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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 %
IWA
1551
IVC Wealth Advisors
Pennsylvania
$444K -$140K -943 -24%
FMC
1552
First Merchants Corp
Indiana
$443K +$190K +1,277 +75%
PCG
1553
Prosperity Consulting Group
Maryland
$443K +$189K +1,269 +74%
QI
1554
Qtron Investments
Massachusetts
$442K -$517K -3,480 -54%
VW
1555
Vance Wealth
California
$442K +$2.97K +20 +0.7%
WCG
1556
Weaver Consulting Group
California
$441K -$1.04K -7 -0.2%
GBT
1557
Grove Bank & Trust
Florida
$438K -$399K -2,686 -48%
DWM
1558
Dechtman Wealth Management
Colorado
$438K +$4.46K +30 +1%
IIM
1559
Ipswich Investment Management
Massachusetts
$436K -$62.4K -420 -13%
AC
1560
ASB Consultores
Florida
$434K +$434K +2,922 New
CTA
1561
Colonial Trust Advisors
South Carolina
$434K -$2.82K -19 -0.6%
LIA
1562
Luken Investment Analytics
Tennessee
$434K
SWM
1563
Silverlake Wealth Management
Vermont
$433K +$27.2K +183 +7%
AWM
1564
Absher Wealth Management
North Carolina
$430K +$18.4K +124 +4%
AC
1565
Avestar Capital
New York
$430K +$101K +681 +31%
AWM
1566
Avior Wealth Management
Nebraska
$430K +$240K +1,615 +127%
ECM
1567
Elgethun Capital Management
South Dakota
$428K -$11.7K -79 -3%
JWS
1568
Juncture Wealth Strategies
Arizona
$426K +$426K +2,869 New
SP
1569
Stonebrook Private
Michigan
$426K +$18K +121 +4%
WPC
1570
Wedmont Private Capital
Pennsylvania
$426K +$39.9K +265 +10%
FFM
1571
Forum Financial Management
Illinois
$425K +$1.93K +13 +0.5%
OFG
1572
Oxford Financial Group
Indiana
$425K -$41.8K -281 -9%
SFB
1573
STAR Financial Bank
Indiana
$425K
MHIC
1574
Marble Harbor Investment Counsel
Massachusetts
$424K
DTC
1575
Davidson Trust Company
Washington
$424K