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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
31.39%
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 %
CB
2076
Centennial Bank
Arkansas
$13.7K -$3.29K -24 -19%
FC
2077
Family CFO
California
$13.7K -$41.1K -300 -75%
RCM
2078
Richardson Capital Management
Wisconsin
$13.7K
IRAG
2079
Investment Research & Advisory Group
Georgia
$13.7K
RDFA
2080
Ritter Daniher Financial Advisory
Ohio
$13.7K
AEPWM
2081
Atlantic Edge Private Wealth Management
Florida
$13.7K +$6.84K +50 +100%
HH
2082
HWG Holdings
Texas
$13.7K +$13.7K +100 New
RWM
2083
Ruedi Wealth Management
Illinois
$13K +$684 +5 +6%
PWM
2084
Partnership Wealth Management
Maryland
$12.6K
LI
2085
Louisbourg Investments
New Brunswick, Canada
$12.3K
BFS
2086
Burkett Financial Services
South Carolina
$12.2K +$137 +1 +1%
GCM
2087
Gables Capital Management
Florida
$11.8K
CMA
2088
Cedar Mountain Advisors
Oregon
$11.4K
BFPW
2089
BOK Financial Private Wealth
Colorado
$11.4K
CNBTD
2090
Citizens National Bank Trust Department
Mississippi
$10.9K
MWA
2091
Moser Wealth Advisors
Washington
$10.8K
NL
2092
NVWM LLC
Pennsylvania
$10.4K -$357K -2,609 -97%
CAM
2093
Costello Asset Management
Pennsylvania
$10.3K +$10.3K +75 New
OW
2094
Olistico Wealth
Oklahoma
$10.3K +$10.3K +75 New
EA
2095
Evolution Advisers
Virginia
$10K -$1.27K -10 -11%
EAM
2096
Eukles Asset Management
Ohio
$9.99K
PWA
2097
Provenance Wealth Advisors
Florida
$9.72K -$1.78K -13 -15%
SRCM
2098
Signature Resources Capital Management
California
$9.72K -$411 -3 -4%
FWA
2099
FSC Wealth Advisors
New York
$9.58K
HWP
2100
Highline Wealth Partners
California
$9.25K +$1.5K +11 +19%