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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 %
WCBA
1101
Weaver C. Barksdale & Associates
Tennessee
$1.26M -$10.4K -70 -0.8%
CIAS
1102
Capital Investment Advisory Services
North Carolina
$1.26M -$216K -1,452 -15%
SFS
1103
Stiles Financial Services
Minnesota
$1.26M +$81K +545 +7%
AIMA
1104
Ables Iannone Moore & Associates
Georgia
$1.26M +$91.1K +613 +8%
PL
1105
Perpetual Ltd
Australia
$1.25M +$72.2K +486 +6%
SFI
1106
SPC Financial Inc
Maryland
$1.25M +$426K +2,868 +52%
AW
1107
Alaethes Wealth
Nevada
$1.25M +$44.3K +298 +4%
DWM
1108
Dakota Wealth Management
Florida
$1.25M -$49.3K -332 -4%
DPIM
1109
Duff & Phelps Investment Management
Illinois
$1.24M +$50.5K +340 +4%
TCOV
1110
Trust Company of Vermont
Vermont
$1.24M +$84.9K +571 +7%
WG
1111
Wealth Group
North Carolina
$1.23M +$1.23M +8,241 New
RIA
1112
Regal Investment Advisors
Michigan
$1.22M +$225K +1,517 +23%
FMWA
1113
Forvis Mazars Wealth Advisors
Missouri
$1.22M -$42.4K -285 -3%
NSB
1114
Norway Savings Bank
Maine
$1.22M -$214K -1,441 -15%
CFS
1115
CRA Financial Services
New Jersey
$1.22M +$36.9K +248 +3%
PAI
1116
Pittenger & Anderson Inc
Nebraska
$1.2M +$61.5K +414 +5%
TA
1117
TCM Advisors
West Virginia
$1.2M -$1.27M
KFGK
1118
Keystone Financial Group (Kentucky)
Kentucky
$1.2M +$103K +692 +9%
CCP
1119
Carmel Capital Partners
California
$1.2M +$924K +6,219 +337%
MCA
1120
MSH Capital Advisors
Arizona
$1.2M -$21.6K -145 -2%
CSS
1121
Cubist Systematic Strategies
Connecticut
$1.19M +$1.19M +8,029 New
AIP
1122
Ameritas Investment Partners
Nebraska
$1.19M -$31.5K -212 -3%
SACTSONJ
1123
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.19M
BIA
1124
Bigelow Investment Advisors
Maine
$1.19M +$6.09K +41 +0.5%
AWA
1125
Amplius Wealth Advisors
Pennsylvania
$1.19M -$13.4K -90 -1%