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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 %
PP
2001
Pingora Partners
Wyoming
$45.8K
NCM
2002
Northwest Capital Management
Oregon
$44.9K
IFAM
2003
Institutional & Family Asset Management
Colorado
$43.9K -$81.9K -599 -65%
BCM
2004
Blume Capital Management
California
$43.8K
PO
2005
Private Ocean
California
$42.4K -$4.11K -30 -9%
EBA
2006
Eagle Bay Advisors
New York
$41.3K -$49.4K -361 -54%
RAM
2007
Ramirez Asset Management
New York
$41.1K +$41.1K +300 New
FIM
2008
FWL Investment Management
Texas
$41.1K +$41.1K +300 New
MBFW
2009
Morton Brown Family Wealth
Pennsylvania
$40.8K -$1.45K -10 -3%
FP
2010
Financial Perspectives
Minnesota
$40.1K
SC
2011
Stephens Consulting
Michigan
$36.8K +$6.3K +46 +21%
GC
2012
Gould Capital
Washington
$36.4K
MWM
2013
Mascoma Wealth Management
New Hampshire
$36.1K -$118K -859 -76%
SL
2014
Salomon & Ludwin
Virginia
$35.3K -$152K -1,108 -81%
RFG
2015
REAP Financial Group
Texas
$35K -$547 -4 -2%
CCA
2016
Criterion Capital Advisors
Tennessee
$34.6K
TIM
2017
Tortoise Investment Management
New York
$33.8K +$21.2K +155 +168%
GKIM
2018
GW&K Investment Management
Massachusetts
$33K -$832 -6 -2%
AWM
2019
Abound Wealth Management
Tennessee
$32.9K -$1.23K -9 -4%
KFS
2020
Kelly Financial Services
Massachusetts
$32.6K +$1.37K +10 +4%
JGIA
2021
Jackson Grant Investment Advisers
Connecticut
$32.4K
PP
2022
Pacifica Partners
Canada
$32.1K +$2.98K +22 +10%
CA
2023
Centerpoint Advisors
Massachusetts
$32K +$23.8K +175 +292%
RTC
2024
Riverview Trust Company
Washington
$31.7K +$31.7K +232 New
RA
2025
Rational Advisors
New York
$30.4K -$61.2K -447 -67%