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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 %
QPBE
801
Quintet Private Bank (Europe)
Luxembourg
$2.52M -$1.03M -6,554 -29%
SSWM
802
Sheets Smith Wealth Management
North Carolina
$2.52M -$120K -875 -5%
FB
803
Fulton Bank
Pennsylvania
$2.52M -$163K -1,190 -6%
SWS
804
SYSTM Wealth Solutions
Illinois
$2.51M -$2.96M -21,652 -54%
PCM
805
Palouse Capital Management
Washington
$2.51M +$678K +4,955 +37%
PFA
806
Pure Financial Advisors
California
$2.51M -$22.4K -164 -0.9%
BHA
807
Beech Hill Advisors
New York
$2.5M +$2.5M +18,285 New
APC
808
Aspire Private Capital
North Carolina
$2.49M -$33.8K -247 -1%
GIA
809
GHP Investment Advisors
Colorado
$2.49M +$105K +766 +4%
RB
810
Rodgers Brothers
Pennsylvania
$2.46M +$101K +740 +4%
SF
811
Slagle Financial
Illinois
$2.45M +$189K +1,383 +8%
MWM
812
Marion Wealth Management
Pennsylvania
$2.45M -$13.7K -100 -0.6%
EF
813
Exeter Financial
Arizona
$2.45M +$259K +1,890 +12%
FRA
814
Frank Rimerman Advisors
California
$2.44M +$2.41M +17,595 +6,820%
GFS
815
GYL Financial Synergies
Connecticut
$2.43M +$236K +1,722 +11%
SCTC
816
Sanibel Captiva Trust Company
Florida
$2.42M +$837K +6,113 +53%
ZIG
817
Zullo Investment Group
Pennsylvania
$2.41M +$11.8K +86 +0.5%
OHWP
818
Oak Harbor Wealth Partners
North Carolina
$2.41M +$684 +5 +0%
TMAM
819
Tokio Marine Asset Management
Japan
$2.4M +$78.8K +576 +3%
BAM
820
Boyar Asset Management
New York
$2.4M -$5.34K -39 -0.2%
Wealthfront Advisers
821
Wealthfront Advisers
California
$2.39M -$212K -1,551 -8%
FWIA
822
Fort Washington Investment Advisors
Ohio
$2.38M -$12K -88 -0.5%
MGWM
823
Marks Group Wealth Management
Minnesota
$2.38M +$594K +4,337 +33%
PT
824
Plimoth Trust
Massachusetts
$2.37M +$5.89K +43 +0.2%
TCM
825
Twin Capital Management
Pennsylvania
$2.37M +$2.37M +17,303 New