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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 %
PCM
926
Palouse Capital Management
Washington
$1.99M +$98.2K +661 +5%
BA
927
Bristlecone Advisors
Washington
$1.98M -$15.9K -107 -0.8%
FC
928
Forte Capital
New York
$1.98M -$118K -794 -6%
AAM
929
Azzad Asset Management
Virginia
$1.97M +$32.1K +216 +2%
SCM
930
Sterneck Capital Management
Missouri
$1.97M +$302K +2,035 +18%
HH
931
Hilltop Holdings
Texas
$1.97M +$165K +1,111 +9%
CWP
932
Concord Wealth Partners
Virginia
$1.96M +$548K +3,688 +39%
CPBTD
933
Central Pacific Bank - Trust Division
Hawaii
$1.96M +$1.96M +13,275 New
AIM
934
ARK Investment Management
Florida
$1.96M -$24.2K -163 -1%
MAM
935
MWA Asset Management
Massachusetts
$1.95M -$81.4K -548 -4%
BL
936
Balentine LLC
Georgia
$1.94M +$316K +2,124 +19%
MGWM
937
Marks Group Wealth Management
Minnesota
$1.94M -$34.6K -233 -2%
ACGA
938
Atlanta Consulting Group Advisors
Georgia
$1.93M +$1.93M +13,017 New
MOS
939
MGO One Seven
Ohio
$1.93M -$385K -2,587 -17%
NFC
940
Northeast Financial Consultants
Connecticut
$1.93M +$135K +910 +8%
IFWM
941
Institute for Wealth Management
Colorado
$1.92M +$10.3K +69 +0.5%
TAIM
942
Te Ahumairangi Investment Management
New Zealand
$1.92M -$68.4K -460 -3%
SMA
943
Sage Mountain Advisors
Georgia
$1.91M +$44.3K +298 +2%
HAIM
944
Hunter Associates Investment Management
Pennsylvania
$1.91M +$371K +2,490 +24%
CC
945
Cypress Capital
Tennessee
$1.91M -$23.5K -158 -1%
IC
946
IEQ Capital
California
$1.91M +$120K +809 +7%
NP
947
NorthRock Partners
Minnesota
$1.9M +$37.8K +254 +2%
CTC
948
Central Trust Company
Missouri
$1.89M +$29.9K +201 +2%
MFIM
949
Mesirow Financial Investment Management
Illinois
$1.88M +$136K +916 +8%
SSW
950
Stone Summit Wealth
Florida
$1.88M +$57.7K +388 +3%