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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 %
GSEP
1301
Golden State Equity Partners
California
$689K +$689K +5,033 New
FFS
1302
Founders Financial Securities
Maryland
$688K -$311K -2,269 -31%
WI
1303
WrapManager Inc
California
$687K -$171K -1,253 -20%
CI
1304
CPR Investments
Michigan
$684K
FFBTD
1305
First Financial Bank - Trust Division
Ohio
$683K -$152K -1,109 -18%
SIM
1306
Studio Investment Management
Illinois
$683K +$105K +767 +18%
RMAM
1307
Raab & Moskowitz Asset Management
New Jersey
$682K +$958 +7 +0.1%
V
1308
VeraBank
Texas
$681K -$14.1K -103 -2%
PMSA
1309
Patrick M. Sweeney & Associates
Illinois
$680K +$137 +1 +0%
HAFS
1310
Hapanowicz & Associates Financial Services
Pennsylvania
$679K
MIM
1311
Morningstar Investment Management
Illinois
$679K
GFA
1312
Gallagher Fiduciary Advisors
Illinois
$676K +$85.3K +623 +14%
APA
1313
Astoria Portfolio Advisors
New York
$675K +$29K +212 +4%
VA
1314
Valmark Advisers
Ohio
$674K -$10.8K -79 -2%
TFG
1315
Taylor Financial Group
Virginia
$674K
PMIA
1316
Patrick Mauro Investment Advisor
Illinois
$673K -$44.5K -325 -6%
CI
1317
Conning Inc
Connecticut
$672K -$1.79M -13,106 -73%
CAAS
1318
Capital Asset Advisory Services
Michigan
$671K -$46.9K -349 -7%
WA
1319
Wealth Alliance
New York
$670K -$826K -6,039 -55%
KMWM
1320
Keudell/Morrison Wealth Management
Oregon
$668K -$132K -962 -16%
FCM
1321
Fourpath Capital Management
Oklahoma
$668K -$122K -891 -15%
WBC
1322
Westpac Banking Corp
Australia
$665K -$60.4K -441 -8%
AMG
1323
Advisors Management Group
Wisconsin
$661K +$9.85K +72 +2%
SAM
1324
Smartleaf Asset Management
Massachusetts
$659K +$71.6K +527 +12%
JSL
1325
JT Stratford LLC
Georgia
$659K -$70.6K -516 -10%