UPS icon

United Parcel Service

2,158 hedge funds and large institutions have $70.8B invested in United Parcel Service in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 839 increasing their positions, 923 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
-40
Holders Change %
-1.82%
% of All Funds
31.39%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
157
Increased
839
Reduced
923
Closed
158
Calls
$2.34B
Puts
$2.11B
Net Calls
+$226M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
351
Bar Harbor Wealth Management
New Hampshire
$11.8M -$34.2K -250 -0.3%
CAM
352
Cresset Asset Management
Illinois
$11.8M +$358K +2,615 +3%
JC
353
Jacobs & Co
California
$11.8M +$636K +4,644 +6%
FFIC
354
First Fiduciary Investment Counsel
Ohio
$11.7M +$123K +897 +1%
WA
355
Waverly Advisors
Alabama
$11.7M +$257K +1,875 +2%
PTEAP
356
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$11.6M +$39.7K +290 +0.3%
Bank of Nova Scotia
357
Bank of Nova Scotia
Ontario, Canada
$11.6M -$13.5M -98,850 -54%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$11.5M +$644K +4,707 +6%
IIM
359
Intact Investment Management
Quebec, Canada
$11.5M +$4.8M +35,060 +72%
MGIA
360
Moneta Group Investment Advisors
Missouri
$11.3M -$50.1K -366 -0.4%
HIMC
361
Heritage Investors Management Corp
Maryland
$11.3M +$1.92K +14 +0%
WWP
362
Waypoint Wealth Partners
California
$11.2M
Daiwa Securities Group
363
Daiwa Securities Group
Japan
$11.1M +$792K +5,788 +8%
JWCA
364
J.W. Cole Advisors
Florida
$11.1M +$1.18M +8,590 +12%
RWP
365
RWA Wealth Partners
Massachusetts
$11.1M +$61.4K +449 +0.6%
UBV
366
United Bank (Virginia)
Virginia
$11.1M -$258K -1,885 -2%
SF
367
Synovus Financial
Georgia
$11M +$180K +1,314 +2%
ZAM
368
Zevin Asset Management
Massachusetts
$11M -$151K -1,101 -1%
ISB
369
Iowa State Bank
Iowa
$11M +$18.2K +133 +0.2%
UCFA
370
United Capital Financial Advisors
Texas
$11M +$6.36M +46,470 +138%
SG Americas Securities
371
SG Americas Securities
New York
$10.9M -$4.26M -31,107 -28%
AI
372
Atria Investments
North Carolina
$10.8M -$2.07M -15,152 -16%
ACI
373
Alpha Cubed Investments
California
$10.8M -$4.05M -29,598 -27%
AAG
374
Armstrong Advisory Group
Massachusetts
$10.8M -$910K -6,649 -8%
LA
375
LBP AM
France
$10.8M +$825K +6,030 +8%