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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 %
FCMT
1951
Founders Capital Management (Texas)
Texas
$103K -$206K -1,505 -67%
MMG
1952
Monetary Management Group
Missouri
$102K +$13.7K +100 +15%
NFSG
1953
Newbridge Financial Services Group
Florida
$102K +$41.1K +300 +67%
TFF
1954
The Family Firm
Maryland
$99.9K +$99.9K +730 New
LI
1955
LRI Investments
Florida
$95K +$45.4K +332 +92%
OA
1956
Operose Advisors
Wisconsin
$93.3K
SOW
1957
State of Wyoming
Wyoming
$93.1K +$92.2K +674 +11,233%
FCAS
1958
First Command Advisory Services
Texas
$89K -$14.1K -103 -14%
IWP
1959
IAG Wealth Partners
Wisconsin
$87.6K -$32K -234 -27%
BWP
1960
Baldwin Wealth Partners
Massachusetts
$83.6K -$8.49K -62 -9%
GFPC
1961
Global Financial Private Client
Florida
$83.2K -$7.25K -53 -8%
MRCM
1962
M&R Capital Management
New Jersey
$83.1K +$21.9K +160 +36%
AT
1963
Avalon Trust
New Mexico
$82.5K
WIA
1964
Wetzel Investment Advisors
Indiana
$82K -$14.1K -95 -15%
RFA
1965
Register Financial Advisors
Georgia
$81.7K -$81.4K -595 -50%
GLR
1966
Great Lakes Retirement
Ohio
$80.9K +$80.9K +591 New
TFM
1967
TFC Financial Management
Massachusetts
$79.6K +$3.83K +28 +5%
AT
1968
Arlington Trust
Alabama
$78K +$19.4K +142 +33%
FC
1969
Fairscale Capital
New Hampshire
$77.5K +$77.5K +526 New
VAMG
1970
Voisard Asset Management Group
Michigan
$77.5K +$27.4K +200 +55%
JWM
1971
Janiczek Wealth Management
Colorado
$76.9K -$16K -117 -17%
QL
1972
Quarry LP
New York
$73.5K +$60.2K +440 +454%
CH
1973
Canton Hathaway
Rhode Island
$73K
PH
1974
Pinnacle Holdings
Oklahoma
$71.8K -$9.58K -70 -12%
HGERS
1975
Householder Group Estate & Retirement Specialist
Arizona
$70K +$9.52K +70 +16%