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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 %
DFA
826
DHJJ Financial Advisors
Illinois
$2.51M
SCP
827
Stamos Capital Partners
California
$2.51M +$218K +1,470 +10%
MIM
828
Miller Investment Management
Pennsylvania
$2.51M
SWM
829
Sculati Wealth Management
Michigan
$2.5M +$33.6K +226 +1%
LA
830
LM Advisors
California
$2.5M -$9.43K -60 Closed
LNC
831
Lincoln National Corp
Pennsylvania
$2.5M +$280K +1,887 +13%
GP
832
Greenline Partners
New York
$2.48M -$40.3K -271 -2%
EWA
833
Exencial Wealth Advisors
Oklahoma
$2.47M -$71.5K -481 -3%
MFF
834
Mango Five Family
Nevada
$2.47M -$44.6K -300 -2%
AP
835
Americana Partners
Texas
$2.47M +$378K +2,544 +18%
FTDI
836
First Trust Direct Indexing
Massachusetts
$2.46M +$349K +2,349 +17%
SF
837
Slagle Financial
Illinois
$2.46M -$1.83M -12,279 -43%
HI
838
Horizon Investments
North Carolina
$2.45M +$21K +143 +0.9%
TIAA Trust, National Association
839
TIAA Trust, National Association
North Carolina
$2.42M +$50.4K +339 +2%
FA
840
Fortis Advisors
Pennsylvania
$2.42M -$192K -1,291 -7%
BHPW
841
Beverly Hills Private Wealth
California
$2.41M -$134K -904 -5%
PCIA
842
Prime Capital Investment Advisors
Kansas
$2.41M -$623K -4,191 -21%
EF
843
Exeter Financial
Arizona
$2.4M +$119K +790 +5%
AWA
844
Arete Wealth Advisors
Illinois
$2.4M +$79.8K +537 +3%
PFA
845
Pathway Financial Advisers
Indiana
$2.39M +$34.8K +234 +1%
RCAG
846
Rehmann Capital Advisory Group
Michigan
$2.39M +$26K +175 +1%
PWC
847
PYA Waltman Capital
Tennessee
$2.38M +$256K +1,722 +12%
GFS
848
GYL Financial Synergies
Connecticut
$2.38M +$105K +709 +5%
SS
849
Sunbelt Securities
Texas
$2.38M +$205K +1,381 +9%
Public Sector Pension Investment Board (PSP Investments)
850
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.38M -$74.3K -500 -3%