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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 %
AT
1176
Arden Trust
Delaware
$1.06M -$48.8K -328 -4%
Lazard Asset Management
1177
Lazard Asset Management
New York
$1.06M -$172K -1,159 -14%
DBRC
1178
D.B. Root & Company
Pennsylvania
$1.05M -$60K -404 -5%
FAM
1179
Formidable Asset Management
Ohio
$1.04M +$597K +4,018 +133%
NFW
1180
Noble Family Wealth
Florida
$1.04M
HFM
1181
Hartford Financial Management
Connecticut
$1.04M
FCB
1182
First County Bank
Connecticut
$1.04M +$21.6K +145 +2%
BC
1183
Bridgefront Capital
Texas
$1.04M +$1.04M +6,979 New
CS
1184
Cannell & Spears
New York
$1.03M -$63.2K -425 -6%
WT
1185
Washington Trust
Rhode Island
$1.03M -$3.57K -24 -0.3%
CWM
1186
Compass Wealth Management
Connecticut
$1.03M -$92.3K -621 -8%
CIA
1187
Cladis Investment Advisory
Montana
$1.02M +$420K +2,825 +69%
AOWM
1188
Alpha Omega Wealth Management
Virginia
$1.01M -$26K -175 -3%
JFGIW
1189
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.01M +$348K +2,342 +52%
RIA
1190
Realta Investment Advisors
Delaware
$1.01M +$94.7K +637 +10%
SFG
1191
SNS Financial Group
Minnesota
$1.01M +$1.78K +12 +0.2%
IP
1192
Intellectus Partners
California
$1.01M +$143K +960 +17%
AIA
1193
AIMZ Investment Advisors
California
$1M -$74.3K -500 -7%
LCWP
1194
Legacy Capital Wealth Partners
Arkansas
$1M -$145K -743 -13%
DI
1195
Diligent Investors
California
$1M +$48K +323 +5%
SCI
1196
Stableford Capital II
Arizona
$996K +$180K +1,208 +22%
CastleKeep Investment Advisors
1197
CastleKeep Investment Advisors
Connecticut
$995K -$38.3K -258 -4%
CFG
1198
Cooper Financial Group
California
$991K +$42.4K +285 +4%
WIA
1199
World Investment Advisors
California
$990K -$32K -215 -3%
CT
1200
Colonial Trust
South Carolina
$989K +$10.7K +72 +1%