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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 %
Walleye Trading
701
Walleye Trading
New York
$3.29M -$9.6M -70,125 -74%
VFA
702
Valeo Financial Advisors
Indiana
$3.26M -$232K -1,697 -7%
JIM
703
Jensen Investment Management
Oregon
$3.26M -$13.7K -100 -0.4%
LAM
704
LECAP Asset Management
United Kingdom
$3.25M +$3.25M +23,736 New
HCM
705
Hengehold Capital Management
Ohio
$3.25M +$6.16K +45 +0.2%
PWM
706
Perigon Wealth Management
California
$3.23M -$674K -4,922 -17%
GLA
707
Good Life Advisors
Pennsylvania
$3.23M +$92K +672 +3%
DAS
708
Diversify Advisory Services
Utah
$3.23M -$659K -4,907 -17%
KRSITF
709
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.22M -$46.8K -342 -1%
SC
710
Schulhoff & Co
Ohio
$3.21M -$149K -1,092 -4%
BSW
711
Buckingham Strategic Wealth
Missouri
$3.2M +$6.3K +46 +0.2%
SP
712
SWS Partners
Ohio
$3.2M -$42.8K -313 -1%
BLAM
713
Bourne Lent Asset Management
New York
$3.18M +$15.2K +111 +0.5%
NMIMC
714
Northwestern Mutual Investment Management Company
Wisconsin
$3.18M +$35.7K +261 +1%
PS
715
Principal Securities
Iowa
$3.16M -$17.5K -128 -0.6%
HT
716
Heritage Trust
Oklahoma
$3.16M +$2.19K +16 +0.1%
HCA
717
Horan Capital Advisors
Ohio
$3.15M +$11.4K +83 +0.4%
OAM
718
Ostrum Asset Management
France
$3.14M -$119K -873 -4%
AWE
719
Avidian Wealth Enterprises
Texas
$3.12M +$119K +869 +4%
AUB
720
Atlantic Union Bankshares
Virginia
$3.11M +$332K +2,424 +12%
SC
721
Sawyer & Company
Massachusetts
$3.11M -$3.29K -24 -0.1%
SLG
722
Stanley-Laman Group
Pennsylvania
$3.1M +$125K +911 +4%
DW30
723
Drucker Wealth 3.0
New Jersey
$3.09M +$3.09M +22,607 New
OPTFSNA
724
Old Point Trust & Financial Services N A
Virginia
$3.09M +$14.9K +109 +0.5%
MCM
725
Monarch Capital Management
Indiana
$3.07M +$255K +1,866 +9%