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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 %
PMSA
1326
Patrick M. Sweeney & Associates
Illinois
$738K +$14.9K +100 +2%
HAFS
1327
Hapanowicz & Associates Financial Services
Pennsylvania
$738K
MIM
1328
Morningstar Investment Management
Illinois
$737K
FFA
1329
Founders Financial Alliance
North Carolina
$735K -$95.3K -641 -11%
PFGIA
1330
Patriot Financial Group Insurance Agency
Massachusetts
$734K +$5.95K +40 +0.8%
PFSC
1331
Peoples Financial Services Corp
Pennsylvania
$732K -$62.1K -418 -8%
TFG
1332
Taylor Financial Group
Virginia
$732K -$33.4K -225 -4%
DWM
1333
Darwin Wealth Management
Florida
$725K -$4.31K -29 -0.6%
AWG
1334
Altus Wealth Group
Colorado
$719K +$50.2K +338 +8%
PI
1335
Pettee Investors
Connecticut
$713K
SFS
1336
Solitude Financial Services
Virginia
$713K
AMG
1337
Advisors Management Group
Wisconsin
$707K -$13.7K -92 -2%
SAA
1338
Southeast Asset Advisors
Georgia
$705K
ML
1339
McAdam LLC
Pennsylvania
$703K +$2.82K +19 +0.4%
BFA
1340
Buttonwood Financial Advisors
Maryland
$703K -$1.04K -7 -0.1%
SVWAG
1341
Sound View Wealth Advisors Group
Georgia
$702K +$16.1K +108 +2%
PWP
1342
Principle Wealth Partners
Connecticut
$702K -$595 -4 -0.1%
SB
1343
Simmons Bank
Arkansas
$701K -$111K -744 -14%
FCFC
1344
First Commonwealth Financial Corp
Pennsylvania
$700K +$72.2K +486 +12%
AW
1345
Apricus Wealth
South Carolina
$699K -$33.4K -225 -5%
AAS
1346
Annex Advisory Services
Wisconsin
$698K -$14K -94 -2%
LFA
1347
LifeGuide Financial Advisors
Pennsylvania
$696K
SMC
1348
Smith, Moore & Co
Missouri
$695K +$11.1K +75 +2%
FIM
1349
Fernwood Investment Management
Massachusetts
$693K
CBTWT
1350
Community Bank & Trust (Waco, Texas)
Texas
$693K +$297 +2 +0%