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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 %
AAG
1076
Accordant Advisory Group
Maryland
$1.36M +$1.36M +9,141 New
MNBTD
1077
Moody National Bank Trust Division
Texas
$1.35M +$10.6K +71 +0.8%
CNBT
1078
Canandaigua National Bank & Trust
New York
$1.35M -$110K -737 -7%
BCM
1079
BlueCrest Capital Management
Jersey
$1.35M +$170K +1,147 +15%
MAM
1080
Mirabaud Asset Management
United Kingdom
$1.34M +$585K +3,935 +77%
SWA
1081
SOA Wealth Advisors
New York
$1.34M +$446 +3 +0%
FIM
1082
Freedom Investment Management
Connecticut
$1.34M -$155K -1,041 -10%
CII
1083
Capital International Inc
California
$1.34M +$129K +866 +11%
MAS
1084
Meeder Advisory Services
Ohio
$1.33M +$1.78K +12 +0.1%
TSS
1085
Two Sigma Securities
New York
$1.33M +$1.33M +8,940 New
ET
1086
Entropy Technologies
New York
$1.32M -$324K -2,178 -20%
ACA
1087
Aptus Capital Advisors
Alabama
$1.32M +$271K +1,825 +26%
WCM
1088
Weaver Capital Management
Georgia
$1.31M +$443K +2,983 +51%
GGS
1089
Galvin Gaustad & Stein
Arizona
$1.3M -$70K -471 -5%
FPAS
1090
Focus Partners Advisor Solutions
Missouri
$1.3M +$348K +2,342 +37%
VFA
1091
Voya Financial Advisors
Connecticut
$1.28M +$49.9K +339 +4%
RSWM
1092
Robertson Stephens Wealth Management
California
$1.28M +$74.8K +503 +6%
ACL
1093
Applied Capital LLC
Florida
$1.28M +$56.6K +381 +5%
FC
1094
Financial Consulate
Maryland
$1.27M +$1.27M +8,549 New
CWM
1095
Cornerstone Wealth Management
Missouri
$1.27M +$10.9K +73 +0.9%
PPP
1096
Private Portfolio Partners
New Jersey
$1.27M +$66.4K +447 +6%
QWM
1097
Quadcap Wealth Management
Texas
$1.27M -$85.2K -573 -6%
PGIM
1098
Pacific Global Investment Management
California
$1.26M -$34.9K -235 -3%
ACM
1099
Advance Capital Management
Michigan
$1.26M -$50.5K -340 -4%
BFIM
1100
Beese Fulmer Investment Management
Ohio
$1.26M -$892 -6 -0.1%