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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 %
LSAG
1326
Lake Street Advisors Group
New Hampshire
$658K -$50.9K -372 -7%
SFS
1327
Solitude Financial Services
Virginia
$657K
TWP
1328
Tyche Wealth Partners
Texas
$652K -$82.4K -602 -11%
WBCM
1329
Wilson & Boucher Capital Management
California
$652K -$34.9K -255 -5%
CAL
1330
Capital Analysts LLC
Pennsylvania
$650K +$124K +908 +24%
ML
1331
McAdam LLC
Pennsylvania
$647K
BFA
1332
Buttonwood Financial Advisors
Maryland
$647K -$958 -7 -0.1%
AAS
1333
Annex Advisory Services
Wisconsin
$644K +$2.05K +15 +0.3%
SAA
1334
Southeast Asset Advisors
Georgia
$644K -$5.47K -40 -0.8%
QWM
1335
Quadcap Wealth Management
Texas
$643K -$523K -3,819 -45%
TCM
1336
Traynor Capital Management
Pennsylvania
$643K -$141K -1,028 -18%
LFA
1337
LifeGuide Financial Advisors
Pennsylvania
$643K +$1.51K +11 +0.2%
FIM
1338
Fernwood Investment Management
Massachusetts
$638K
AW
1339
Apricus Wealth
South Carolina
$638K -$6.02K -44 -0.9%
SQA
1340
Simon Quick Advisors
New Jersey
$637K +$35.6K +260 +6%
ET
1341
Equitable Trust
Tennessee
$637K +$360K +2,630 +130%
CT
1342
Chicago Trust
Illinois
$636K -$104K -762 -14%
FIM
1343
Freedom Investment Management
Connecticut
$636K -$599K -4,377 -49%
AFG
1344
Atomi Financial Group
New York
$633K +$29.3K +214 +5%
CSB
1345
City State Bank
Iowa
$632K
ZIC
1346
ZWJ Investment Counsel
Georgia
$632K +$684 +5 +0.1%
CBTWT
1347
Community Bank & Trust (Waco, Texas)
Texas
$630K -$8.49K -62 -1%
CAM
1348
Cidel Asset Management
Ontario, Canada
$626K +$92K +672 +17%
BB
1349
Burford Brothers
Texas
$624K +$93.7K +685 +18%
AM
1350
AGF Management
Ontario, Canada
$622K +$622K +4,543 New