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United Parcel Service

2,198 hedge funds and large institutions have $76.1B invested in United Parcel Service in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 979 increasing their positions, 836 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,198
Holders Change
-47
Holders Change %
-2.09%
% of All Funds
31.86%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
148
Increased
979
Reduced
836
Closed
168
Calls
$2.86B
Puts
$2.53B
Net Calls
+$336M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
351
Kestra Private Wealth Services
Texas
$12.2M +$248K +1,671 +2%
WWP
352
Waypoint Wealth Partners
California
$12.2M
ZAM
353
Zevin Asset Management
Massachusetts
$12.1M -$1.51M -10,188 -11%
JC
354
Jacobs & Co
California
$12.1M +$476K +3,205 +4%
VIP
355
Vantage Investment Partners
Missouri
$12M +$303K +2,038 +3%
RWP
356
RWA Wealth Partners
Massachusetts
$12M +$186K +1,254 +2%
SA
357
SpiderRock Advisors
Delaware
$12M +$12M +78,788 New
ISB
358
Iowa State Bank
Iowa
$11.9M -$32.6K -219 -0.3%
KCM
359
Kornitzer Capital Management
Kansas
$11.9M +$47K +316 +0.4%
LCM
360
Logan Capital Management
Pennsylvania
$11.8M +$3.17M +21,305 +37%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$11.8M -$4.75M -31,968 -29%
SF
362
Synovus Financial
Georgia
$11.8M -$218K -1,469 -2%
TSW
363
Thompson Siegel & Walmsley
Virginia
$11.4M -$2.08K -14 -0%
TC
364
TownSquare Capital
Utah
$11.3M +$3.35M +22,556 +42%
AC
365
Addenda Capital
Quebec, Canada
$11.3M +$1.16M +7,792 +11%
Daiwa Securities Group
366
Daiwa Securities Group
Japan
$11.2M +$256K +1,725 +2%
Allianz Asset Management
367
Allianz Asset Management
Germany
$10.9M -$1.44M -9,684 -12%
EGM
368
Engineers Gate Manager
New York
$10.9M +$9.61M +64,628 +771%
CWM
369
Congress Wealth Management
Massachusetts
$10.8M +$2.77M +18,660 +34%
Rafferty Asset Management
370
Rafferty Asset Management
New York
$10.8M -$312K -2,101 -3%
CA
371
CapWealth Advisors
Tennessee
$10.8M +$2.15M +14,477 +25%
LA
372
LBP AM
France
$10.8M -$3.62M -24,375 -25%
CWM
373
CIBC World Markets
New York
$10.8M -$9.74M -65,561 -47%
PGFC
374
Peapack-Gladstone Financial Corp
New Jersey
$10.8M +$264K +1,778 +3%
JWCA
375
J.W. Cole Advisors
Florida
$10.7M -$41.8K -281 -0.4%