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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 %
HCA
1526
Harbour Capital Advisors
Virginia
$414K
MAV
1527
Mason & Associates (Virginia)
Virginia
$414K +$414K +3,023 New
AWM
1528
Angeles Wealth Management
California
$413K +$114K +832 +38%
FFM
1529
Forum Financial Management
Illinois
$413K +$21.5K +157 +5%
IWA
1530
IVC Wealth Advisors
Pennsylvania
$412K +$2.87K +21 +0.7%
OFG
1531
Oxford Financial Group
Indiana
$412K +$20.1K +147 +5%
CLOS
1532
Compagnie Lombard Odier SCmA
Switzerland
$411K -$48.3K -353 -11%
FMC
1533
First Merchants Corp
Indiana
$409K +$958 +7 +0.2%
XT
1534
XTX Topco
Cayman Islands
$408K -$1.55M -11,293 -79%
DWM
1535
Drive Wealth Management
Utah
$408K -$32.2K -235 -7%
QI
1536
Qtron Investments
Massachusetts
$407K
TNB
1537
Thomasville National Bank
Georgia
$407K +$32.3K +236 +9%
VW
1538
Vance Wealth
California
$406K -$137 -1 -0%
GBT
1539
Grove Bank & Trust
Florida
$406K +$2.74K +20 +0.7%
VCP
1540
Verus Capital Partners
Arizona
$406K +$36K +263 +10%
SN
1541
Sittner & Nelson
Oregon
$406K +$151K +1,100 +59%
WCG
1542
Weaver Consulting Group
California
$406K -$684 -5 -0.2%
TWM
1543
Thrive Wealth Management
Pennsylvania
$404K -$221K -1,611 -35%
PCA
1544
Prosperity Capital Advisors
Ohio
$404K -$397K -2,904 -50%
MCCA
1545
Mill Creek Capital Advisors
Pennsylvania
$403K -$28.6K -209 -7%
WAS
1546
Wealth Advisory Solutions
Indiana
$402K +$61K +446 +18%
VIM
1547
Vista Investment Management
Pennsylvania
$402K -$159K -1,163 -28%
RWM
1548
Ritholtz Wealth Management
New York
$401K -$111K -811 -22%
LIA
1549
Luken Investment Analytics
Tennessee
$399K
CWG
1550
Cornerstone Wealth Group
North Carolina
$399K -$28.1K -205 -7%