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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 %
IGWM
1976
ICA Group Wealth Management
Colorado
$69.4K -$391K -2,853 -85%
CJH
1977
Christopher J. Hasenberg
Wisconsin
$68.8K +$68.8K +503 New
SIC
1978
SJS Investment Consulting
Ohio
$64.7K -$274 -2 -0.4%
AWM
1979
Atticus Wealth Management
Florida
$62.3K -$11.1K -81 -15%
JFA
1980
JNBA Financial Advisors
Minnesota
$62.2K
TSWM
1981
Tyler-Stone Wealth Management
Ohio
$61K +$547 +4 +0.9%
BHWM
1982
Beaird Harris Wealth Management
Texas
$61K -$1.37K -10 -2%
SC
1983
Swan Capital
Florida
$60.1K +$60.1K +439 New
TFGT
1984
TS Financial Group (TSFG)
Illinois
$60K -$10.3K -75 -15%
PCFFS
1985
Pacific Center for Financial Services
California
$58.6K
HNB
1986
Hilltop National Bank
Wyoming
$55.8K +$11.9K +87 +27%
EIM
1987
Essex Investment Management
Massachusetts
$55.3K
FPFS
1988
First Personal Financial Services
North Carolina
$54.2K
MAM
1989
Meeder Asset Management
Ohio
$53.9K +$39.4K +288 +272%
MIM
1990
Macroview Investment Management
Maryland
$52.6K
VWA
1991
Valued Wealth Advisors
Utah
$52.4K -$2.46K -18 -4%
WWM
1992
Wolff Wiese Magana
California
$50.8K +$9.31K +68 +22%
OWA
1993
Opal Wealth Advisors
New York
$50.6K -$101K -741 -67%
MFG
1994
Mendota Financial Group
Wisconsin
$50.1K +$137 +1 +0.3%
RDIA
1995
RE Dickinson Investment Advisors
Iowa
$50K
CWC
1996
Carolinas Wealth Consulting
North Carolina
$49.4K -$1.37K -10 -3%
DWS
1997
Dynamic Wealth Strategies
California
$47K
WAG
1998
Wiser Advisor Group
Arizona
$47K +$819 +6 +2%
ETC
1999
Exchange Traded Concepts
Oklahoma
$46.5K -$821 -6 -2%
GPFA
2000
Game Plan Financial Advisors
Ohio
$46K