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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
31.38%
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 %
VCA
476
Verdence Capital Advisors
Maryland
$7.11M +$3.2M +23,349 +82%
MPM
477
MBB Public Markets
Illinois
$7.1M +$6.83M +49,926 +2,525%
Kayne Anderson Rudnick Investment Management
478
Kayne Anderson Rudnick Investment Management
California
$7.07M -$2.72M -19,871 -28%
LDB
479
Lee, Danner & Bass
Tennessee
$7.05M +$7.05M +51,532 New
BHIA
480
Birch Hill Investment Advisors
Massachusetts
$7.02M -$806K -5,890 -10%
EWM
481
Empirical Wealth Management
Washington
$7.01M -$258K -1,885 -4%
RMC
482
Resources Management Corp
Connecticut
$6.81M +$121K +885 +2%
SC
483
Savant Capital
Illinois
$6.73M +$2.86M +20,897 +74%
VPIM
484
Vanguard Personalized Indexing Management
California
$6.7M -$627K -4,624 -9%
LBC
485
Lowe Brockenbrough & Co
Virginia
$6.69M -$65.8K -481 -1%
FNBOO
486
First National Bank of Omaha
Nebraska
$6.68M +$300K +2,195 +5%
GAM
487
Griffin Asset Management
New York
$6.58M +$200K +1,458 +3%
IWC
488
Integrated Wealth Concepts
Massachusetts
$6.5M -$1.35M -9,871 -17%
KFP
489
Keystone Financial Planning
Ohio
$6.49M +$153K +1,117 +2%
HC
490
Hendley & Co
Ohio
$6.49M -$264K -1,928 -4%
HFS
491
Hantz Financial Services
Michigan
$6.43M -$2.02M -14,745 -24%
WAP
492
Wealthcare Advisory Partners
Pennsylvania
$6.41M +$159K +1,164 +3%
MDCM
493
Morgan Dempsey Capital Management
Wisconsin
$6.41M -$309K -2,259 -5%
SGI
494
Summit Global Investments
Utah
$6.4M +$2.75M +20,061 +75%
HIMCH
495
Hartford Investment Management Co (HIMCO)
Connecticut
$6.39M -$5.75K -42 -0.1%
AIM
496
Anchor Investment Management
South Carolina
$6.39M -$1.14M -8,338 -15%
CFB
497
Cullen/Frost Bankers
Texas
$6.37M -$5.49M -40,134 -46%
CA
498
Commerzbank Aktiengesellschaft
Germany
$6.36M +$2.14M +15,671 +51%
TCM
499
Tufton Capital Management
Maryland
$6.34M +$44.1K +322 +0.7%
IAA
500
Independent Advisor Alliance
North Carolina
$6.33M -$2.36M -17,275 -27%