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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 %
SCP
801
Shorepoint Capital Partners
Massachusetts
$2.66M +$83.4K +561 +3%
OQS
802
Occudo Quantitative Strategies
Florida
$2.65M +$1.84M +12,357 +227%
RC
803
Roundview Capital
New Jersey
$2.63M -$369K -2,482 -12%
AWM
804
Apollon Wealth Management
South Carolina
$2.62M +$353K +2,376 +16%
OHWP
805
Oak Harbor Wealth Partners
North Carolina
$2.62M +$30.8K +207 +1%
NIM
806
NEOS Investment Management
Connecticut
$2.61M +$1.09M +7,345 +72%
BAM
807
Boyar Asset Management
New York
$2.61M +$111K +748 +4%
ZIG
808
Zullo Investment Group
Pennsylvania
$2.61M +$155K +1,041 +6%
FWIA
809
Fort Washington Investment Advisors
Ohio
$2.6M -$256K -1,723 -9%
VIM
810
Vinva Investment Management
Australia
$2.6M +$1.06M +7,148 +69%
CSPAM
811
Cary Street Partners Asset Management
Virginia
$2.59M -$154K -1,033 -6%
GIA
812
GHP Investment Advisors
Colorado
$2.59M +$135K +911 +6%
JCM
813
Jacobi Capital Management
Pennsylvania
$2.57M +$161K +1,084 +7%
HAI
814
Hennessy Advisors Inc
California
$2.57M -$3.4M -22,900 -57%
PT
815
Plimoth Trust
Massachusetts
$2.57M -$2.97K -20 -0.1%
RB
816
Rodgers Brothers
Pennsylvania
$2.56M +$446 +3 +0%
AWM
817
AE Wealth Management
Kansas
$2.56M -$16.3M -109,686 -86%
AAA
818
Adams Asset Advisors
Texas
$2.55M
CIA
819
Cohen Investment Advisors
New Hampshire
$2.55M +$288K +1,941 +13%
GCIM
820
Gunn & Company Investment Management
Florida
$2.55M -$30.4M -204,768 -92%
TLCM
821
Twin Lakes Capital Management
California
$2.54M +$22.6K +152 +0.9%
KGC
822
Kennon-Green & Company
Ohio
$2.52M -$32.6K -219 -1%
TMAM
823
Tokio Marine Asset Management
Japan
$2.52M +$252K +1,696 +11%
KA
824
Kintegral Advisory
New York
$2.52M -$7.88K -53 -0.3%
SC
825
Savoie Capital
Illinois
$2.52M +$63.6K +428 +3%