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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 %
WCM Investment Management
1626
WCM Investment Management
California
$348K +$348K +2,561 New
DTC
1627
Davidson Trust Company
Washington
$346K -$44.2K -323 -11%
TT
1628
TI-Trust
Illinois
$344K
AAM
1629
Austin Asset Management
Texas
$343K
GLA
1630
Great Lakes Advisors
Illinois
$342K -$2.35M -17,183 -87%
GCL
1631
Gouws Capital LLC
North Carolina
$342K
HIIFS
1632
Harel Insurance Investments & Financial Services
Israel
$341K -$49K -358 -13%
HW
1633
Hancock Whitney
Mississippi
$340K +$48.2K +352 +16%
CAWM
1634
Capital Advisors Wealth Management
Washington
$340K -$157K -1,144 -32%
AA
1635
AlphaMark Advisors
Kentucky
$338K -$4.51K -33 -1%
FGA
1636
Fortis Group Advisors
New Jersey
$337K +$137 +1 +0%
SRC
1637
Shufro Rose & Co
New York
$337K
SIC
1638
Salem Investment Counselors
North Carolina
$337K -$15.7K -115 -4%
BWFA
1639
Baltimore-Washington Financial Advisors
Maryland
$337K +$337K +2,461 New
NCTC
1640
New Covenant Trust Company
Indiana
$335K -$2.61K -18 -0.8%
PIM
1641
Plato Investment Management
Australia
$334K
MCWA
1642
Meadow Creek Wealth Advisors
Georgia
$333K -$958 -7 -0.3%
AWAP
1643
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$333K -$16.6K -121 -5%
AC
1644
Avestar Capital
New York
$333K -$63K -460 -16%
CCA
1645
Cobblestone Capital Advisors
New York
$333K
NHT
1646
New Hampshire Trust
New Hampshire
$331K -$7.53K -55 -2%
AFG
1647
Allegheny Financial Group
Pennsylvania
$331K -$1.23K -9 -0.4%
CFS
1648
Cannon Financial Strategists
Georgia
$331K -$27.4K -200 -8%
BMCM
1649
Burns Matteson Capital Management
New York
$329K -$25.5K -186 -7%
ORG
1650
Optimist Retirement Group
Washington
$328K +$7.8K +57 +2%