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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 %
MSA
1201
Marino Stram & Associates
Massachusetts
$988K +$74.5K +501 +8%
SWM
1202
SeaCrest Wealth Management
New York
$986K -$82.9K -558 -8%
CCA
1203
Checchi Capital Advisers
California
$985K +$67K +451 +7%
ADIM
1204
Alpha DNA Investment Management
Maryland
$984K +$18.4K +124 +2%
VA
1205
Vident Advisory
Georgia
$980K -$1.07M -7,179 -52%
LAM
1206
Lakewood Asset Management
Illinois
$977K +$171K +1,152 +21%
P
1207
&Partners
Tennessee
$972K +$495K +3,333 +104%
SC
1208
Syon Capital
California
$970K -$861K -5,796 -47%
ISL
1209
Ingalls & Snyder LLC
New York
$970K -$75.2K -506 -7%
Fayez Sarofim & Co
1210
Fayez Sarofim & Co
Texas
$967K -$147K -990 -13%
PTC
1211
Private Trust Company
Ohio
$963K +$74.9K +504 +8%
GFG
1212
Goldstone Financial Group
Illinois
$961K -$6.24K -42 -0.6%
RA
1213
RFG Advisory
Alabama
$960K +$319K +2,149 +50%
TIA
1214
Trust Investment Advisors
Indiana
$955K +$6.84K +46 +0.7%
BAM
1215
Belpointe Asset Management
Nevada
$955K -$180K -1,214 -16%
GG
1216
Gleason Group
Kentucky
$954K +$10.1K +68 +1%
CFM
1217
Catalyst Funds Management
Australia
$951K +$951K +6,400 New
ACP
1218
Aviance Capital Partners
Florida
$950K +$950K +6,394 New
Kovitz Investment Group Partners
1219
Kovitz Investment Group Partners
Illinois
$950K +$640K +4,307 +207%
STA
1220
Summit Trail Advisors
New York
$949K +$250K +1,685 +36%
SFG
1221
SevenBridge Financial Group
Pennsylvania
$946K -$106K -723 -10%
CBT
1222
Central Bank & Trust
Kentucky
$946K +$62.4K +420 +7%
LFA
1223
Legacy Financial Advisors
Kentucky
$942K -$92.2K -620 -9%
AC
1224
Abbrea Capital
California
$942K +$6.39K +43 +0.7%
BCM
1225
Brown Capital Management
Maryland
$938K