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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 %
RWP
1376
Revolve Wealth Partners
New Jersey
$583K +$583K +4,262 New
GWM
1377
Greenwich Wealth Management
Connecticut
$583K -$3.84K -28 -0.7%
SWM
1378
Shakespeare Wealth Management
Wisconsin
$582K +$547 +4 +0.1%
FA
1379
Faithward Advisors
Pennsylvania
$582K +$21.2K +155 +4%
CBT
1380
Central Bank & Trust
Kentucky
$578K -$292K -2,137 -34%
LFG
1381
Larson Financial Group
Missouri
$578K +$17.5K +128 +3%
JWA
1382
JFS Wealth Advisors
Pennsylvania
$575K -$958 -7 -0.2%
MAG
1383
MRA Advisory Group
New Jersey
$573K +$96.5K +705 +20%
GAG
1384
GM Advisory Group
New York
$573K
PPWM
1385
Paragon Private Wealth Management
Kentucky
$572K -$128K -936 -18%
GJWM
1386
Gilliland Jeter Wealth Management
Arkansas
$571K +$1.23K +9 +0.2%
EWM
1387
Evermay Wealth Management
Virginia
$570K -$39.7K -290 -7%
KA
1388
Kovack Advisors
Florida
$570K +$570K +4,164 New
DMBA
1389
Deseret Mutual Benefit Administrators
Utah
$568K +$20K +146 +4%
TGAM
1390
TBH Global Asset Management
Tennessee
$567K -$2.74K -20 -0.5%
SIS
1391
Strategic Investment Solutions
Illinois
$565K +$565K +4,337 New
WSC
1392
Wellington Shields & Co
New York
$565K +$123K +900 +28%
GIM
1393
Guardian Investment Management
California
$558K +$558K +4,075 New
ECA
1394
Elevated Capital Advisors
Utah
$557K +$81.1K +593 +17%
AA
1395
Ancora Advisors
Ohio
$557K -$57.5K -420 -9%
RL
1396
Rogco LP
Oklahoma
$554K -$21.3K -156 -4%
TPI
1397
Trust Point Inc
Wisconsin
$550K -$60.5K -442 -10%
SAM
1398
S.A. Mason
Michigan
$549K
PIM
1399
Profit Investment Management
Maryland
$548K +$70.1K +512 +15%
BIM
1400
Bridges Investment Management
Nebraska
$547K +$291K +2,129 +114%