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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 %
PGAM
2126
Princeton Global Asset Management
New Jersey
$4.11K -$2.1M -15,359 -100%
1IA
2127
1620 Investment Advisors
Massachusetts
$4.11K +$4.11K +30 New
FCG
2128
Financial Connections Group
California
$4K +$4K +31 New
WCM
2129
Westend Capital Management
California
$3.94K
SFC
2130
Strategic Financial Concepts
Texas
$3.93K +$3.93K +47,721 New
MAM
2131
Marquette Asset Management
Minnesota
$3.83K
HCMG
2132
Howard Capital Management Group
California
$3.83K
DWA
2133
Delos Wealth Advisors
Texas
$3.56K
TCA
2134
Trifecta Capital Advisors
Illinois
$3.42K
CPG
2135
Custom Portfolio Group
Colorado
$3.42K
MLA
2136
MB, Levis & Associates
Pennsylvania
$3.42K
LWA
2137
Lowe Wealth Advisors
Maryland
$3.42K
APW
2138
Atlantic Private Wealth
North Carolina
$3.39K
NECFA
2139
New England Capital Financial Advisors
Connecticut
$3.31K
FGAM
2140
Financial Gravity Asset Management
Texas
$3.15K -$23K -168 -88%
ECM
2141
Everence Capital Management
Indiana
$3.12K -$759 -5,150 -20%
AW
2142
Avion Wealth
Texas
$3K -$20.4K -163 -87%
BCPWM
2143
Bradley & Co Private Wealth Management
Florida
$2.87K
AP
2144
Atwood & Palmer
Missouri
$2.74K
PPWM
2145
PFG Private Wealth Management
Florida
$2.33K
GWSA
2146
Global Wealth Strategies & Associates
Colorado
$2.33K
PPA
2147
Painted Porch Advisors
California
$2.19K +$2.19K +16 New
OCM
2148
Orion Capital Management
California
$1.92K
KA
2149
Kozak & Associates
Colorado
$1.53K
FW
2150
Fairway Wealth
Ohio
$1.51K +$1.51K +11 New