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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 %
TIA
1851
Tandem Investment Advisors
South Carolina
$216K -$12.3K -90 -5%
BCMLT
1852
Beacon Capital Management LLC (Tennessee)
Tennessee
$215K -$10.9K -80 -5%
SNBOSD
1853
Security National Bank of So Dak
Iowa
$215K
MWA
1854
MN Wealth Advisors
Kansas
$215K +$137 +1 +0.1%
QPWM
1855
Quadrant Private Wealth Management
Pennsylvania
$214K +$21.5K +157 +11%
1WA
1856
180 Wealth Advisors
Washington
$214K -$15.1K -109 -7%
TF
1857
Tompkins Financial
New York
$214K -$7.21M -52,697 -97%
WSCM
1858
Wellington Shields Capital Management
New York
$214K
PSP
1859
Pacific Sage Partners
Washington
$213K +$821 +6 +0.4%
CWP
1860
Core Wealth Partners
California
$213K +$213K +1,556 New
WFI
1861
West Family Investments
California
$213K +$213K +1,554 New
D
1862
Diversified
Delaware
$212K +$17.9K +131 +9%
DJSG
1863
D.J. St. Germain
Massachusetts
$212K -$13.7K -100 -6%
BWP
1864
Balboa Wealth Partners
Arizona
$211K +$821 +6 +0.4%
BWP
1865
Barlow Wealth Partners
Kentucky
$211K
SCA
1866
Stuart Chaussee & Associates
California
$210K
KA
1867
Kercheville Advisors
Texas
$210K
SMWM
1868
Silvia McColl Wealth Management
California
$210K -$18.2K -133 -8%
SRC
1869
Sage Rhino Capital
California
$210K -$4.65K -34 -2%
KCFA
1870
Key Client Fiduciary Advisors
New Jersey
$209K +$7.39K +54 +4%
VC
1871
Vestor Capital
Illinois
$209K -$10.3K -75 -5%
NC
1872
NovaPoint Capital
Georgia
$209K -$821 -6 -0.4%
GWA
1873
GGM Wealth Advisors
Maryland
$208K -$958 -7 -0.5%
FSA
1874
Fort Sheridan Advisors
Illinois
$207K +$15.7K +115 +8%
JWM
1875
JGP Wealth Management
Oregon
$207K