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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 %
HWMO
1026
Heritage Wealth Management (Ohio)
Ohio
$1.44M +$1.44M +10,559 New
AWM
1027
Avitas Wealth Management
California
$1.44M -$1.06M -7,754 -42%
HSA
1028
Hussman Strategic Advisors
Maryland
$1.44M
BFA
1029
Beacon Financial Advisory
Ohio
$1.43M +$1.43M +10,448 New
MCWS
1030
McKinley Carter Wealth Services
West Virginia
$1.42M +$86.6K +633 +6%
IAN
1031
Integrated Advisors Network
Texas
$1.42M -$69K -504 -5%
PS
1032
Pensionfund Sabic
Netherlands
$1.41M
MSS
1033
Mitchell Sinkler & Starr
Pennsylvania
$1.41M -$95.5K -660 -6%
CL
1034
CIM LLC
New York
$1.41M +$145K +1,140 +12%
OPA
1035
Old Port Advisors
Maine
$1.41M +$22.7K +166 +2%
PCG
1036
PFC Capital Group
California
$1.41M -$260K -1,900 -16%
JFG
1037
Jefferies Financial Group
New York
$1.4M -$1.44M -10,498 -51%
ANTB
1038
AMG National Trust Bank
Colorado
$1.4M +$87.9K +642 +7%
BMWM
1039
Brown Miller Wealth Management
Virginia
$1.39M +$104K +762 +8%
MTC
1040
Matrix Trust Company
Colorado
$1.39M +$40K +292 +3%
CIG
1041
Cullen Investment Group
Louisiana
$1.38M +$25.7K +188 +2%
IF
1042
Intrua Financial
Texas
$1.38M -$82.5K -603 -6%
GWMR
1043
GC Wealth Management RIA
Massachusetts
$1.37M -$67.9K -496 -5%
CCA
1044
Cora Capital Advisors
New Jersey
$1.37M +$2.6K +19 +0.2%
PWMAG
1045
Pinnacle Wealth Management Advisory Group
New Jersey
$1.37M -$467K -3,410 -25%
AAIM
1046
American Assets Investment Management
California
$1.37M
MA
1047
Modus Advisors
Minnesota
$1.36M -$40.4K -295 -3%
VNA
1048
Valley National Advisers
Pennsylvania
$1.36M -$19.8K -145 -1%
Luther King Capital Management (LKCM)
1049
Luther King Capital Management (LKCM)
Texas
$1.36M -$796K -5,817 -37%
SAG
1050
SageView Advisory Group
California
$1.36M +$1.12M +8,194 +476%