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
31.38%
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 %
Koshinski Asset Management
501
Koshinski Asset Management
Illinois
$6.3M -$19.6K -146 -0.3%
GC
502
Gratus Capital
Georgia
$6.27M +$21.2K +155 +0.3%
WA
503
Wambolt & Associates
Colorado
$6.23M +$2.18K +16 +0%
GAM
504
Gotham Asset Management
New York
$6.17M +$4.77M +34,853 +341%
NGA
505
Naples Global Advisors
Florida
$6.17M +$226K +1,655 +4%
S
506
SignatureFD
Georgia
$6.14M -$154K -1,123 -2%
MYAM
507
Meiji Yasuda Asset Management
Japan
$6.1M +$2.49M +18,227 +69%
APP
508
Avantax Planning Partners
Iowa
$6.06M +$637K +4,654 +12%
IHL
509
Investment House LLC
California
$6.06M -$423K -3,089 -7%
ATPW
510
Ashton Thomas Private Wealth
Arizona
$6.04M -$47.1K -344 -0.8%
LOPW
511
Live Oak Private Wealth
North Carolina
$6.03M +$2.19K +16 +0%
SWP
512
Stratos Wealth Partners
Ohio
$6.03M -$47.4K -346 -0.8%
BCM
513
Birch Capital Management
Texas
$6.02M +$38K +278 +0.6%
AWS
514
Atria Wealth Solutions
New York
$5.98M -$118K -861 -2%
MMA
515
Miracle Mile Advisors
California
$5.96M +$19.8K +145 +0.3%
HFS
516
Haverford Financial Services
Pennsylvania
$5.95M -$233K -1,705 -4%
FNT
517
First National Trust
Pennsylvania
$5.92M -$145K -1,060 -2%
NIM
518
Northeast Investment Management
Massachusetts
$5.9M -$201K -1,468 -3%
BIG
519
Builder Investment Group
Georgia
$5.89M -$27.4K -200 -0.5%
SCA
520
Sage Capital Advisors
South Dakota
$5.89M +$322K +2,353 +6%
ERIC
521
Eagle Rock Investment Company
Georgia
$5.89M +$1.69M +12,366 +40%
B
522
Bailard
California
$5.83M -$2.69M -19,660 -32%
EAM
523
Erste Asset Management
Austria
$5.79M -$1.59M -11,727 -22%
IPW
524
Inlet Private Wealth
Florida
$5.75M +$604K +4,413 +12%
BHWA
525
Beacon Harbor Wealth Advisors
Virginia
$5.75M +$674K +4,924 +13%