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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 %
CTC
1301
Cetera Trust Company
Minnesota
$784K -$9.66K -65 -1%
IW
1302
Imprint Wealth
South Carolina
$782K +$90.2K +611 +13%
QCG
1303
Quadrant Capital Group
Ohio
$780K -$79.2K -533 -9%
PMIA
1304
Patrick Mauro Investment Advisor
Illinois
$779K -$218K -1,470 -22%
JIC
1305
Joel Isaacson & Co
New York
$778K +$1.19K +8 +0.2%
BWAM
1306
Boyd Watterson Asset Management
Ohio
$777K
PWP
1307
Precedent Wealth Partners
Texas
$772K +$84.6K +569 +12%
LSAG
1308
Lake Street Advisors Group
New Hampshire
$770K +$56.2K +378 +8%
WANY
1309
Wealthspire Advisors (New York)
New York
$768K -$78.2K -526 -9%
PPWM
1310
Paragon Private Wealth Management
Kentucky
$761K -$64.5K -434 -8%
SHFA
1311
SC&H Financial Advisors
Maryland
$760K +$149K +1,000 +24%
CTI
1312
Community Trust & Investment
Kentucky
$758K
AIM
1313
Access Investment Management
Georgia
$758K
AAM
1314
AR Asset Management
California
$758K
V
1315
VeraBank
Texas
$755K -$13.2K -89 -2%
CC
1316
Chicago Capital
Illinois
$752K -$595 -4 -0.1%
WBCM
1317
Wilson & Boucher Capital Management
California
$746K -$100K -674 -12%
EBWM
1318
Eagle Bluffs Wealth Management
Missouri
$744K +$30.3K +204 +4%
VA
1319
Valmark Advisers
Ohio
$744K +$15.6K +105 +2%
CI
1320
CPR Investments
Michigan
$743K
AIM
1321
Acropolis Investment Management
Missouri
$743K +$48.4K +326 +7%
BFAG
1322
Blackston Financial Advisory Group
Florida
$743K -$5.05K -34 -0.7%
FFN
1323
Focus Financial Network
Minnesota
$742K -$3.16M -22,148 -81%
RMAM
1324
Raab & Moskowitz Asset Management
New Jersey
$740K -$95.1K -640 -11%
VCM
1325
Virtue Capital Management
Tennessee
$739K +$110K +751 +17%