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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 %
CCG
1801
Catalina Capital Group
California
$244K -$14.6K -107 -6%
SFG
1802
Sather Financial Group
Texas
$243K -$27.4K -200 -10%
AWM
1803
Accel Wealth Management
Iowa
$243K +$1.1K +8 +0.5%
PA
1804
PFG Advisors
Arizona
$242K +$242K +1,769 New
MFGM
1805
Marshall Financial Group (Maryland)
Maryland
$240K -$1.23K -9 -0.5%
FWM
1806
Forza Wealth Management
Florida
$239K +$9.17K +67 +4%
FFWM
1807
Future Financial Wealth Management
Ohio
$239K +$137K +1,000 +134%
DF
1808
Dunhill Financial
United Kingdom
$239K +$200K +1,461 +514%
BCA
1809
Bray Capital Advisors
Florida
$238K +$1.51K +11 +0.6%
CPW
1810
Crestmont Private Wealth
Texas
$238K +$238K +1,736 New
TLA
1811
Tanglewood Legacy Advisors
Texas
$237K
CP
1812
Castleview Partners
Texas
$237K +$8.62K +63 +4%
MPW
1813
MA Private Wealth
California
$237K -$1.23K -9 -0.5%
LA
1814
Latitude Advisors
Florida
$236K -$6.7K -49 -3%
ASG
1815
Ariston Services Group
California
$234K -$62.1K -454 -21%
CC
1816
Corton Capital
Ontario, Canada
$234K -$207K -1,514 -47%
IF
1817
Integrity Financial
Wyoming
$233K +$233K +1,704 New
HAS
1818
HBW Advisory Services
California
$232K -$28.3K -207 -11%
NWWA
1819
New Wave Wealth Advisors
Arkansas
$231K +$231K +1,691 New
MCM
1820
McRae Capital Management
New Jersey
$231K -$110K -801 -32%
PRWA
1821
Platte River Wealth Advisors
Colorado
$231K -$20.5K -150 -8%
LIA
1822
LBMC Investment Advisors
Tennessee
$230K +$2.19K +16 +1%
PB
1823
Pinnacle Bancorp
Nebraska
$230K +$47.9K +350 +26%
CT
1824
Coastline Trust
Rhode Island
$230K -$24.6K -180 -10%
GL
1825
Graypoint LLC
New York
$229K -$288K -2,104 -56%