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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 %
EWM
426
Evercore Wealth Management
New York
$9.01M -$353K -2,377 -4%
UB
427
UMB Bank
Missouri
$9M -$12.8M -86,428 -59%
ECM
428
Evergreen Capital Management
Washington
$9M -$105K -704 -1%
VWA
429
Visionary Wealth Advisors
Illinois
$8.97M +$1.37M +9,229 +18%
DWP
430
Daymark Wealth Partners
Ohio
$8.93M -$37.5K -252 -0.4%
SIC
431
Sigma Investment Counselors
Michigan
$8.87M -$4.01K -27 -0%
Envestnet Portfolio Solutions
432
Envestnet Portfolio Solutions
Illinois
$8.85M +$966K +6,502 +12%
Macquarie Group
433
Macquarie Group
Australia
$8.81M -$1.55M -10,408 -15%
TRSOTSOK
434
Teachers Retirement System of the State of Kentucky
Kentucky
$8.8M -$479K -3,220 -5%
Capstone Investment Advisors
435
Capstone Investment Advisors
New York
$8.79M +$3.5M +23,573 +66%
UAG
436
United Advisor Group
Ohio
$8.74M -$2.1M -14,123 -19%
CA
437
Cullinan Associates
Kentucky
$8.73M +$608K +4,092 +7%
CA
438
Cetera Advisors
Colorado
$8.7M +$3.8M +25,600 +78%
PFS
439
Prospera Financial Services
Texas
$8.68M +$566K +3,807 +7%
OCM
440
Olstein Capital Management
New York
$8.62M +$1.49M +10,000 +21%
CAPTRUST Financial Advisors
441
CAPTRUST Financial Advisors
North Carolina
$8.59M -$1.9M -12,814 -18%
RBC
442
Romano Brothers & Co
Illinois
$8.58M -$206K -1,389 -2%
LA
443
Lynch & Associates
Indiana
$8.58M -$326K -2,195 -4%
IWC
444
Integrated Wealth Concepts
Massachusetts
$8.53M -$189K -1,272 -2%
LIM
445
Lathrop Investment Management
Arkansas
$8.53M -$972K -6,541 -10%
BMSSC
446
B. Metzler seel. Sohn & Co
Germany
$8.52M +$612K +4,121 +8%
BHIA
447
Birch Hill Investment Advisors
Massachusetts
$8.49M -$2.39M -16,105 -22%
HA
448
Hamel Associates
New Jersey
$8.47M +$47.6K +320 +0.6%
BB
449
Bell Bank
North Dakota
$8.44M +$477K +3,209 +6%
LW
450
Linscomb Wealth
Texas
$8.34M -$22.6K -152 -0.3%