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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 %
P
701
Pitcairn
Pennsylvania
$3.53M +$191K +1,283 +6%
SP
702
SWS Partners
Ohio
$3.52M +$528K +3,555 +18%
HCM
703
Hengehold Capital Management
Ohio
$3.52M +$5.05K +34 +0.1%
LCM
704
Laurion Capital Management
New York
$3.49M +$3.49M +23,478 New
BRWA
705
B. Riley Wealth Advisors
Florida
$3.48M -$18.4K -118 -0.5%
BSW
706
Buckingham Strategic Wealth
Missouri
$3.47M -$1.02M -6,894 -23%
PS
707
Principal Securities
Iowa
$3.45M +$139K +934 +4%
SWMG
708
Signature Wealth Management Group
Georgia
$3.45M +$54.8K +384 +2%
BBI
709
Baxter Bros Inc
Connecticut
$3.45M -$603K -4,057 -15%
BLAM
710
Bourne Lent Asset Management
New York
$3.44M
ACM
711
Argyle Capital Management
Pennsylvania
$3.43M -$52K -350 -1%
HT
712
Heritage Trust
Oklahoma
$3.43M -$13.2K -89 -0.4%
NMIMC
713
Northwestern Mutual Investment Management Company
Wisconsin
$3.41M +$8.47K +57 +0.2%
HCA
714
Horan Capital Advisors
Ohio
$3.41M +$6.99K +47 +0.2%
GLA
715
Good Life Advisors
Pennsylvania
$3.41M +$102K +683 +3%
TFG
716
Tilson Financial Group
New Jersey
$3.4M
AIMCA
717
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.39M -$680K -4,575 -17%
SC
718
Sawyer & Company
Massachusetts
$3.38M +$5.8K +39 +0.2%
CIC
719
Carnegie Investment Counsel
Ohio
$3.38M +$606K +4,076 +22%
SFG
720
Sovereign Financial Group
Connecticut
$3.34M -$83.7K -563 -2%
AF
721
Allworth Financial
California
$3.34M +$342K +2,302 +11%
VAS
722
Vestmark Advisory Solutions
Massachusetts
$3.34M +$334K +2,244 +11%
OPTFSNA
723
Old Point Trust & Financial Services N A
Virginia
$3.34M +$230K +1,548 +7%
KIC
724
Keating Investment Counselors
Florida
$3.34M -$771K -5,185 -19%
SC
725
Sepio Capital
Utah
$3.33M -$85.5K -575 -2%