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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 %
CGL
1551
Clarius Group LLC
Washington
$399K -$88.5K -647 -18%
EWA
1552
ERTS Wealth Advisors
Michigan
$397K -$18.1K -132 -4%
AWM
1553
Avior Wealth Management
Nebraska
$397K +$1.23K +9 +0.3%
DLA
1554
Douglas Lane & Associates
New York
$396K -$47.9K -350 -11%
TBNY
1555
Trustco Bank (New York)
New York
$396K -$74.4K -544 -16%
WPA
1556
West Paces Advisors
Georgia
$391K -$29.3K -214 -7%
MHIC
1557
Marble Harbor Investment Counsel
Massachusetts
$391K
VCWA
1558
Vanguard Capital Wealth Advisors
Colorado
$390K +$69.7K +509 +22%
CWA
1559
Choice Wealth Advisors
Maine
$390K +$3.15K +23 +0.8%
FMTC
1560
Farmers & Merchants Trust Company
California
$389K +$40.9K +299 +12%
WBG
1561
Wharton Business Group
Pennsylvania
$389K -$1.24M -9,078 -76%
PWPS
1562
Pinnacle Wealth Planning Services
Ohio
$388K -$182K -1,330 -32%
LNB
1563
Ledyard National Bank
$387K -$684 -5 -0.2%
ATC
1564
Adirondack Trust Company
New York
$386K -$1.23K -9 -0.3%
YCG
1565
Yeomans Consulting Group
Georgia
$386K -$44.8K -327 -10%
SWM
1566
Silverlake Wealth Management
Vermont
$385K -$14K -102 -4%
HOWA
1567
Heritage Oak Wealth Advisors
Florida
$384K +$384K +2,805 New
CFP
1568
Catalyst Financial Partners
Massachusetts
$384K -$51.5K -376 -12%
LAM
1569
L2 Asset Management
Massachusetts
$384K +$31.7K +232 +9%
SP
1570
Successful Portfolios
Florida
$384K -$30.8K -225 -7%
DBRC
1571
D.B. Root & Company
Pennsylvania
$383K -$585K -4,273 -60%
MFC
1572
Mechanics Financial Corp
Ohio
$383K
MCM
1573
Monument Capital Management
Virginia
$383K -$199K -1,453 -34%
NC
1574
nVerses Capital
Florida
$383K +$383K +2,800 New
PWM
1575
Paulson Wealth Management
Illinois
$382K +$6.84K +50 +2%