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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 %
LMKC
951
L.M. Kohn & Company
Ohio
$1.88M +$73.1K +492 +4%
LA
952
Legacy Advisors
Pennsylvania
$1.88M -$763K -5,133 -29%
TAM
953
Tealwood Asset Management
Minnesota
$1.86M +$30.8K +207 +2%
MCM
954
Mengis Capital Management
Oregon
$1.86M +$32.7K +220 +2%
SC
955
Slow Capital
California
$1.83M -$6.39K -43 -0.3%
AOI
956
Auto-Owners Insurance
Michigan
$1.83M
CG
957
Caprock Group
Idaho
$1.82M -$68.5K -461 -4%
IWM
958
IHT Wealth Management
Illinois
$1.82M +$37.2K +250 +2%
CCM
959
Coldstream Capital Management
Washington
$1.82M -$2.46M -16,584 -58%
CHC
960
City Holding Co
West Virginia
$1.82M -$272K -1,828 -13%
WTC
961
WhitTier Trust Company
Nevada
$1.82M -$200K -1,343 -10%
BS
962
Banco Santander
Spain
$1.82M -$4.14M -27,823 -69%
GT
963
Greenleaf Trust
Michigan
$1.81M +$105K +708 +6%
EM
964
Excalibur Management
Massachusetts
$1.81M +$92.7K +624 +5%
OIA
965
Optimum Investment Advisors
Illinois
$1.81M +$297 +2 +0%
PCG
966
PFC Capital Group
California
$1.81M -$74.3K -500 -4%
VSQM
967
V-Square Quantitative Management
Illinois
$1.79M +$456K +3,071 +34%
AI
968
Arvest Investments
Arkansas
$1.79M -$315K -2,116 -15%
WBG
969
Wharton Business Group
Pennsylvania
$1.77M +$43.8K +295 +3%
FA
970
FDx Advisors
Illinois
$1.77M -$1.47M -9,918 -45%
CWP
971
Capital Wealth Planning
Florida
$1.77M +$981K +6,600 +125%
BIA
972
Beacon Investment Advisors
Maryland
$1.77M +$33.3K +224 +2%
AI
973
Atom Investors
Texas
$1.76M +$1.76M +11,862 New
DT
974
Diversified Trust
Tennessee
$1.76M +$24.2K +163 +1%
MBTD
975
Mechanics Bank - Trust Department
California
$1.75M +$43.4K +292 +3%