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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 %
LB
1826
Legacy Bridge
Iowa
$229K
RA
1827
Rise Advisors
New York
$229K -$13K -95 -5%
IWS
1828
Integrity Wealth Solutions
Colorado
$227K +$137 +1 +0.1%
WIP
1829
WealthCare Investment Partners
Rhode Island
$227K +$2.05K +15 +0.9%
DPIM
1830
Duff & Phelps Investment Management
Illinois
$226K -$915K -6,685 -80%
SWA
1831
SFMG Wealth Advisors
Texas
$226K +$4.11K +30 +2%
WP
1832
WealthPLAN Partners
Nebraska
$226K +$2.46K +18 +1%
ACA
1833
Aspire Capital Advisors
Washington
$226K -$2.05K -15 -0.9%
FCA
1834
FinTrust Capital Advisors
South Carolina
$225K -$17.7K -129 -7%
SEIA
1835
Signature Estate & Investment Advisors
California
$223K +$223K +1,632 New
CWM
1836
Cahaba Wealth Management
Georgia
$222K -$1.51K -11 -0.7%
SAI
1837
Savvy Advisors Inc
New York
$222K +$222K +1,621 New
EMAM
1838
Encompass More Asset Management
California
$221K +$13.3K +97 +6%
CH
1839
Cromwell Holdings
Wyoming
$221K +$221K +1,617 New
HBT
1840
Heartland Bank & Trust
Illinois
$221K +$7.8K +57 +4%
WMA
1841
Wealth Management Associates
New Jersey
$220K
S
1842
SimplyRich
California
$220K
SSWM
1843
Strait & Sound Wealth Management
California
$219K -$211K -1,542 -49%
BONST
1844
Bank of Nova Scotia Trust
Ontario, Canada
$219K +$15.1K +110 +7%
SP
1845
Stablepoint Partners
Massachusetts
$218K -$275K -2,137 -56%
HC
1846
Hamilton Capital
Ohio
$217K -$55.8K -408 -20%
BCM
1847
Boltwood Capital Management
California
$217K
SCA
1848
STALEY CAPITAL ADVISERS
Pennsylvania
$216K -$1.23K -9 -0.6%
WB
1849
West Bancorporation
Iowa
$216K
BDFN
1850
Bond & Devick Financial Network
Minnesota
$216K +$216K +1,581 New