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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 %
SIC
1501
Sterling Investment Counsel
New York
$438K +$2.33K +17 +0.5%
MCC
1502
Malaga Cove Capital
California
$434K -$8.35K -61 -2%
MFG
1503
MidWestOne Financial Group
Iowa
$434K
CA
1504
Continuum Advisory
Idaho
$433K +$3.83K +28 +0.9%
FMLI
1505
Fukoku Mutual Life Insurance
Japan
$432K
WEG
1506
World Equity Group
Illinois
$432K -$430K -3,140 -50%
GFP
1507
Gryphon Financial Partners
Ohio
$431K -$3.83K -28 -0.9%
EWA
1508
Encompass Wealth Advisors
Oregon
$429K -$373K -2,728 -47%
LC
1509
LCNB Corp
Ohio
$428K -$362K -2,643 -46%
CFFP
1510
Center for Financial Planning
Michigan
$427K
GEA
1511
Glen Eagle Advisors
New Jersey
$426K -$22.7K -166 -5%
KWM
1512
Kolinsky Wealth Management
New Jersey
$426K -$25.2K -184 -6%
CWI
1513
Conscious Wealth Investments
Florida
$424K -$26.8K -210 -6%
CDH
1514
Charles D. Hyman
$424K -$9.16K -67 -2%
SFP
1515
Shepherd Financial Partners
Massachusetts
$423K +$12.6K +92 +3%
WHCI
1516
W.H. Cornerstone Investments
Massachusetts
$422K -$172K -1,260 -29%
FCA
1517
Fortis Capital Advisors
Kansas
$422K
PFBT
1518
Parkside Financial Bank & Trust
Missouri
$422K -$94.2K -688 -18%
PWM
1519
Palumbo Wealth Management
New York
$422K -$16.8K -123 -4%
EGA
1520
E&G Advisors
Texas
$420K
DWM
1521
Dechtman Wealth Management
Colorado
$420K +$16.1K +118 +4%
GCA
1522
Guardian Capital Advisors
Ontario, Canada
$418K -$378K -2,785 -47%
NAM
1523
NTV Asset Management
West Virginia
$417K +$1.92K +14 +0.5%
CAC
1524
Core Alternative Capital
Georgia
$416K -$25.3K -185 -6%
CFMC
1525
Curbstone Financial Management Corp
New Hampshire
$414K -$123K -900 -23%