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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 %
EWA
876
Exencial Wealth Advisors
Oklahoma
$2.07M -$203K -1,486 -9%
HIM
877
Harbour Investment Management
Washington
$2.07M +$2.74K +20 +0.1%
AWM
878
Apollon Wealth Management
South Carolina
$2.06M -$352K -2,571 -15%
CG
879
Caprock Group
Idaho
$2.06M +$385K +2,815 +23%
AC
880
Addison Capital
Pennsylvania
$2.06M -$10.9K -80 -0.5%
BE
881
Bonness Enterprises
District of Columbia
$2.05M
MPPW
882
Mitchell & Pahl Private Wealth
Oklahoma
$2.04M +$23.1K +169 +1%
TCOT
883
Trust Company of Toledo
Ohio
$2.04M -$36.5K -267 -2%
VNIM
884
Vaughan Nelson Investment Management
Texas
$2.04M
PCIA
885
Prime Capital Investment Advisors
Kansas
$2.03M -$188K -1,374 -8%
SAM
886
Silvercrest Asset Management
New York
$2.03M +$59.3K +433 +3%
CRIG
887
Charter Research & Investment Group
Connecticut
$2.02M -$56.5K -413 -3%
PL
888
Perpetual Ltd
Australia
$2.02M +$865K +6,322 +75%
RBA
889
Richard Bernstein Advisors
New York
$2M +$411 +3 +0%
TCM
890
Towercrest Capital Management
Pennsylvania
$2M
EH
891
Equitable Holdings
New York
$1.99M +$9.99K +73 +0.5%
WCBA
892
Weaver C. Barksdale & Associates
Tennessee
$1.99M +$831K +6,073 +72%
AT
893
Arvest Trust
Oklahoma
$1.98M -$145K -1,060 -7%
SCM
894
Sterneck Capital Management
Missouri
$1.97M +$157K +1,146 +9%
HI
895
Horizon Investments
North Carolina
$1.97M -$313K -2,286 -14%
IC
896
IEQ Capital
California
$1.96M +$210K +1,532 +12%
CFG
897
Citizens Financial Group
Rhode Island
$1.96M +$113K +823 +6%
ASI
898
Advisory Services & Investments
Oregon
$1.96M
FIA
899
Foundations Investment Advisors
Arizona
$1.94M +$472K +3,449 +32%
CRA
900
Clear Rock Advisors
Texas
$1.94M +$39.6K +289 +2%