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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 %
IMCOOI
851
Investment Management Corp of Ontario (IMCO)
Canada
$2.21M +$616K +4,500 +39%
DT
852
Diversified Trust
Tennessee
$2.21M +$592K +4,324 +37%
VI
853
Versor Investments
New York
$2.2M +$1.84M +13,409 +503%
SIC
854
Shoker Investment Counsel
Ohio
$2.2M +$108K +791 +5%
WAM
855
Werlinich Asset Management
Connecticut
$2.2M +$8.15K +60 +0.4%
BIA
856
Beacon Investment Advisors
Maryland
$2.19M +$560K +4,092 +34%
VT
857
Vise Technologies
New York
$2.18M -$1.07M -7,840 -33%
PAM
858
Palisade Asset Management
Minnesota
$2.17M -$463K -3,382 -18%
PFA
859
Pathway Financial Advisers
Indiana
$2.17M -$22.6K -166 -1%
NHC
860
Nicholas Hoffman & Company
Georgia
$2.17M +$10.8K +79 +0.5%
AIS
861
AM Investment Strategies
Tennessee
$2.16M -$19.2K -140 -0.9%
UCB
862
United Community Bank
South Carolina
$2.16M -$726K -5,303 -25%
RCAG
863
Rehmann Capital Advisory Group
Michigan
$2.14M -$62.8K -459 -3%
BHPW
864
Beverly Hills Private Wealth
California
$2.12M -$102K -747 -5%
AAM
865
Auxier Asset Management
Oregon
$2.12M -$5.2K -38 -0.2%
TIAA Trust, National Association
866
TIAA Trust, National Association
North Carolina
$2.11M -$116K -850 -5%
IAG
867
Investmark Advisory Group
Connecticut
$2.11M +$74.6K +545 +4%
PA
868
Paralel Advisors
Colorado
$2.1M +$751K +5,489 +56%
TAIM
869
Te Ahumairangi Investment Management
New Zealand
$2.1M +$331K +2,420 +19%
LF
870
Lantz Financial
Illinois
$2.1M -$23.7K -173 -1%
FTDI
871
First Trust Direct Indexing
Massachusetts
$2.1M -$174K -1,268 -8%
TLCM
872
Twin Lakes Capital Management
California
$2.09M -$242K -1,771 -10%
OIM
873
Orca Investment Management
Oregon
$2.09M +$8.07K +59 +0.4%
SC
874
Searle & Co
Connecticut
$2.08M -$5.34K -39 -0.3%
KA
875
KLCM Advisors
Wisconsin
$2.07M -$18.9K -138 -0.9%