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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 %
HIA
1276
Harbor Investment Advisory
Maryland
$837K +$436K +2,935 +109%
EFS
1277
Essex Financial Services
Connecticut
$837K +$65.5K +441 +8%
PIMG
1278
Patriot Investment Management Group
Tennessee
$837K -$71.5K -481 -8%
GCA
1279
Guardian Capital Advisors
Ontario, Canada
$834K -$141K -990 -14%
GCM
1280
Greenland Capital Management
New York
$832K +$832K +5,600 New
HWA
1281
Heritage Wealth Advisors
Virginia
$831K -$217K -1,459 -21%
CF
1282
Centaurus Financial
California
$829K -$38.4K -258 -4%
CS
1283
Capital Square
Tennessee
$826K +$82.6K +556 +11%
KPPF
1284
Klein Pavlis & Peasley Financial
California
$826K +$826K +5,557 New
HP
1285
Hilltop Partners
Indiana
$822K +$99.4K +669 +14%
HCM
1286
Hutner Capital Management
Vermont
$818K -$16.2K -109 -2%
BOH
1287
Bank of Hawaii
Hawaii
$818K -$12.9K -87 -2%
ANBTV
1288
American National Bank & Trust (Virginia)
Virginia
$815K +$815K +5,485 New
BTWM
1289
Baker Tilly Wealth Management
Wisconsin
$814K +$53.1K +357 +7%
BSB
1290
Bangor Savings Bank
Maine
$809K +$18.9K +127 +2%
PWAM
1291
Pinnacle West Asset Management
Wyoming
$809K +$36.4K +245 +5%
CAAS
1292
Capital Asset Advisory Services
Michigan
$809K -$58.7K -388 -7%
LC
1293
Lindbrook Capital
California
$808K -$14K -94 -2%
TCA
1294
Transcend Capital Advisors
New Jersey
$807K +$286K +1,924 +55%
NAS
1295
Nicolet Advisory Services
Wisconsin
$805K +$45.9K +305 +6%
CT
1296
Chicago Trust
Illinois
$804K -$278K -1,873 -26%
BAM
1297
Berkshire Asset Management
Pennsylvania
$801K -$41.9K -282 -5%
TWP
1298
Tyche Wealth Partners
Texas
$798K -$94.8K -638 -11%
JSL
1299
JT Stratford LLC
Georgia
$792K -$20.1K -135 -2%
WBC
1300
Westpac Banking Corp
Australia
$788K +$63.6K +428 +9%