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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 %
BCM
726
Brookmont Capital Management
Texas
$3.33M +$43K +289 +1%
TAM
727
Tocqueville Asset Management
New York
$3.3M +$2.97M +19,964 +880%
BMA
728
Brooks Moore & Associates
Tennessee
$3.28M +$122K +820 +4%
AWE
729
Avidian Wealth Enterprises
Texas
$3.26M +$86.1K +579 +3%
VI
730
Vestcor Inc
New Brunswick, Canada
$3.25M -$274K -1,841 -8%
EFH
731
Eaton Financial Holdings
Florida
$3.24M +$87.2K +587 +3%
SLG
732
Stanley-Laman Group
Pennsylvania
$3.24M +$676K +4,551 +26%
LTI
733
Laffer Tengler Investments
Tennessee
$3.21M -$420K -2,823 -12%
CCMINC
734
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.2M +$316K +2,123 +11%
GAM
735
Groupama Asset Management
France
$3.2M -$3.91M -13,436 -55%
UCB
736
United Community Bank
South Carolina
$3.18M +$815K +5,402 +34%
BHC
737
Bowen Hanes & Co
Florida
$3.18M -$551K -3,710 -15%
NSAM
738
North Star Asset Management
Wisconsin
$3.17M -$50.7K -341 -2%
FPGT
739
Financial Partners Group (Tennessee)
Tennessee
$3.16M +$1.2M +8,069 +61%
ACM
740
Alta Capital Management
Utah
$3.15M +$854K +5,743 +37%
EI
741
Ethic Inc
New York
$3.14M -$418K -2,815 -12%
GWM
742
GSB Wealth Management
Connecticut
$3.13M -$83.4K -561 -3%
LWANC
743
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.13M -$99.4K -669 -3%
PCTC
744
Perkins Coie Trust Company
Washington
$3.11M +$103K +690 +3%
Fidelity International
745
Fidelity International
Bermuda
$3.09M -$3.57M -24,053 -54%
JFG
746
Jefferies Financial Group
New York
$3.09M +$2.83M +19,057 +1,121%
EWA
747
EP Wealth Advisors
California
$3.07M +$502K +3,379 +20%
MP
748
McDonald Partners
Ohio
$3.06M -$143K -964 -4%
MCM
749
Monarch Capital Management
Indiana
$3.06M +$283K +1,902 +10%
PFS
750
Physicians Financial Services
North Carolina
$3.06M -$14.9K -100 -0.5%