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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 %
MCCA
1526
Mill Creek Capital Advisors
Pennsylvania
$469K +$37.3K +251 +9%
SSWM
1527
Strait & Sound Wealth Management
California
$469K -$9.98K -67 -2%
YCG
1528
Yeomans Consulting Group
Georgia
$467K -$1.64K -11 -0.3%
FMB
1529
Field & Main Bank
Kentucky
$467K -$32.1K -216 -6%
RPWA
1530
Regent Peak Wealth Advisors
Georgia
$464K +$24.7K +166 +6%
CA
1531
Continuum Advisory
Idaho
$464K -$183K -1,234 -28%
AG
1532
AlTi Global
New York
$464K -$7.12M -47,931 -94%
CFFP
1533
Center for Financial Planning
Michigan
$464K -$13.7K -92 -3%
CWG
1534
Cornerstone Wealth Group
North Carolina
$464K +$94.4K +635 +26%
RCM
1535
RB Capital Management
Nevada
$463K -$4.46K -30 -1%
VC
1536
Vicus Capital
Pennsylvania
$461K +$461K +3,102 New
FCA
1537
Fortis Capital Advisors
Kansas
$458K +$12K +81 +3%
HI
1538
Human Investing
Oregon
$457K -$34.6K -233 -7%
WPA
1539
West Paces Advisors
Georgia
$456K -$50.2K -338 -10%
EGA
1540
E&G Advisors
Texas
$456K
HCA
1541
Harbour Capital Advisors
Virginia
$454K +$5.67K +38 +1%
BAWM
1542
Bennett Associates Wealth Management
Pennsylvania
$453K +$5.95K +40 +1%
CFP
1543
Catalyst Financial Partners
Massachusetts
$452K -$60K -422 -12%
EWA
1544
ERTS Wealth Advisors
Michigan
$451K -$8.77K -59 -2%
NAM
1545
NTV Asset Management
West Virginia
$450K -$18.6K -125 -4%
SP
1546
Successful Portfolios
Florida
$450K -$15.9K -107 -3%
MAM
1547
Mystic Asset Management
Rhode Island
$449K +$22.3K +150 +5%
SFP
1548
Shepherd Financial Partners
Massachusetts
$446K +$23.6K +159 +6%
AWM
1549
Accurate Wealth Management
Florida
$445K -$34.8K -244 -7%
GWA
1550
Gratus Wealth Advisors
Virginia
$445K -$44.2K -310 -9%