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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 %
SQA
1376
Simon Quick Advisors
New Jersey
$653K +$43.1K +290 +7%
LOAMS
1377
Lombard Odier Asset Management (Switzerland)
Switzerland
$650K +$650K +4,372 New
GA
1378
Geller Advisors
New York
$648K +$5.2K +35 +0.8%
WHCI
1379
W.H. Cornerstone Investments
Massachusetts
$646K -$107K -721 -14%
GFA
1380
Gallagher Fiduciary Advisors
Illinois
$642K -$1.93K -13 -0.3%
MHC
1381
Meyer Handelman Company
New York
$639K -$193K -1,300 -23%
SWM
1382
Salvus Wealth Management
New Jersey
$638K +$743 +5 +0.1%
SAM
1383
Smartleaf Asset Management
Massachusetts
$637K +$91.2K +619 +17%
GWM
1384
Greenwich Wealth Management
Connecticut
$637K +$12.8K +86 +2%
APWM
1385
Atlas Private Wealth Management
New York
$636K +$50.7K +341 +9%
CFG
1386
CKW Financial Group
Hawaii
$635K
CC
1387
Cipher Capital
New York
$633K -$1.89M -12,730 -75%
SPI
1388
Sutton Place Investors
New York
$633K +$98.4K +662 +18%
MCM
1389
Monument Capital Management
Virginia
$632K -$179K -1,206 -22%
SWM
1390
Shakespeare Wealth Management
Wisconsin
$631K
DF
1391
Donoghue Forlines
Massachusetts
$631K +$34.3K +231 +6%
SIM
1392
Studio Investment Management
Illinois
$627K +$36.6K +246 +6%
FFWA
1393
FRG Family Wealth Advisors
Washington
$627K -$69.3K -470 -10%
JWA
1394
JFS Wealth Advisors
Pennsylvania
$626K -$15.2K -102 -2%
RL
1395
Rogco LP
Oklahoma
$625K +$11.6K +78 +2%
HPC
1396
HM Payson & Co
Maine
$625K -$20.1K -135 -3%
GAG
1397
GM Advisory Group
New York
$622K
T
1398
TOBAM
France
$619K -$120K -810 -16%
GJWM
1399
Gilliland Jeter Wealth Management
Arkansas
$619K -$27.5K -185 -4%
TGAM
1400
TBH Global Asset Management
Tennessee
$619K -$594 -4 -0.1%