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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 %
SFS
451
Sowell Financial Services
Arkansas
$8.18M -$30K -202 -0.4%
AIM
452
Anchor Investment Management
South Carolina
$8.18M +$47K +316 +0.6%
KRS
453
Kentucky Retirement Systems
Kentucky
$8.16M -$437K -2,942 -5%
ATC
454
Argent Trust Co
Tennessee
$8.12M +$25.6K +172 +0.3%
MSRPS
455
Maryland State Retirement & Pension System
Maryland
$8.08M +$68.5K +482 +0.9%
CCB
456
Country Club Bank
Missouri
$8.08M +$1.19M +7,976 +17%
TF
457
Tompkins Financial
New York
$8.06M +$422K +2,838 +6%
VPIM
458
Vanguard Personalized Indexing Management
California
$8.02M +$1.69M +11,379 +27%
SCM
459
Shelton Capital Management
Colorado
$8.01M -$59.5K -400 -0.7%
MYLI
460
Meiji Yasuda Life Insurance
Japan
$8M +$1.5M +10,117 +23%
GWI
461
Grace & White Inc
New York
$7.98M
EAM
462
Erste Asset Management
Austria
$7.97M +$2.75M +18,775 +53%
CI
463
CX Institutional
Indiana
$7.94M +$1.85M +12,456 +30%
EWM
464
Executive Wealth Management
Michigan
$7.92M +$72.5K +491 +0.9%
SFWA
465
Summit Financial Wealth Advisors
Louisiana
$7.91M +$725K +4,879 +10%
AWM
466
Axxcess Wealth Management
California
$7.91M -$253K -1,700 -3%
EWM
467
Empirical Wealth Management
Washington
$7.9M +$666K +4,484 +9%
IWA
468
IBEX Wealth Advisors
New Jersey
$7.85M +$7.85M +45,154 +205,245%
OC
469
Oppenheimer & Co
New York
$7.78M -$308K -2,073 -4%
Credit Agricole
470
Credit Agricole
France
$7.65M +$3.37M +23,610 +79%
CC
471
Carlson Capital
Texas
$7.46M +$7.46M +50,200 New
SBIA
472
Sheaff Brock Investment Advisors
Indiana
$7.42M -$8.32K -56 -0.1%
ST
473
Spinnaker Trust
Maine
$7.35M +$141K +952 +2%
LBC
474
Lowe Brockenbrough & Co
Virginia
$7.34M +$1.44M +9,677 +24%
HC
475
Hendley & Co
Ohio
$7.33M +$34.6K +233 +0.5%