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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 %
SFS
1076
Stiles Financial Services
Minnesota
$1.26M +$106K +771 +9%
AAM
1077
Ascension Asset Management
New York
$1.26M -$41.1K -300 -3%
WTC
1078
WhitTier Trust Company
Nevada
$1.26M -$416K -3,040 -25%
FG
1079
Fiduciary Group
Georgia
$1.24M +$258K +1,885 +26%
MAM
1080
Mirabaud Asset Management
United Kingdom
$1.24M +$1.1K +8 +0.1%
O
1081
Ossiam
France
$1.24M -$855K -6,251 -41%
GGS
1082
Galvin Gaustad & Stein
Arizona
$1.23M +$39.3K +287 +3%
SWA
1083
SOA Wealth Advisors
New York
$1.23M -$6.02K -44 -0.5%
VWM
1084
Venturi Wealth Management
Texas
$1.23M +$233K +1,700 +23%
LIM
1085
Longfellow Investment Management
Massachusetts
$1.23M +$145K +1,056 +13%
VFA
1086
Voya Financial Advisors
Connecticut
$1.22M +$37.6K +277 +3%
CNBT
1087
Canandaigua National Bank & Trust
New York
$1.21M -$37.5K -274 -3%
EFS
1088
Essex Financial Services
Connecticut
$1.2M +$493K +3,910 +69%
ACL
1089
Applied Capital LLC
Florida
$1.2M +$27.4K +200 +2%
FPAS
1090
Focus Partners Advisor Solutions
Missouri
$1.2M +$2.46K +18 +0.2%
CWM
1091
Cornerstone Wealth Management
Missouri
$1.19M +$20.8K +152 +2%
PCM
1092
Parsons Capital Management
Rhode Island
$1.19M -$106K -773 -8%
LFA
1093
Legacy Financial Advisors
Kentucky
$1.18M +$315K +2,304 +36%
LIA
1094
LS Investment Advisors
Michigan
$1.18M +$144K +1,055 +14%
CIAS
1095
Capital Investment Advisory Services
North Carolina
$1.17M +$13.4K +98 +1%
CWP
1096
Capital Wealth Planning
Florida
$1.17M -$460K -3,361 -28%
BDWCC
1097
B&D White Capital Company
Texas
$1.16M -$452K -3,300 -28%
PGIM
1098
Pacific Global Investment Management
California
$1.16M -$821 -6 -0.1%
ACM
1099
Advance Capital Management
Michigan
$1.16M
JFGIW
1100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16M +$229K +1,676 +25%