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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 %
FLI
1451
Family Legacy Inc
South Carolina
$483K -$3.42K -25 -0.7%
V
1452
ViaWealth
Kansas
$482K +$29.1K +213 +6%
RBC
1453
Roble Belko & Company
Pennsylvania
$481K
MYIA
1454
Mount Yale Investment Advisors
Colorado
$480K -$10.1K -74 -2%
SWA
1455
Stratos Wealth Advisors
Ohio
$480K -$1.92K -14 -0.4%
SWA
1456
Sax Wealth Advisors
New Jersey
$478K +$478K +3,496 New
NCM
1457
NCM Capital Management
New Jersey
$475K +$21.2K +155 +5%
WAG
1458
Wallace Advisory Group
California
$475K +$293K +2,140 +161%
AIC
1459
Archer Investment Corporation
Indiana
$474K +$14K +102 +3%
H
1460
HoyleCohen
California
$474K +$176K +1,286 +59%
PCM
1461
Penserra Capital Management
California
$472K +$6.29K +46 +1%
AWM
1462
Accurate Wealth Management
Florida
$470K +$21.3K +148 +5%
DI
1463
DAGCO Inc
Ohio
$470K -$88.4K -646 -16%
OR
1464
Olympiad Research
Connecticut
$469K +$469K +3,430 New
BLC
1465
Brown, Lisle/Cummings
Rhode Island
$469K +$144K +1,053 +44%
OC
1466
Opinicus Capital
Florida
$468K +$101K +740 +28%
DWM
1467
Defined Wealth Management
Oregon
$467K -$23.7K -173 -5%
EHWM
1468
Eads & Heald Wealth Management
Georgia
$467K -$146K -1,066 -24%
OWA
1469
Octavia Wealth Advisors
Ohio
$465K -$17.2K -126 -4%
XWM
1470
Xcel Wealth Management
Florida
$465K -$10.3K -75 -2%
IA
1471
IFG Advisors
Missouri
$465K +$1.78K +13 +0.4%
AAP
1472
Arax Advisory Partners
Colorado
$464K +$262K +1,917 +130%
LWM
1473
Liberty Wealth Management
California
$464K +$86.5K +810 +23%
SWM
1474
Segment Wealth Management
Texas
$463K -$2.46K -18 -0.5%
CA
1475
Calton & Associates
Florida
$463K +$192K +1,400 +71%