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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 %
AWA
776
Arkadios Wealth Advisors
Georgia
$2.85M +$51.9K +349 +2%
DAS
777
Dynamic Advisor Solutions
Arizona
$2.83M -$113K -757 -4%
Wealthfront Advisers
778
Wealthfront Advisers
California
$2.83M -$168K -1,129 -6%
WS
779
Wedbush Securities
California
$2.83M +$264K +1,779 +10%
PMG
780
ProVise Management Group
Florida
$2.81M +$153K +1,026 +6%
NB
781
NBT Bank
New York
$2.79M -$70.6K -475 -2%
SW
782
SVB Wealth
Massachusetts
$2.77M +$326K +2,196 +13%
WIS
783
Wright Investors Service
Connecticut
$2.77M +$62.7K +422 +2%
MWM
784
Maltin Wealth Management
New Jersey
$2.77M +$21.1K +142 +0.8%
RWM
785
Rockline Wealth Management
New York
$2.76M -$22.4K -151 -0.8%
JA
786
JLB & Associates
Michigan
$2.76M +$85K +572 +3%
NWM
787
Northcape Wealth Management
New York
$2.75M -$19.2K -129 -0.7%
BWG
788
Boomfish Wealth Group
Georgia
$2.75M -$2.38K -16 -0.1%
PFA
789
Pure Financial Advisors
California
$2.75M +$8.92K +60 +0.3%
APC
790
Aspire Private Capital
North Carolina
$2.74M +$595 +4 +0%
TPCW
791
TD Private Client Wealth
New York
$2.74M -$263K -1,770 -9%
PAM
792
Paradigm Asset Management
New York
$2.72M -$59.5K -400 -2%
AWM
793
Avitas Wealth Management
California
$2.72M -$33.7K -227 -1%
TC
794
Trilogy Capital
California
$2.7M +$231K +1,551 +9%
APWM
795
Argonautica Private Wealth Management
Massachusetts
$2.68M +$106K +710 +4%
CI
796
Conning Inc
Connecticut
$2.68M -$29.3M -197,466 -92%
TNBTD
797
Trustmark National Bank Trust Department
Mississippi
$2.68M +$442K +2,974 +20%
MWM
798
Marion Wealth Management
Pennsylvania
$2.67M
PAS
799
Park Avenue Securities
New York
$2.66M -$177K -1,189 -6%
CCG
800
Cypress Capital Group
Florida
$2.66M +$169K +1,138 +7%