UPS icon

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 %
TCM
1226
Tradewinds Capital Management
Washington
$826K
VF
1227
Virtu Financial
New York
$824K -$4.52M -33,062 -85%
CS
1228
Capital Square
Tennessee
$824K +$17K +117 +2%
DC
1229
DeDora Capital
California
$822K +$17.2K +126 +2%
BEI
1230
Benjamin Edwards Inc
Missouri
$819K +$137 +1 +0%
MWM
1231
Modern Wealth Management
Kansas
$818K +$818K +5,978 New
HP
1232
Hilltop Partners
Indiana
$816K +$59.4K +434 +8%
BAM
1233
Berkshire Asset Management
Pennsylvania
$814K +$75.8K +554 +10%
BFM
1234
Boston Financial Management
Massachusetts
$813K +$10.5K +77 +1%
MMM
1235
Mendel Money Management
Illinois
$806K -$43.5K -318 -5%
PCM
1236
Palisade Capital Management
New Jersey
$805K +$805K +5,880 New
SCM
1237
Schnieders Capital Management
California
$803K +$2.46K +18 +0.3%
SWM
1238
SeaCrest Wealth Management
New York
$803K -$105K -769 -12%
SP
1239
Symmetry Partners
Connecticut
$798K -$294K -2,149 -27%
PWP
1240
Precedent Wealth Partners
Texas
$798K +$86.6K +633 +12%
BAM
1241
Byrne Asset Management
New Jersey
$793K -$884K
MWM
1242
Massachusetts Wealth Management
Massachusetts
$792K
IRC
1243
Investors Research Corp
Georgia
$792K
WQ
1244
Wealth Quarterback
New Jersey
$790K +$157K +1,149 +25%
KWA
1245
Kingswood Wealth Advisors
California
$790K -$1.37K -10 -0.2%
BSB
1246
Bangor Savings Bank
Maine
$787K +$41.3K +302 +6%
SFG
1247
SevenBridge Financial Group
Pennsylvania
$786K -$17.9K -144 -2%
CFGS
1248
Concourse Financial Group Securities
Alabama
$785K +$1.92K +14 +0.2%
WG
1249
Winton Group
United Kingdom
$777K -$2.75M -20,059 -78%
PWAM
1250
Pinnacle West Asset Management
Wyoming
$773K +$28.7K +210 +4%