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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 %
LA
1776
Lifeworks Advisors
Michigan
$259K -$85.5K -625 -25%
GL
1777
Gerber LLC
Ohio
$259K
OL
1778
OneFund LLC
Florida
$259K +$3.83K +28 +2%
WDC
1779
Woodward Diversified Capital
California
$256K +$7.94K +58 +3%
IAS
1780
Investment Advisory Services
Texas
$256K -$10.4K -76 -4%
NLP
1781
Next Level Private
New York
$256K -$200K -1,459 -44%
ITIM
1782
Indiana Trust & Investment Management
Indiana
$255K -$89K -650 -26%
SIS
1783
Sound Income Strategies
Florida
$254K +$7.8K +57 +3%
CFS
1784
Coordinated Financial Services
Colorado
$253K +$8.49K +62 +3%
LWM
1785
Lodestone Wealth Management
Washington
$252K +$5.47K +40 +2%
ME
1786
McIlrath & Eck
Washington
$252K -$5.47K -40 -2%
PL
1787
Plancorp LLC
Missouri
$252K -$5.75K -42 -2%
TCB
1788
Texas Capital Bancshares
Texas
$252K -$8.35K -61 -3%
RPWA
1789
Regent Peak Wealth Advisors
Georgia
$251K -$176K -1,288 -41%
SPWM
1790
Schrum Private Wealth Management
Florida
$250K -$4.24K -31 -2%
CF
1791
Copperwynd Financial
Arizona
$249K +$16.2K +124 +7%
CFD
1792
Creative Financial Designs
Indiana
$247K +$32.7K +239 +15%
HCM
1793
Hudson Capital Management
New Jersey
$247K -$3.06M -22,371 -93%
RDWM
1794
Red Door Wealth Management
Tennessee
$247K -$3.68M -26,907 -94%
WI
1795
Wintrust Investments
Illinois
$247K +$1.78K +13 +0.7%
GF
1796
Gimbal Financial
Indiana
$247K
CFO
1797
CVA Family Office
Colorado
$246K -$30.9K -226 -11%
PIA
1798
Perennial Investment Advisors
California
$245K +$4.93K +36 +2%
PCP
1799
Proficio Capital Partners
Massachusetts
$245K -$13.3K -97 -5%
OAM
1800
Oak Asset Management
California
$244K -$29.4K -215 -11%