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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 %
MDCM
476
Morgan Dempsey Capital Management
Wisconsin
$7.29M -$625K -4,203 -8%
TYCC
477
Texas Yale Capital Corp
Florida
$7.28M -$5.95K -40 -0.1%
AF
478
Ally Financial
Michigan
$7.28M +$2.53M +17,000 +53%
RMC
479
Resources Management Corp
Connecticut
$7.27M -$349K -2,348 -5%
IIM
480
Intact Investment Management
Quebec, Canada
$7.25M
OCM
481
Oakview Capital Management
Texas
$7.2M -$11.2M -75,179 -61%
SW
482
SteelPeak Wealth
California
$7.12M +$6.73M +45,299 +1,755%
CFIA
483
Cantor Fitzgerald Investment Advisors
New York
$7.08M -$178K -1,197 -2%
CM
484
Capital Management
Virginia
$7.08M +$591K +3,974 +9%
IHL
485
Investment House LLC
California
$7.04M +$327K +2,199 +5%
Koshinski Asset Management
486
Koshinski Asset Management
Illinois
$6.99M +$6.51M +43,822 +1,366%
ASN
487
Advisory Services Network
Georgia
$6.98M +$1.52M +10,235 +28%
OSAM
488
O'Shaughnessy Asset Management
Connecticut
$6.97M +$446K +3,003 +7%
HIMCH
489
Hartford Investment Management Co (HIMCO)
Connecticut
$6.95M -$296K -1,992 -4%
GAM
490
Griffin Asset Management
New York
$6.92M +$747K +5,027 +12%
KFP
491
Keystone Financial Planning
Ohio
$6.88M +$304K +2,043 +5%
S
492
SignatureFD
Georgia
$6.84M -$385K -2,593 -5%
TCM
493
Tufton Capital Management
Maryland
$6.84M -$71K -478 -1%
PP
494
Prudential plc
United Kingdom
$6.82M -$354K -2,385 -5%
SIG
495
Stonegate Investment Group
Alabama
$6.81M +$382K +2,568 +6%
WAP
496
Wealthcare Advisory Partners
Pennsylvania
$6.79M +$43.4K +292 +0.6%
GC
497
Gratus Capital
Georgia
$6.79M +$54.3K +365 +0.8%
WA
498
Wambolt & Associates
Colorado
$6.76M -$6.64K -45 -0.1%
HFS
499
Haverford Financial Services
Pennsylvania
$6.72M -$10.7K -72 -0.2%
Hudson Bay Capital Management
500
Hudson Bay Capital Management
Connecticut
$6.7M +$6.7M +45,070 New