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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 %
CCFM
1626
Clear Creek Financial Management
Washington
$389K +$389K +2,619 New
CFS
1627
Cannon Financial Strategists
Georgia
$389K -$892 -6 -0.2%
EWG
1628
Executive Wealth Group
Washington
$389K +$389K +2,658 New
NA
1629
Navellier & Associates
Nevada
$388K -$25.7K -173 -6%
SM
1630
Sweeney & Michel
California
$388K +$388K +2,620 New
PC
1631
Peavine Capital
Nevada
$386K
SFP
1632
Sterling Financial Planning
New Jersey
$386K -$55.9K -376 -13%
S
1633
Sachetta
Massachusetts
$386K
BMCM
1634
Burns Matteson Capital Management
New York
$385K -$23K -155 -6%
DFA
1635
Delta Financial Advisors
Louisiana
$385K +$1.19K +8 +0.3%
SIC
1636
Salem Investment Counselors
North Carolina
$383K -$5.65K -38 -1%
MWA
1637
Meridian Wealth Advisors
Texas
$383K -$107K -723 -22%
LAM
1638
L2 Asset Management
Massachusetts
$382K +$40.1K +270 +12%
JF
1639
Joule Financial
Kentucky
$381K +$9.22K +62 +2%
KC
1640
Kades & Cheifetz
Pennsylvania
$380K -$1.49K -10 -0.4%
WSTAM
1641
Wilbanks Smith & Thomas Asset Management
Virginia
$380K -$50.7K -341 -12%
SFS
1642
Sharp Financial Services
Pennsylvania
$380K +$22.1K +149 +6%
AWAP
1643
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$380K -$15.3K -103 -4%
SOAMC
1644
Spirit of America Management Corp
New York
$379K
FMTC
1645
Farmers & Merchants Trust Company
California
$378K -$69.4K -467 -16%
PWMG
1646
Prestige Wealth Management Group
New Jersey
$377K +$11.4K +77 +3%
S
1647
Sunpointe
Missouri
$376K +$3.57K +24 +1%
LA
1648
Lifeworks Advisors
Michigan
$374K +$44.6K +300 +14%
TT
1649
TI-Trust
Illinois
$374K +$56.6K +381 +18%
ITIM
1650
Indiana Trust & Investment Management
Indiana
$373K -$32K -215 -8%