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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 %
FNWA
1901
Financial Network Wealth Advisors
Utah
$177K +$177K +1,299 New
BGAI
1902
Bruce G. Allen Investments
Colorado
$176K -$2.19K -16 -1%
MTIC
1903
Missouri Trust & Investment Company
Missouri
$176K -$643K -4,700 -79%
QC
1904
Quent Capital
New York
$173K -$18.3K -134 -10%
GJIA
1905
Glass Jacobson Investment Advisors
Maryland
$172K
AA
1906
Addison Advisors
Vermont
$172K +$7.25K +53 +4%
SWM
1907
Sugarloaf Wealth Management
Georgia
$168K
USGIU
1908
U.S. Global Investors (USGI)
Texas
$166K
TC
1909
Trust Company
Kansas
$164K
CT
1910
Clearstead Trust
Maine
$164K +$1.37K +10 +0.8%
AF
1911
Advisornet Financial
Minnesota
$163K +$6.98K +51 +4%
BAM
1912
Bellevue Asset Management
Washington
$158K +$137 +1 +0.1%
ADL
1913
Asset Dedication LLC
California
$156K +$21.6K +158 +16%
USB
1914
Union Savings Bank
Connecticut
$156K
CA
1915
Crewe Advisors
Utah
$152K -$77.3K -565 -34%
WBC
1916
West Branch Capital
Massachusetts
$150K +$26.1K +191 +21%
MHR
1917
Matthew Hamilton Rosenberg
$149K -$23.7K -174 -14%
CAM
1918
Creekmur Asset Management
Illinois
$148K -$135K -983 -48%
C
1919
Covestor
United Kingdom
$146K -$6.97K -51 -5%
CAL
1920
Capital Advisors Ltd
Ohio
$143K -$9.02K -66 -6%
CB
1921
Chris Bulman
California
$142K +$142K +1,041 New
AF
1922
Aviso Financial
Ontario, Canada
$140K +$140K +1,020 New
YDMI
1923
Y.D. More Investments
Israel
$139K +$78.4K +573 +130%
PCWA
1924
Pacific Capital Wealth Advisors
California
$138K
PMFA
1925
Plante Moran Financial Advisors
Michigan
$137K -$6.84K -50 -5%