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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 %
LOIP
2051
Live Oak Investment Partners
Texas
$20.5K
PP
2052
PrairieView Partners
Minnesota
$20K
CMP
2053
Coston McIsaac & Partners
Maine
$20K +$136 +1 +0.7%
BIA
2054
Bell Investment Advisors
California
$19.6K -$3.01K -22 -13%
CCM
2055
Chilton Capital Management
Texas
$19.4K -$54.6K -399 -74%
BL
2056
BFSG LLC
California
$19.2K -$1.98M -14,462 -99%
CPG
2057
Cornerstone Planning Group
New Jersey
$18.9K -$5.8K -46 -23%
T
2058
Tidemark
California
$18.6K +$137 +1 +0.7%
DFC
2059
DB Fitzpatrick & Co
Idaho
$17.7K
FCT
2060
First Community Trust
Iowa
$17.7K
TCG
2061
Transcendent Capital Group
Oklahoma
$17.7K +$958 +7 +6%
CSWM
2062
Cassady Schiller Wealth Management
Ohio
$17.5K -$48.7K -356 -74%
FFL
2063
Financial Freedom LLC
Ohio
$17.1K
LFA
2064
Legend Financial Advisors
Pennsylvania
$16.6K +$11.4K +83 +218%
FFA
2065
Fairfield Financial Advisors
Massachusetts
$16.4K +$16.4K +120 New
MSG
2066
Main Street Group
Virginia
$15.8K -$1.77K -13 -10%
CJ
2067
Caitlin John
Michigan
$15.7K
SWC
2068
Spectrum Wealth Counsel
Indiana
$15.5K
MSWM
2069
Mowery & Schoenfeld Wealth Management
Illinois
$15.2K +$15.2K +111 New
TWP
2070
Triad Wealth Partners
Kansas
$15.2K +$15.2K +111 New
HDIM
2071
Hanson & Doremus Investment Management
Vermont
$15K -$3.65K -27 -20%
TIM
2072
Thompson Investment Management
Wisconsin
$14.9K
CIAS
2073
CBIZ Investment Advisory Services
Ohio
$14.8K
AWM
2074
AllSquare Wealth Management
New York
$14.2K
SR
2075
Syntax Research
Florida
$13.8K +$13.8K +101 New