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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 %
BAM
1051
Blueshift Asset Management
New Jersey
$1.35M -$119K -867 -8%
PP
1052
Paloma Partners
Connecticut
$1.35M -$2.7M -19,719 -67%
IAS
1053
Insigneo Advisory Services
Florida
$1.35M -$47.6K -378 -3%
WIA
1054
World Investment Advisors
California
$1.35M +$435K +3,177 +48%
CYG
1055
Clean Yield Group
Vermont
$1.33M +$267K +1,952 +25%
GWCM
1056
Godshalk Welsh Capital Management
Pennsylvania
$1.33M
GT
1057
Greenleaf Trust
Michigan
$1.33M -$341K -2,495 -20%
MI
1058
Moneywise Inc
Virginia
$1.33M
HIA
1059
Harvest Investment Advisors
Florida
$1.32M +$5.47K +40 +0.4%
NS
1060
NBC Securities
Alabama
$1.32M -$14.1K -103 -1%
NRS
1061
Neville Rodie & Shaw
New York
$1.32M -$47.9K -350 -4%
GFG
1062
Goldstone Financial Group
Illinois
$1.32M +$433K +3,162 +49%
AFS
1063
Access Financial Services
Minnesota
$1.31M -$2.87K -21 -0.2%
SA
1064
Strategic Advisors
New York
$1.31M -$252K -1,839 -16%
CAI
1065
Capital Advisors Inc
Oklahoma
$1.31M -$74.2K -542 -5%
FWM
1066
ForthRight Wealth Management
Georgia
$1.3M +$137 +1 +0%
ACA
1067
Aptus Capital Advisors
Alabama
$1.3M +$88.7K +648 +7%
AAG
1068
Accordant Advisory Group
Maryland
$1.3M +$45.8K +335 +4%
AWM
1069
Aberdeen Wealth Management
Illinois
$1.28M -$55.7K -407 -4%
MWA
1070
Midland Wealth Advisors
Illinois
$1.28M -$70.9K -518 -5%
VHAM
1071
Van Hulzen Asset Management
California
$1.28M -$20.5K -150 -2%
MNBTD
1072
Moody National Bank Trust Division
Texas
$1.27M +$24.4K +178 +2%
BWA
1073
BlueChip Wealth Advisors
Georgia
$1.27M +$1.27M +9,250 New
CG
1074
Corundum Group
Colorado
$1.27M +$265K +1,940 +27%
CPA
1075
Court Place Advisors
Maryland
$1.26M -$16.8K -123 -1%