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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 %
NB
676
Norinchukin Bank
Japan
$3.82M -$54.3K -365 -1%
EA
677
Ellsworth Advisors
Ohio
$3.78M +$310K +2,142 +9%
WFMPM
678
Woodley Farra Manion Portfolio Management
Indiana
$3.75M +$2.24M +15,072 +148%
VFA
679
Valeo Financial Advisors
Indiana
$3.75M +$166K +1,131 +5%
BMC
680
Benin Management Corp
Connecticut
$3.73M +$28.5K +192 +0.8%
PBC
681
Pavion Blue Capital
California
$3.72M +$383K +2,575 +11%
SFA
682
Semmax Financial Advisors
North Carolina
$3.7M -$105K -691 -3%
PRS
683
Pinkerton Retirement Specialists
Idaho
$3.69M +$1.42M +9,545 +62%
III
684
Independent Investors Inc
New York
$3.69M -$14.9K -100 -0.4%
VDI
685
Vaughan David Investments
Illinois
$3.67M +$56K +377 +2%
SC
686
Schulhoff & Co
Ohio
$3.64M +$30.6K +206 +0.8%
MPM
687
Meritage Portfolio Management
Kansas
$3.63M -$213K -1,436 -6%
CWS
688
Cypress Wealth Services
California
$3.63M -$54.4K -366 -1%
HCMT
689
Highland Capital Management (Tennessee)
Tennessee
$3.62M -$53.5K -360 -1%
GWMIA
690
Global Wealth Management Investment Advisory
Florida
$3.62M +$48K +323 +1%
PWS
691
Peloton Wealth Strategists
Indiana
$3.62M +$7.43K +50 +0.2%
KFP
692
KMG Fiduciary Partners
Ohio
$3.6M +$151K +1,018 +4%
MAWA
693
Moss Adams Wealth Advisors
Washington
$3.6M +$3.6M +24,218 New
HCM
694
Hudson Capital Management
New Jersey
$3.59M +$115K +776 +3%
ACIM
695
Azimuth Capital Investment Management
Michigan
$3.59M +$114K +764 +3%
JIM
696
Jensen Investment Management
Oregon
$3.55M -$2.44M -16,396 -41%
KRSITF
697
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.55M -$282K -1,899 -7%
GWM
698
Glass Wealth Management
Texas
$3.54M +$3.54M +23,820 New
OAM
699
Ostrum Asset Management
France
$3.54M -$900K -6,058 -20%
VT
700
Vise Technologies
New York
$3.54M -$134K -904 -4%