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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 %
WS
776
Wedbush Securities
California
$2.68M +$75.4K +551 +3%
CC
777
Courier Capital
New York
$2.67M +$30.8K +225 +1%
SW
778
SVB Wealth
Massachusetts
$2.66M +$116K +845 +5%
GAM
779
Groupama Asset Management
France
$2.66M +$1.15M +8,425 +77%
ITC
780
Inspire Trust Company
Nevada
$2.64M +$2.64M +19,291 New
PHK
781
Point72 Hong Kong
Hong Kong
$2.63M +$2.63M +19,226 New
LWANC
782
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.63M -$251K -1,835 -9%
TPCW
783
TD Private Client Wealth
New York
$2.62M +$103K +750 +4%
JA
784
JLB & Associates
Michigan
$2.61M +$74.3K +543 +3%
FLPIM
785
F.L. Putnam Investment Management
Massachusetts
$2.61M +$1.98M +14,467 +315%
NERM
786
New England Research & Management
Illinois
$2.6M -$1.01M -7,388 -28%
WIS
787
Wright Investors Service
Connecticut
$2.58M +$29.1K +213 +1%
SCP
788
Shorepoint Capital Partners
Massachusetts
$2.58M +$132K +965 +5%
CAS
789
Coppell Advisory Solutions
Texas
$2.57M +$2.57M +18,815 New
RWM
790
Rockline Wealth Management
New York
$2.57M +$24.8K +181 +1%
LRPA
791
L. Roy Papp & Associates
Arizona
$2.57M -$103K -750 -4%
AP
792
Americana Partners
Texas
$2.55M +$279K +2,039 +12%
NB
793
NBT Bank
New York
$2.55M -$18.3K -134 -0.7%
MWM
794
Maltin Wealth Management
New Jersey
$2.55M +$274 +2 +0%
PA
795
Parallel Advisors
California
$2.55M -$124K -905 -5%
SCP
796
Stamos Capital Partners
California
$2.54M +$234K +1,710 +10%
NWM
797
Northcape Wealth Management
New York
$2.54M +$547 +4 +0%
BWG
798
Boomfish Wealth Group
Georgia
$2.53M +$2.05K +15 +0.1%
Kovitz Investment Group Partners
799
Kovitz Investment Group Partners
Illinois
$2.53M +$1.66M +12,101 +189%
NSAM
800
North Star Asset Management
Wisconsin
$2.53M -$390K -2,850 -13%