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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 %
LWCFA
1351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$690K
WQ
1352
Wealth Quarterback
New Jersey
$687K +$125K +838 +22%
CSB
1353
City State Bank
Iowa
$687K -$20.8K -140 -3%
JIP
1354
Jaffetilchin Investment Partners
Florida
$686K -$358K -2,409 -34%
ZIC
1355
ZWJ Investment Counsel
Georgia
$686K -$10.4K -70 -1%
DFG
1356
Delta Financial Group
New Jersey
$684K +$4.31K +29 +0.6%
APA
1357
Astoria Portfolio Advisors
New York
$684K -$75.8K -523 -10%
OAM
1358
Oxford Asset Management
United Kingdom
$682K +$302K +2,035 +80%
FLPIM
1359
F.L. Putnam Investment Management
Massachusetts
$682K -$146K -982 -18%
SCP
1360
Silverleafe Capital Partners
Tennessee
$681K +$681K +4,579 New
TWM
1361
Thrive Wealth Management
Pennsylvania
$679K +$30.5K +205 +5%
GWM
1362
Geneos Wealth Management
Colorado
$676K +$15K +101 +2%
EP
1363
Edgestream Partners
New Jersey
$672K -$1.15M -7,745 -63%
AA
1364
Ancora Advisors
Ohio
$668K +$340K +2,289 +104%
EHWM
1365
Eads & Heald Wealth Management
Georgia
$665K -$145K -976 -18%
SJIM
1366
St. Johns Investment Management
Florida
$664K +$246K +1,654 +59%
TPI
1367
Trust Point Inc
Wisconsin
$663K -$6.24K -42 -0.9%
I
1368
InceptionR
California
$663K -$87.7K -590 -12%
EWM
1369
Evermay Wealth Management
Virginia
$662K +$9.36K +63 +1%
WFA
1370
WestHill Financial Advisors
California
$661K +$297 +2 +0%
ACM
1371
Allred Capital Management
Texas
$661K -$9.22K -62 -1%
Group One Trading
1372
Group One Trading
Illinois
$659K +$74.3K +500 +13%
CPIG
1373
Chicago Partners Investment Group
Illinois
$657K +$51.4K +345 +8%
AFG
1374
Atomi Financial Group
New York
$656K +$411K +2,767 +168%
CCM
1375
Cohen Capital Management
California
$654K +$22.6K +152 +4%