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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 %
SWMG
1451
Sard Wealth Management Group
Georgia
$543K -$2.38K -16 -0.4%
CAWM
1452
Capital Advisors Wealth Management
Washington
$540K -$62.9K -423 -10%
CA
1453
CoreCap Advisors
Michigan
$540K -$1.54M -10,370 -74%
RWPA
1454
Richard W. Paul & Associates
Michigan
$540K +$73.4K +494 +16%
BCG
1455
Breakwater Capital Group
New Jersey
$536K +$14.1K +95 +3%
CNFG
1456
Creegan & Nassoura Financial Group
New Hampshire
$535K +$297 +2 +0.1%
PFA
1457
Pathway Financial Advisors
Vermont
$534K +$4.61K +31 +0.9%
DWM
1458
Defined Wealth Management
Oregon
$533K -$1.34K -9 -0.3%
MYIA
1459
Mount Yale Investment Advisors
Colorado
$533K -$378K -2,540 -41%
CGL
1460
Clarius Group LLC
Washington
$529K -$7.43K -50 -1%
DIA
1461
Dana Investment Advisors
Wisconsin
$529K +$3.27K +22 +0.6%
FLI
1462
Family Legacy Inc
South Carolina
$528K +$3.72K +25 +0.7%
IP
1463
Ignite Planners
California
$527K -$110K -743 -17%
FAFN
1464
First Affirmative Financial Network
Colorado
$526K -$7.58K -51 -1%
PK
1465
Pflug Koory
Nebraska
$526K +$2.38K +16 +0.5%
LCM
1466
Liberty Capital Management
Michigan
$525K -$2.82K -19 -0.5%
LWM
1467
Liberty Wealth Management
California
$525K -$31K -209 -6%
OWA
1468
Octavia Wealth Advisors
Ohio
$523K -$31.5K -212 -6%
SWA
1469
Stratos Wealth Advisors
Ohio
$523K -$3.57M -24,038 -87%
DDC
1470
DF Dent & Co
Maryland
$523K -$80.7K -543 -13%
PPWP
1471
Premier Path Wealth Partners
New Jersey
$523K -$8.47K -57 -2%
CVA
1472
Central Valley Advisors
California
$522K
RBC
1473
Roble Belko & Company
Pennsylvania
$522K +$11.9K +80 +2%
LWAM
1474
Legacy Wealth Asset Management
Minnesota
$519K +$10.9K +73 +2%
PIM
1475
Profit Investment Management
Maryland
$519K -$7.58K -51 -1%