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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 %
WAM
851
Werlinich Asset Management
Connecticut
$2.37M +$1.01M +6,840 +74%
AIS
852
AM Investment Strategies
Tennessee
$2.37M +$396K +2,663 +20%
RCM
853
Radnor Capital Management
Pennsylvania
$2.35M -$137K -925 -6%
PWG
854
Portside Wealth Group
Utah
$2.35M +$171K +1,151 +8%
NHC
855
Nicholas Hoffman & Company
Georgia
$2.34M +$325K +2,187 +16%
Luther King Capital Management (LKCM)
856
Luther King Capital Management (LKCM)
Texas
$2.34M +$233K +1,566 +11%
SW
857
SkyOak Wealth
Michigan
$2.34M +$126K +846 +6%
RFM
858
Royal Fund Management
Florida
$2.33M +$527K +3,549 +29%
AT
859
Arvest Trust
Oklahoma
$2.31M +$108K +725 +5%
AAM
860
Auxier Asset Management
Oregon
$2.31M -$2.68K -18 -0.1%
LF
861
Lantz Financial
Illinois
$2.3M +$825K +5,550 +56%
IBOK
862
Independence Bank of Kentucky
Kentucky
$2.3M -$87.7K -590 -4%
CASC
863
Coppell Advisory Solutions Corp
Texas
$2.29M +$2.29M +15,399 New
PGAM
864
Princeton Global Asset Management
New Jersey
$2.29M -$67.2K -452 -3%
RAM
865
Redmond Asset Management
Virginia
$2.28M +$644K +4,336 +39%
KA
866
KLCM Advisors
Wisconsin
$2.27M -$4.31K -29 -0.2%
O
867
Ossiam
France
$2.27M -$4.36M -29,342 -66%
SC
868
Searle & Co
Connecticut
$2.27M
OIM
869
Orca Investment Management
Oregon
$2.26M +$2.26M +15,219 New
SIC
870
Shoker Investment Counsel
Ohio
$2.25M -$886 -6 -0%
TCOT
871
Trust Company of Toledo
Ohio
$2.25M -$48.8K -328 -2%
CRIG
872
Charter Research & Investment Group
Connecticut
$2.25M -$1.04K -7 -0%
AC
873
Addison Capital
Pennsylvania
$2.25M +$165K +1,107 +8%
HIM
874
Harbour Investment Management
Washington
$2.24M +$11.4K +77 +0.5%
AG
875
AIA Group
Hong Kong
$2.22M +$1.26M +8,464 +130%