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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 %
GWMIA
676
Global Wealth Management Investment Advisory
Florida
$3.55M +$213K +1,557 +6%
MTC
677
McDaniel Terry & Co
Texas
$3.55M -$49.5K -362 -1%
MP
678
McDonald Partners
Ohio
$3.53M +$713K +5,212 +25%
DWT
679
Dorsey & Whitney Trust
South Dakota
$3.53M -$64K -468 -2%
BWL
680
Bogart Wealth LLC
Virginia
$3.52M -$1.28M -9,321 -27%
BFA
681
Beaumont Financial Advisors
Massachusetts
$3.52M +$3.32M +24,238 +1,674%
WSFS
682
Wilmington Savings Fund Society
Delaware
$3.51M -$804K -5,877 -19%
PBC
683
Pavion Blue Capital
California
$3.5M +$72K +526 +2%
NIM
684
NEOS Investment Management
Connecticut
$3.49M +$1.09M +7,968 +45%
NW
685
NewEdge Wealth
Pennsylvania
$3.49M -$335K -2,447 -9%
P
686
Pitcairn
Pennsylvania
$3.45M +$207K +1,512 +6%
AWA
687
Arkadios Wealth Advisors
Georgia
$3.44M +$814K +5,947 +31%
OAC
688
OMERS Administration Corp
Ontario, Canada
$3.43M +$3.43M +25,077 New
III
689
Independent Investors Inc
New York
$3.4M
ACIM
690
Azimuth Capital Investment Management
Michigan
$3.38M +$80.7K +590 +2%
SWMG
691
Signature Wealth Management Group
Georgia
$3.37M +$61.7K +451 +2%
EF
692
Empirical Finance
Pennsylvania
$3.35M -$249K -1,816 -7%
MAWA
693
Moss Adams Wealth Advisors
Washington
$3.33M +$20.1K +147 +0.6%
CWS
694
Cypress Wealth Services
California
$3.33M -$15.5K -113 -0.5%
PWS
695
Peloton Wealth Strategists
Indiana
$3.32M -$11.6K -85 -0.3%
ACM
696
Argyle Capital Management
Pennsylvania
$3.32M +$161K +1,175 +5%
BRWA
697
B. Riley Wealth Advisors
Florida
$3.31M +$255K +1,863 +8%
VVP
698
Venture Visionary Partners
Ohio
$3.31M -$2.28M -16,679 -41%
GWM
699
Glass Wealth Management
Texas
$3.31M +$47.2K +345 +1%
MPM
700
Meritage Portfolio Management
Kansas
$3.3M -$45.2K -330 -1%