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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 %
NW
651
NewEdge Wealth
Pennsylvania
$4.11M -$164K -1,114 -4%
BFW
652
Brady Family Wealth
Missouri
$4.08M +$362K +2,433 +10%
TIP
653
Torray Investment Partners
Maryland
$4.07M +$4.07M +27,371 New
KC
654
Kingfisher Capital
North Carolina
$4.07M +$33.7K +227 +0.8%
WAC
655
William Allan Corp
Colorado
$4.06M +$127K +852 +3%
VWM
656
Valley Wealth Managers
New Jersey
$4.05M +$87.8K +591 +2%
Walleye Capital
657
Walleye Capital
New York
$4.04M +$4.04M +27,193 New
LWM
658
LongView Wealth Management
Georgia
$4.02M -$14.9K -100 -0.4%
VFM
659
Viking Fund Management
North Dakota
$4.01M +$446K +3,000 +13%
SGI
660
Summit Global Investments
Utah
$3.96M -$2.51M -16,855 -39%
MI
661
Mango Investments
Colorado
$3.96M
OIM
662
Opus Investment Management
Massachusetts
$3.95M
SIC
663
Schwartz Investment Counsel
Michigan
$3.94M
BW
664
Bison Wealth
Georgia
$3.93M -$34.6K -233 -0.9%
SWP
665
Strategic Wealth Partners
Ohio
$3.92M +$3.49M +23,492 +814%
NERM
666
New England Research & Management
Illinois
$3.92M +$802K +5,397 +26%
MYAM
667
Meiji Yasuda Asset Management
Japan
$3.91M +$323K +2,170 +9%
EF
668
Empirical Finance
Pennsylvania
$3.91M +$130K +877 +3%
BCFS
669
Butensky & Cohen Financial Security
Florida
$3.91M +$49.9K +336 +1%
MTC
670
McDaniel Terry & Co
Texas
$3.91M -$3.57K -24 -0.1%
NIC
671
Northwest Investment Counselors
Oregon
$3.9M +$85.3K +574 +2%
DWT
672
Dorsey & Whitney Trust
South Dakota
$3.9M -$381K -2,565 -9%
QPBE
673
Quintet Private Bank (Europe)
Luxembourg
$3.86M -$1.14M -6,713 -23%
WG
674
Winton Group
United Kingdom
$3.83M -$1.21M -8,126 -24%
SL
675
Summitry LLC
California
$3.82M +$50.5K +340 +1%