group
California
-$8K -47 Closed
CWA
2342
Clearview Wealth Advisors
Oregon
-$6.27K -35 Closed
RAM
2343
Riggs Asset Management
Pennsylvania
-$2.69K -15 Closed
HWM
2344
Horizons Wealth Management
North Carolina
-$2.51K -14 Closed
VF
2345
VitalStone Financial
Texas
-$1K -9 Closed
2L
2346
25 LLC
Missouri
-$1.67K -9 Closed