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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 %
GFA
976
Gifford Fong Associates
California
$1.75M
BDWCC
977
B&D White Capital Company
Texas
$1.75M +$1.75M +11,800 New
SSB
978
Sandy Spring Bank
Maryland
$1.75M -$86.2K -580 -5%
CHJWM
979
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.74M -$57K -387 -3%
IMCOOI
980
Investment Management Corp of Ontario (IMCO)
Canada
$1.74M -$8.53M -57,406 -83%
OIA
981
OneDigital Investment Advisors
Kansas
$1.73M +$95.4K +642 +6%
SWM
982
Spire Wealth Management
Virginia
$1.73M +$34.2K +230 +2%
BAMF
983
BI Asset Management Fondsmaeglerselskab
Denmark
$1.73M -$179K -1,205 -9%
MA
984
Montag & Associates
Georgia
$1.73M -$240K -1,612 -12%
FNA
985
First National Advisers
Nebraska
$1.73M +$414K +2,614 +32%
SCTC
986
Sanibel Captiva Trust Company
Florida
$1.72M -$184K -1,235 -10%
BFS
987
Bradley Foster & Sargent
Connecticut
$1.71M -$320K -2,154 -16%
PA
988
Profund Advisors
Maryland
$1.71M +$183K +1,231 +12%
CCM
989
Cox Capital Management
Massachusetts
$1.71M +$281K +1,891 +20%
BJL
990
Brighton Jones LLC
Washington
$1.71M -$1.07M -7,212 -39%
SGCA
991
Steel Grove Capital Advisors
Tennessee
$1.7M +$1.27M +8,527 +292%
SA
992
Strategic Advisors
New York
$1.7M -$1.25M -8,383 -42%
LFAS
993
Level Four Advisory Services
Texas
$1.69M
PWMG
994
Pinnacle Wealth Management Group
Michigan
$1.69M -$21.6K -145 -1%
RMDI
995
R.M. Davis Inc
Maine
$1.69M -$15.3K -103 -0.9%
QP
996
Quilter Plc
United Kingdom
$1.69M
NRG
997
Nemes Rush Group
Michigan
$1.68M -$7.58K -51 -0.4%
ISWM
998
Independent Solutions Wealth Management
New York
$1.68M +$1.1M +7,369 +188%
SC
999
SouthState Corp
Florida
$1.67M -$340K -2,289 -17%
LIM
1000
Loudon Investment Management
New Hampshire
$1.67M