UPS icon

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 %
NIM
501
Northeast Investment Management
Massachusetts
$6.63M -$97.5K -656 -1%
Robeco Institutional Asset Management
502
Robeco Institutional Asset Management
Netherlands
$6.63M -$11.9M -80,065 -64%
AWS
503
Atria Wealth Solutions
New York
$6.62M +$1.04M +6,984 +19%
ATPW
504
Ashton Thomas Private Wealth
Arizona
$6.61M +$90.5K +609 +1%
SWP
505
Stratos Wealth Partners
Ohio
$6.6M -$93.5K -629 -1%
FNT
506
First National Trust
Pennsylvania
$6.59M -$400K -2,692 -6%
Loomis, Sayles & Company
507
Loomis, Sayles & Company
Massachusetts
$6.55M -$42.2K -284 -0.6%
LOPW
508
Live Oak Private Wealth
North Carolina
$6.55M -$562K -3,779 -8%
BWS
509
Buck Wealth Strategies
Colorado
$6.54M +$6.03M +40,592 +1,183%
CIA
510
Concurrent Investment Advisors
Florida
$6.52M +$96.3K +648 +1%
BCM
511
Birch Capital Management
Texas
$6.49M +$583K +3,925 +10%
MMA
512
Miracle Mile Advisors
California
$6.45M +$667K +4,486 +12%
NGA
513
Naples Global Advisors
Florida
$6.45M +$90.8K +611 +1%
BIG
514
Builder Investment Group
Georgia
$6.43M -$38.6K -260 -0.6%
SAM
515
Securian Asset Management
Minnesota
$6.33M -$467K -3,143 -7%
PSP
516
Principal Street Partners
Tennessee
$6.3M +$2.25M +15,165 +55%
HF
517
HRT Financial
New York
$6.28M -$29.8M -200,636 -83%
DIA
518
Dean Investment Associates
Ohio
$6.27M +$641K +4,315 +11%
LSERS
519
Louisiana State Employees Retirement System
Louisiana
$6.26M -$238K -1,600 -4%
HB
520
HTLF Bank
Colorado
$6.25M +$65K +437 +1%
HSA
521
HBK Sorce Advisory
Pennsylvania
$6.23M +$366K +2,465 +6%
CGH
522
Crossmark Global Holdings
Texas
$6.21M -$306K -2,061 -5%
Jennison Associates
523
Jennison Associates
New York
$6.18M -$3.66M -24,612 -37%
MFWM
524
Motley Fool Wealth Management
Virginia
$6.16M +$143K +959 +2%
WW
525
Waterfront Wealth
Kansas
$6.13M -$6.46K -44 -0.1%