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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 %
SSWM
1401
Smith Salley Wealth Management
North Carolina
$546K -$19.8K -145 -4%
ESBC
1402
E.S. Barr & Co
Kentucky
$546K -$5.06K -37 -0.9%
PAG
1403
Powers Advisory Group
Illinois
$545K +$411 +3 +0.1%
JWS
1404
Juncture Wealth Strategies
Arizona
$545K +$152K +1,110 +39%
DAM
1405
Diamant Asset Management
Connecticut
$541K +$8.9K +65 +2%
DBIA
1406
Dumont & Blake Investment Advisors
New Jersey
$539K +$272K +1,991 +102%
RFN
1407
RDA Financial Network
Iowa
$539K -$9.85K -72 -2%
CI
1408
Ceera Investments
Texas
$539K +$539K +3,936 New
BO
1409
Bank OZK
Arkansas
$535K -$7.94K -58 -1%
JIP
1410
Jaffetilchin Investment Partners
Florida
$534K -$98.1K -717 -16%
CG
1411
Clifford Group
Massachusetts
$532K +$2.33K +17 +0.4%
RSA
1412
River Street Advisors
Illinois
$531K -$3.01K -22 -0.6%
FAIM
1413
Financial Advocates Investment Management
Washington
$530K -$269K -1,964 -34%
TSMHT
1414
Thurston Springer Miller Herd & Titak
Indiana
$530K +$530K +3,871 New
LC
1415
Lindbrook Capital
California
$530K -$214K -1,565 -29%
FFWA
1416
FRG Family Wealth Advisors
Washington
$529K
HWA
1417
Heritage Wealth Advisors
Virginia
$524K -$241K -1,763 -32%
RWPA
1418
Richard W. Paul & Associates
Michigan
$524K +$27.4K +200 +6%
CPIG
1419
Chicago Partners Investment Group
Illinois
$524K -$45.4K -352 -8%
GP
1420
Girard Partners
Pennsylvania
$522K -$28.5K -208 -5%
PWP
1421
Phillips Wealth Planners
Mississippi
$522K -$15.7K -116 -3%
FWTB
1422
First Western Trust Bank
Colorado
$518K -$13.8K -101 -3%
BFO
1423
Boston Family Office
Massachusetts
$517K
CFP
1424
Cascade Financial Partners
California
$514K -$9.44K -69 -2%
FSA
1425
Franklin Street Advisors
North Carolina
$514K +$205K +1,500 +66%