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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 %
Lazard Asset Management
1176
Lazard Asset Management
New York
$960K -$13K -95 -1%
HFM
1177
Hartford Financial Management
Connecticut
$958K
BC
1178
Belmont Capital
California
$958K +$958K +6,999 +699,900%
FTWA
1179
Fifth Third Wealth Advisors
Ohio
$953K +$953K +6,964 New
CT
1180
Colonial Trust
South Carolina
$951K +$40.9K +299 +4%
HCM
1181
Howland Capital Management
Massachusetts
$949K -$55.2K -403 -5%
LC
1182
Lincoln Capital
Nebraska
$949K -$41.2K -301 -4%
AOWM
1183
Alpha Omega Wealth Management
Virginia
$946K +$13.7K +100 +1%
BIAS
1184
Beacon Investment Advisory Services
New Jersey
$937K -$123K -896 -12%
WT
1185
Washington Trust
Rhode Island
$935K -$12.7K -93 -1%
CS
1186
Cannell & Spears
New York
$928K -$23.4K -171 -2%
EIP
1187
Easterly Investment Partners
Massachusetts
$927K +$927K +6,774 New
MSA
1188
Marino Stram & Associates
Massachusetts
$927K +$16.7K +122 +2%
ABLA
1189
Alan B. Lancz & Associates
Ohio
$926K +$926K +6,770 New
SFG
1190
SNS Financial Group
Minnesota
$926K -$137 -1 -0%
DI
1191
Diligent Investors
California
$926K +$4.52K +33 +0.5%
IAMOG
1192
Investors Asset Management of Georgia
Georgia
$921K +$100K +731 +12%
RIA
1193
Realta Investment Advisors
Delaware
$917K -$13.8K -101 -1%
AIA
1194
AIMZ Investment Advisors
California
$913K -$10.3K -75 -1%
PFGIA
1195
Patriot Financial Group Insurance Agency
Massachusetts
$913K +$237K +1,735 +35%
CastleKeep Investment Advisors
1196
CastleKeep Investment Advisors
Connecticut
$913K -$2.87K -21 -0.3%
BCM
1197
Brown Capital Management
Maryland
$911K +$47.1K +344 +5%
TIA
1198
Trust Investment Advisors
Indiana
$905K +$25.6K +187 +3%
KPP
1199
Kings Path Partners
Texas
$904K +$904K +6,605 New
HNWAG
1200
High Net Worth Advisory Group
Florida
$903K -$103K -750 -10%