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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 %
SHGA
551
Sand Hill Global Advisors
California
$5.7M -$216K -1,451 -4%
MIA
552
MainStreet Investment Advisors
Illinois
$5.67M -$106K -710 -2%
EFIC
553
Eliot Finkel Investment Counsel
California
$5.65M -$78.8K -530 -1%
SAM
554
Sompo Asset Management
Japan
$5.62M +$1.54M +10,353 +38%
LGF
555
LGT Group Foundation
Liechtenstein
$5.61M -$1.81M -12,208 -24%
IPW
556
Inlet Private Wealth
Florida
$5.59M +$52.8K +355 +1%
CCM
557
Canal Capital Management
Virginia
$5.58M +$1.58M +10,609 +39%
BONH
558
Bank of New Hampshire
New Hampshire
$5.57M -$52.9K -356 -0.9%
FC
559
Fusion Capital
South Carolina
$5.55M +$499K +3,359 +10%
ECM
560
EagleClaw Capital Management
Massachusetts
$5.55M -$39.4K -265 -0.7%
BHWA
561
Beacon Harbor Wealth Advisors
Virginia
$5.51M +$3.74M +25,175 +212%
CB
562
Cadence Bank
Mississippi
$5.48M -$52.8K -355 -1%
Bessemer Group
563
Bessemer Group
New Jersey
$5.47M +$3.08M +20,717 +129%
Verition Fund Management
564
Verition Fund Management
Connecticut
$5.46M +$3.39M +22,834 +164%
CSPIA
565
Cary Street Partners Investment Advisory
Virginia
$5.46M -$60K -404 -1%
NMERB
566
New Mexico Educational Retirement Board
New Mexico
$5.42M -$178K -1,200 -3%
WT
567
Whittier Trust
California
$5.4M -$12.8K -86 -0.2%
WC
568
Woodstock Corp
Massachusetts
$5.39M +$435K +2,929 +9%
TI
569
Tidal Investments
Wisconsin
$5.38M -$4.74M -31,877 -47%
SFI
570
Siemens Fonds Invest
Germany
$5.38M -$167K -1,126 -3%
BRM
571
Boston Research & Management
Massachusetts
$5.37M +$102K +686 +2%
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$5.37M -$259K -1,743 -5%
JIC
573
Johnson Investment Counsel
Ohio
$5.34M -$14K -94 -0.3%
BFS
574
Bard Financial Services
Connecticut
$5.25M
KNW
575
Kesler Norman & Wride
Utah
$5.24M +$97.7K +657 +2%