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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 %
IFWM
926
Institute for Wealth Management
Colorado
$1.82M +$45.2K +330 +3%
CWS
927
Confluence Wealth Services
Pennsylvania
$1.81M +$330K +2,414 +22%
AMIM
928
Aull & Monroe Investment Management
Alabama
$1.81M -$21.8K -159 -1%
RFM
929
Royal Fund Management
Florida
$1.81M -$340K -2,482 -16%
SPC
930
Sigma Planning Corp
Michigan
$1.81M -$123K -902 -6%
CA
931
Carson Advisory
Georgia
$1.8M +$459K +3,354 +34%
CCS
932
Concentric Capital Strategies
Connecticut
$1.8M +$1.8M +13,168 New
MC
933
Moors & Cabot
Massachusetts
$1.8M -$136K -992 -7%
Balyasny Asset Management
934
Balyasny Asset Management
Illinois
$1.8M +$1.8M +13,130 New
VSQM
935
V-Square Quantitative Management
Illinois
$1.8M +$144K +1,051 +9%
FC
936
Forte Capital
New York
$1.79M -$34.8K -254 -2%
ACGA
937
Atlanta Consulting Group Advisors
Georgia
$1.78M
CC
938
Cypress Capital
Tennessee
$1.78M +$23.1K +169 +1%
PNC
939
Park National Corp
Ohio
$1.78M -$197K -1,441 -10%
GRP
940
Global Retirement Partners
California
$1.77M +$318K +2,322 +22%
LIM
941
Loudon Investment Management
New Hampshire
$1.77M +$233K +1,700 +15%
AF
942
Alerus Financial
North Dakota
$1.76M +$1.76M +12,892 New
CIP
943
Convergence Investment Partners
Florida
$1.76M +$941K +6,878 +115%
EM
944
Excalibur Management
Massachusetts
$1.76M +$88.4K +646 +5%
SMA
945
Sage Mountain Advisors
Georgia
$1.75M -$6.71K -49 -0.4%
Wolverine Trading
946
Wolverine Trading
Illinois
$1.75M +$1.75M +12,757 New
OIA
947
OneDigital Investment Advisors
Kansas
$1.75M +$150K +1,094 +9%
MWM
948
Mission Wealth Management
California
$1.74M -$108K -789 -6%
CPBTD
949
Central Pacific Bank - Trust Division
Hawaii
$1.73M -$89.1K -651 -5%
AIM
950
ARK Investment Management
Florida
$1.73M -$74.2K -542 -4%