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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 %
BFA
2101
BBJS Financial Advisors
Washington
$8.9K +$8.9K +65 New
IA
2102
IFS Advisors
Kansas
$8.9K
IWA
2103
IBEX Wealth Advisors
New Jersey
$8.57K -$6.14M -45,113 -100%
MWA
2104
MFA Wealth Advisors
Pennsylvania
$7.69K +$7.69K +56 New
DCBT
2105
Dakota Community Bank & Trust
North Dakota
$7.53K -$684 -5 -8%
HWM
2106
HighMark Wealth Management
Minnesota
$7.39K
PWMG
2107
Private Wealth Management Group
New Jersey
$7.25K -$11.8K -86 -62%
PA
2108
Pineridge Advisors
Missouri
$6.84K -$7.25K -53 -51%
CWA
2109
Carolina Wealth Advisors
South Carolina
$6.84K
CFS
2110
CGC Financial Services
Oregon
$6.84K
NA
2111
Nordwand Advisors
Pennsylvania
$6.84K
DPW
2112
DiNuzzo Private Wealth
Pennsylvania
$6.71K +$547 +4 +9%
PA
2113
PSI Advisors
Florida
$6.71K +$2.87K +21 +75%
CPA
2114
Clear Point Advisors
New York
$6.23K +$135 +1 +2%
HI
2115
Hoey Investments
Pennsylvania
$6.16K
TWD
2116
True Wealth Design
Ohio
$5.91K -$3.16K -23 -35%
RWA
2117
Redmont Wealth Advisors
Illinois
$5.89K
SWM
2118
Sanctuary Wealth Management
Idaho
$5.75K
ECM
2119
Estabrook Capital Management
New York
$5.47K
AP
2120
Aspect Partners
Virginia
$5.34K -$3.15K -23 -37%
TCM
2121
Tributary Capital Management
Nebraska
$5.2K +$137 +1 +3%
LG
2122
LAM Group
Oregon
$4.65K
ACA
2123
Atlas Capital Advisors
Wyoming
$4.24K
IHWM
2124
Iron Horse Wealth Management
Iowa
$4.24K
NOI
2125
Newton One Investments
Delaware
$4.18K +$135 +1 +3%