UPS icon

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 %
BAM
1251
Byrne Asset Management
New Jersey
$884K -$925K -5,900 Closed
BCP
1252
Berkeley Capital Partners
Georgia
$880K +$880K +5,921 New
CIA
1253
Choate Investment Advisors
Massachusetts
$876K +$88K +592 +11%
DC
1254
DeDora Capital
California
$874K +$141K +949 +19%
FHA
1255
First Horizon Advisors
Tennessee
$874K -$105K -706 -11%
CFCI
1256
Comprehensive Financial Consultants Institutional
Indiana
$872K +$96.2K +647 +12%
BFM
1257
Boston Financial Management
Massachusetts
$871K -$11.4K -77 -1%
EWA
1258
Encompass Wealth Advisors
Oregon
$871K +$401K +2,695 +85%
PCA
1259
Prosperity Capital Advisors
Ohio
$870K +$406K +2,732 +87%
SCM
1260
Schnieders Capital Management
California
$870K -$124K -836 -12%
OTPPB
1261
Ontario Teachers' Pension Plan Board
Ontario, Canada
$870K +$291K +1,958 +50%
KMWM
1262
Keudell/Morrison Wealth Management
Oregon
$869K +$147K +988 +20%
FAIM
1263
Financial Advocates Investment Management
Washington
$868K +$14.4K +97 +2%
NG
1264
Northstar Group
New York
$864K +$1.93K +13 +0.2%
BCM
1265
Barden Capital Management
Texas
$861K -$301K -2,025 -26%
GIA
1266
Gladstone Institutional Advisory
Florida
$861K -$820K -5,520 -49%
MWM
1267
Massachusetts Wealth Management
Massachusetts
$861K
IRC
1268
Investors Research Corp
Georgia
$860K
KWA
1269
Kingswood Wealth Advisors
California
$859K -$351K -2,361 -29%
FCM
1270
Fourpath Capital Management
Oklahoma
$858K -$13.7K -92 -2%
LC
1271
LCNB Corp
Ohio
$858K -$12.8K -86 -1%
NG
1272
Norden Group
Utah
$855K +$208K +1,401 +32%
TCM
1273
Traynor Capital Management
Pennsylvania
$851K -$2.08K -14 -0.2%
CFGS
1274
Concourse Financial Group Securities
Alabama
$850K +$112K +751 +15%
PWW
1275
Pettyjohn Wood & White
Virginia
$839K -$14.1K -95 -2%