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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 %
CWM
951
Cordatus Wealth Management
Pennsylvania
$1.73M +$1.73M +12,606 New
MCM
952
Mill Capital Management
North Carolina
$1.72M -$205K -1,500 -11%
VA
953
Vident Advisory
Georgia
$1.72M +$822K +6,004 +91%
MAM
954
MWA Asset Management
Massachusetts
$1.72M -$76.2K -557 -4%
BS
955
Banco Santander
Spain
$1.71M +$38.5K +281 +2%
BJL
956
Brighton Jones LLC
Washington
$1.71M +$136K +995 +9%
GAMC
957
Garner Asset Management Corp
Texas
$1.7M +$374K +2,734 +28%
SWM
958
Spire Wealth Management
Virginia
$1.69M +$99.4K +726 +6%
MFIM
959
Mesirow Financial Investment Management
Illinois
$1.69M -$38.2K -279 -2%
MCM
960
Mengis Capital Management
Oregon
$1.69M -$24K -175 -1%
DWM
961
Diversify Wealth Management
Utah
$1.69M +$1.69M +13,399 New
RC
962
Roundview Capital
New Jersey
$1.69M -$732K -5,347 -30%
LFAS
963
Level Four Advisory Services
Texas
$1.69M +$213K +1,555 +14%
AOI
964
Auto-Owners Insurance
Michigan
$1.68M
MSE
965
MUFG Securities EMEA
United Kingdom
$1.68M +$1.68M +12,299 New
CAMV
966
Concord Asset Management (Virginia)
Virginia
$1.68M +$184K +1,347 +12%
BPC
967
Banque Pictet & Cie
Switzerland
$1.68M -$328K -2,400 -16%
HAIM
968
Hunter Associates Investment Management
Pennsylvania
$1.68M -$75.9K -555 -4%
LNWWM
969
Laird Norton Wetherby Wealth Management
California
$1.68M -$155K -1,129 -8%
FFA
970
Farther Finance Advisors
California
$1.68M +$349K +2,570 +26%
SXL
971
Summit X LLC
Missouri
$1.67M +$318K +2,317 +23%
LMKC
972
L.M. Kohn & Company
Ohio
$1.66M -$69.2K -506 -4%
OIA
973
Optimum Investment Advisors
Illinois
$1.65M -$12.2K -89 -0.7%
SC
974
Slow Capital
California
$1.65M -$32.7K -239 -2%
PI
975
PFG Investments
New York
$1.65M +$153K +1,115 +10%