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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 %
PWPS
1401
Pinnacle Wealth Planning Services
Ohio
$619K +$15.2K +102 +3%
TCWM
1402
Total Clarity Wealth Management
Illinois
$618K -$7.28K -49 -1%
SSWM
1403
Smith Salley Wealth Management
North Carolina
$615K -$2.59M -17,459 -81%
CPC
1404
Cookson Peirce & Co
Pennsylvania
$612K -$20.7K -139 -3%
WC
1405
Whitney & Co
New York
$610K
VIM
1406
Vista Investment Management
Pennsylvania
$609K -$19.8K -133 -3%
FA
1407
Faithward Advisors
Pennsylvania
$609K +$293K +1,971 +93%
LFG
1408
Larson Financial Group
Missouri
$609K +$419K +2,818 +221%
JWWM
1409
Johnson & White Wealth Management
Pennsylvania
$608K +$162K +1,089 +36%
DI
1410
DAGCO Inc
Ohio
$607K +$556K +3,740 +1,090%
KCM
1411
Kanawha Capital Management
Virginia
$604K +$13.7K +92 +2%
BWM
1412
Biltmore Wealth Management
Arizona
$601K
ESBC
1413
E.S. Barr & Co
Kentucky
$598K
GP
1414
Girard Partners
Pennsylvania
$598K -$192K -1,294 -24%
OC
1415
Oakworth Capital
Alabama
$597K -$32.8K -221 -5%
SAM
1416
S.A. Mason
Michigan
$596K
WPW
1417
Waldron Private Wealth
Pennsylvania
$596K -$33.6K -226 -5%
RFN
1418
RDA Financial Network
Iowa
$596K +$96.8K +651 +19%
DMBA
1419
Deseret Mutual Benefit Administrators
Utah
$595K +$66.4K +447 +13%
PAG
1420
Powers Advisory Group
Illinois
$592K +$48.6K +327 +9%
BO
1421
Bank OZK
Arkansas
$590K +$297K +2,000 +101%
WAM
1422
Wolverine Asset Management
Illinois
$590K -$2.03M -13,688 -78%
EWA
1423
EverSource Wealth Advisors
Alabama
$588K +$1.18K +8 +0.2%
CFMC
1424
Curbstone Financial Management Corp
New Hampshire
$584K
CAM
1425
Cidel Asset Management
Ontario, Canada
$580K +$78.3K +527 +16%