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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 %
VWWMG
901
Vermillion & White Wealth Management Group
Pennsylvania
$2.09M +$532K +3,581 +34%
RPC
902
Rossmore Private Capital
Connecticut
$2.09M +$297 +2 +0%
GF
903
Gries Financial
Ohio
$2.09M +$18.7K +126 +0.9%
HWAM
904
Hennion & Walsh Asset Management
New Jersey
$2.08M -$39.8K -268 -2%
CWMU
905
Caliber Wealth Management (Utah)
Utah
$2.07M +$130K +873 +7%
VWMG
906
Virginia Wealth Management Group
Virginia
$2.06M +$114K +770 +6%
SIP
907
Stoneridge Investment Partners
Pennsylvania
$2.06M -$29.7K -200 -1%
CRA
908
Clear Rock Advisors
Texas
$2.06M +$49.5K +333 +2%
C
909
Certuity
Florida
$2.06M -$135K -906 -6%
CIM
910
Corbyn Investment Management
Maryland
$2.05M -$10.4K -70 -0.5%
HGWM
911
Horst & Graben Wealth Management
Oregon
$2.04M -$16.9K -114 -0.8%
GVAG
912
Great Valley Advisor Group
Delaware
$2.03M -$3.67M -24,686 -64%
LWA
913
Lineweaver Wealth Advisors
Ohio
$2.03M +$226K +1,519 +13%
WFPG
914
Waller Financial Planning Group
Ohio
$2.02M
CFG
915
Citizens Financial Group
Rhode Island
$2.01M -$4.7M -31,630 -70%
MWM
916
Mission Wealth Management
California
$2.01M +$2.82K +19 +0.1%
RT
917
Rockland Trust
Massachusetts
$2.01M +$23.2K +156 +1%
DWA
918
Douglass Winthrop Advisors
New York
$2M -$48.3K -325 -2%
PIA
919
Petredis Investment Advisors
Pennsylvania
$2M +$99.6K +670 +5%
CW
920
CreativeOne Wealth
Kansas
$2M +$697K +4,691 +54%
WWM
921
WT Wealth Management
Arizona
$2M +$221K +1,488 +12%
PWMAG
922
Pinnacle Wealth Management Advisory Group
New Jersey
$1.99M -$219K -1,471 -10%
SLI
923
Sumitomo Life Insurance
Japan
$1.99M -$78.8K -530 -4%
AMIM
924
Aull & Monroe Investment Management
Alabama
$1.99M
LNWWM
925
Laird Norton Wetherby Wealth Management
California
$1.99M -$43.1K -290 -2%