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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 %
GWM
1351
Geneos Wealth Management
Colorado
$616K -$6.3K -46 -1%
BWS
1352
Buck Wealth Strategies
Colorado
$612K -$5.41M -39,554 -90%
SMC
1353
Smith, Moore & Co
Missouri
$610K -$30K -219 -5%
WFA
1354
WestHill Financial Advisors
California
$609K +$137 +1 +0%
ACM
1355
Allred Capital Management
Texas
$608K -$547 -4 -0.1%
OC
1356
Oakworth Capital
Alabama
$607K +$57.6K +421 +10%
DF
1357
Donoghue Forlines
Massachusetts
$607K +$25.6K +187 +4%
QCG
1358
Quadrant Capital Group
Ohio
$603K -$115K -842 -16%
TL
1359
Tradewinds LLC
North Carolina
$603K +$603K +4,406 New
CCM
1360
Cohen Capital Management
California
$603K +$411 +3 +0.1%
PFSC
1361
Peoples Financial Services Corp
Pennsylvania
$600K -$73.8K -539 -11%
VAM
1362
Verity Asset Management
North Carolina
$599K +$307K +2,240 +105%
TFS
1363
Thoroughbred Financial Services
Tennessee
$597K +$307K +2,246 +106%
GA
1364
Geller Advisors
New York
$597K
VCM
1365
Virtue Capital Management
Tennessee
$596K -$38.6K -307 -6%
PI
1366
Pettee Investors
Connecticut
$594K -$63K -460 -10%
SJIM
1367
St. Johns Investment Management
Florida
$594K -$17.2K -126 -3%
SB
1368
Simmons Bank
Arkansas
$593K -$52K -380 -8%
HWA
1369
Heartwood Wealth Advisors
Virginia
$593K +$254K +1,853 +75%
PFWA
1370
Paces Ferry Wealth Advisors
Georgia
$590K +$77K +563 +15%
MHC
1371
Meyer Handelman Company
New York
$588K
SWM
1372
Salvus Wealth Management
New Jersey
$586K -$1.64K -12 -0.3%
CFG
1373
CKW Financial Group
Hawaii
$585K
AIM
1374
Aigen Investment Management
New York
$585K +$585K +4,273 New
HPC
1375
HM Payson & Co
Maine
$584K +$8.62K +63 +1%