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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 %
SPIS
1476
Steward Partners Investment Solutions
Oregon
$518K +$70.2K +472 +16%
ECA
1477
Elevated Capital Advisors
Utah
$517K +$50.2K +338 +11%
MAG
1478
MRA Advisory Group
New Jersey
$517K -$66.6K -448 -11%
XWM
1479
Xcel Wealth Management
Florida
$516K -$100K -675 -16%
DAC
1480
Dividend Assets Capital
South Carolina
$512K -$29K -195 -5%
TBNY
1481
Trustco Bank (New York)
New York
$511K -$57.5K -387 -10%
RFG
1482
Range Financial Group
Oregon
$508K +$17.2K +116 +4%
SWM
1483
Segment Wealth Management
Texas
$506K +$743 +5 +0.1%
PCM
1484
Penserra Capital Management
California
$505K -$469K -3,166 -48%
CWI
1485
Conscious Wealth Investments
Florida
$505K -$33.6K -235 -6%
IA
1486
IFG Advisors
Missouri
$503K +$9.07K +61 +2%
CSC
1487
Caldwell Sutter Capital
California
$500K +$11.6K +78 +2%
AIC
1488
Archer Investment Corporation
Indiana
$500K
IGWM
1489
ICA Group Wealth Management
Colorado
$499K -$22.9K -154 -4%
CLOS
1490
Compagnie Lombard Odier SCmA
Switzerland
$498K -$47.1K -317 -9%
NLP
1491
Next Level Private
New York
$495K +$96.2K +647 +24%
PPC
1492
Park Place Capital
Alabama
$494K -$65.3K -439 -12%
NCM
1493
NCM Capital Management
New Jersey
$493K +$118K +793 +31%
V
1494
ViaWealth
Kansas
$492K
KWM
1495
Kolinsky Wealth Management
New Jersey
$490K -$29.1K -196 -6%
GI
1496
GAMMA Investing
California
$488K -$6.09K -41 -1%
GEA
1497
Glen Eagle Advisors
New Jersey
$488K -$17.2K -116 -3%
CIC
1498
Cutler Investment Counsel
Oregon
$487K -$55.6K -374 -10%
CIA
1499
Cape Investment Advisory
Georgia
$487K -$58.6K -394 -11%
PCS
1500
Personal CFO Solutions
New Jersey
$486K +$34K +229 +8%