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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 %
DA
576
Duality Advisers
Florida
$5.24M +$2.83M +19,060 +118%
SYBT
577
Stock Yards Bank & Trust
Kentucky
$5.23M -$1.21M -8,136 -19%
BWL
578
Bogart Wealth LLC
Virginia
$5.21M +$481K +3,235 +10%
AAS
579
Avantax Advisory Services
Texas
$5.2M -$370K -2,491 -7%
PP
580
PDS Planning
Ohio
$5.18M +$595 +4 +0%
AMI
581
Amica Mutual Insurance
Rhode Island
$5.16M
BFA
582
Bragg Financial Advisors
North Carolina
$5.16M +$361K +2,427 +8%
AWAG
583
ARS Wealth Advisors Group
Florida
$5.14M -$790K -5,314 -13%
NSIM
584
North Star Investment Management
Illinois
$5.13M +$64.1K +431 +1%
FNBOO
585
First National Bank of Omaha
Nebraska
$5.13M -$869K -7,899 -14%
CB
586
Community Bank
New York
$5.08M +$198K +1,334 +4%
UCFA
587
United Capital Financial Advisors
Texas
$5.02M -$1.19M -7,992 -19%
PCIG
588
Partners Capital Investment Group
Massachusetts
$5.01M -$5.22M -35,102 -51%
FNBOMD
589
First National Bank of Mount Dora
Florida
$5.01M +$373K +2,507 +8%
GFG
590
Greystone Financial Group
Michigan
$4.97M +$959K +6,454 +24%
SC
591
Stolper & Co
Oklahoma
$4.97M +$631K +4,245 +15%
CA
592
Cornerstone Advisors
North Carolina
$4.93M
BF
593
BOK Financial
Oklahoma
$4.93M +$183K +1,237 +4%
FBT
594
First Bankers Trust
Kentucky
$4.9M +$77.9K +524 +2%
MCP
595
Martin Capital Partners
Oregon
$4.89M +$145K +978 +3%
RWM
596
Rench Wealth Management
Texas
$4.88M +$119K +803 +3%
PRC
597
Pearl River Capital
Michigan
$4.86M +$4.86M +32,718 New
TI
598
tru Independence
Oregon
$4.84M -$55.7K -375 -1%
GI
599
GLOBALT Investments
Georgia
$4.83M -$150K -1,009 -3%
CAM
600
Columbia Asset Management
Michigan
$4.83M +$786 +5 +0%