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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 %
JC
2351
JB Capital
Connecticut
-$208K -1,075 Closed
TWP
2352
Tempus Wealth Planning
California
-$208K -1,073 Closed
RZH
2353
Relyea Zuckerberg Hanson
Connecticut
-$208K -1,070 Closed
CNB
2354
Camden National Bank
Maine
-$207K -1,069 Closed
GCA
2355
Gradient Capital Advisors
California
-$207K -1,067 Closed
MWP
2356
Meredith Wealth Planning
Illinois
-$207K -1,066 Closed
BA
2357
Bard Associates
Illinois
-$206K -1,064 Closed
CHP
2358
Cable Hill Partners
Oregon
-$204K -1,054 Closed
SIMG
2359
Sonora Investment Management Group
Arizona
-$204K -1,053 Closed
SIM
2360
SSI Investment Management
California
-$203K -1,049 Closed
KA
2361
Kooman & Associates
Pennsylvania
-$203K -1,046 Closed
DA
2362
Doliver Advisors
Texas
-$203K -1,046 Closed
GPA
2363
Garrison Point Advisors
California
-$202K -1,040 Closed
IAP
2364
Indie Asset Partners
Indiana
-$201K -1,038 Closed
WIP
2365
WealthCare Investment Partners
Rhode Island
-$201K -1,036 Closed
MIA
2366
Milestone Investment Advisors
Wisconsin
-$201K -1,034 Closed
BA
2367
Ballast Advisors
Minnesota
-$200K -1,032 Closed
BA
2368
Bellwether Advisors
Nebraska
-$165K -850 Closed
EI
2369
Ellevest Inc
New York
-$123K -635 Closed
SC
2370
Schubert & Co
Texas
-$79.3K -409 Closed
CIA
2371
Cascade Investment Advisors
Oregon
-$68.9K -355 Closed
TCWA
2372
Ten Capital Wealth Advisors
Washington
-$65.8K -339 Closed
LSV Asset Management
2373
LSV Asset Management
Illinois
-$58K -300 Closed
SSC
2374
Syverson Strege & Co
Iowa
-$41.7K -215 Closed
CCM
2375
Carderock Capital Management
Maryland
-$32.4K -167 Closed