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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 %
SWIG
1701
Strategic Wealth Investment Group
Kentucky
$295K +$295K +2,173 New
CP
1702
Covenant Partners
Tennessee
$295K
KWMG
1703
King Wealth Management Group
Florida
$295K -$26.1K -191 -8%
UAML
1704
US Asset Management LLC
Pennsylvania
$295K -$7.39K -54 -2%
WPC
1705
Wedmont Private Capital
Pennsylvania
$294K -$108K -758 -27%
S
1706
Sachetta
Massachusetts
$294K -$22.1K -171 -7%
DA
1707
Detalus Advisors
Missouri
$294K +$22K +161 +8%
HP
1708
Holistic Planning
Texas
$294K
VPP
1709
Vertex Planning Partners
Illinois
$294K -$28.2K -206 -9%
LIM
1710
Leavell Investment Management
Alabama
$294K +$36.7K +268 +14%
SEP
1711
Southland Equity Partners
Missouri
$292K +$958 +7 +0.3%
MBT
1712
Montecito Bank & Trust
California
$291K -$15.6K -114 -5%
CRC
1713
Curi RMB Capital
Illinois
$291K -$1.37K -10 -0.5%
CBT
1714
CoreFirst Bank & Trust
Kansas
$291K +$2.74K +20 +0.9%
FAT
1715
First American Trust
California
$291K +$20.1K +147 +7%
OWP
1716
Obermeyer Wealth Partners
Colorado
$291K +$19.8K +145 +7%
RZH
1717
Relyea Zuckerberg Hanson
Connecticut
$289K -$34.5K -252 -11%
VC
1718
Veracity Capital
Georgia
$289K +$289K +2,111 New
GDP
1719
Great Diamond Partners
Maine
$287K -$51K -373 -15%
SCI
1720
Silver Coast Investments
United States
$287K +$46.4K +339 +19%
CPC
1721
Consolidated Planning Corp
Georgia
$286K -$37.4K -273 -12%
S
1722
Sunpointe
Missouri
$285K -$60.9K -445 -18%
HA
1723
Herold Advisors
New York
$285K +$30.7K +224 +12%
CAC
1724
Certified Advisory Corp
Florida
$285K +$17.5K +128 +7%
ST
1725
Somerset Trust
Pennsylvania
$285K +$15.7K +115 +6%