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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 %
FPB
1926
First PREMIER Bank
South Dakota
$136K -$20.4K -149 -13%
HBW
1927
Hazlett, Burt & Watson
West Virginia
$135K -$4.83K -35 -3%
KFI
1928
Key Financial Inc
Pennsylvania
$134K
DCM
1929
Davis Capital Management
Florida
$131K
CWM
1930
CarsonAllaria Wealth Management
Illinois
$130K -$2.33K -17 -2%
SIM
1931
Sentry Investment Management
Wisconsin
$130K -$188K -1,372 -59%
UWS
1932
Unique Wealth Strategies
Illinois
$129K +$129K +868 New
MG
1933
MilWealth Group
Wisconsin
$125K
RFG
1934
RFP Financial Group
Georgia
$123K +$54.7K +400 +80%
ACA
1935
American Capital Advisory
Idaho
$122K
MCM
1936
MV Capital Management
Maryland
$119K -$14.1K -103 -11%
WIM
1937
Westside Investment Management
California
$117K
MA
1938
MCF Advisors
Kentucky
$115K -$548 -4 -0.5%
GPI
1939
General Partner Inc
Pennsylvania
$115K
FPF
1940
First Pacific Financial
Washington
$115K -$410 -3 -0.4%
CB
1941
CNB Bank
Pennsylvania
$114K -$12K -88 -10%
TFA
1942
Toth Financial Advisory
Virginia
$112K -$4.38K -32 -4%
TFIPS
1943
Towarzystwo Funduszy Inwestycyjnych PZU SA
$111K +$38.3K +280 +53%
RS
1944
Rakuten Securities
Japan
$110K +$108K +792 +7,920%
MSFP
1945
Mark Sheptoff Financial Planning
Connecticut
$109K -$34.2K -250 -24%
CP
1946
Camelot Portfolios
Ohio
$109K +$109K +800 New
RWMG
1947
Redwood Wealth Management Group
New Jersey
$109K +$109K +798 New
WB
1948
Webster Bank
Connecticut
$108K
ACM
1949
Accent Capital Management
Ohio
$105K +$105K +770 New
MIA
1950
MeadowBrook Investment Advisors
Michigan
$105K