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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 %
RSA
1426
River Street Advisors
Illinois
$580K +$43.4K +292 +8%
DAM
1427
Diamant Asset Management
Connecticut
$577K -$13.5K -91 -2%
FWTB
1428
First Western Trust Bank
Colorado
$577K +$1.93K +13 +0.3%
BB
1429
Burford Brothers
Texas
$576K +$91.1K +613 +19%
CG
1430
Clifford Group
Massachusetts
$575K +$85.6K +576 +17%
MM
1431
MQS Management
New York
$572K +$572K +3,851 New
CAL
1432
Capital Analysts LLC
Pennsylvania
$571K +$34.9K +235 +7%
LC
1433
Lavaca Capital
Texas
$571K -$8.62K -58 -1%
BCM
1434
BluePath Capital Management
Georgia
$570K +$124K +834 +28%
SP
1435
Stablepoint Partners
Massachusetts
$570K +$71.2K +479 +14%
PWP
1436
Phillips Wealth Planners
Mississippi
$566K +$112K +781 +25%
SL
1437
Sentinus LLC
Illinois
$564K +$564K +3,792 New
BFO
1438
Boston Family Office
Massachusetts
$562K -$106K -714 -16%
GL
1439
Graypoint LLC
New York
$562K +$23K +155 +4%
EA
1440
Emerald Advisors
Washington
$561K +$93.9K +632 +20%
SCI
1441
S&CO Inc
Massachusetts
$560K
PFBT
1442
Parkside Financial Bank & Trust
Missouri
$560K +$7.13K +48 +1%
NL
1443
NWAM LLC
Washington
$559K -$377K -2,562 -40%
PFWA
1444
Paces Ferry Wealth Advisors
Georgia
$558K -$41.9K -282 -7%
RWM
1445
Ritholtz Wealth Management
New York
$556K -$447K -3,005 -45%
GSC
1446
Grey Street Capital
Illinois
$555K +$328K +2,205 +144%
DW
1447
Durante & Waters
New York
$555K +$149 +1 +0%
CFP
1448
Cascade Financial Partners
California
$555K +$555K +3,828 New
SAM
1449
Summit Asset Management
Tennessee
$554K +$26K +175 +5%
AGA
1450
Accuvest Global Advisors
Utah
$551K +$132K +888 +31%