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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 %
NB
1676
Nicolet Bankshares
Wisconsin
$355K -$3.57K -24 -1%
BLC
1677
Brown, Lisle/Cummings
Rhode Island
$353K +$446 +3 +0.1%
RZH
1678
Relyea Zuckerberg Hanson
Connecticut
$352K +$8.17K +55 +2%
FHA
1679
Flagship Harbor Advisors
Massachusetts
$352K -$8.77K -59 -2%
CPC
1680
Consolidated Planning Corp
Georgia
$351K -$138K -926 -28%
WC
1681
Westhampton Capital
North Carolina
$350K -$47.6K -320 -12%
VPP
1682
Vertex Planning Partners
Illinois
$350K -$2.68K -18 -0.8%
KAS
1683
KPP Advisory Services
Kentucky
$350K +$5.65K +38 +2%
RWA
1684
Redhawk Wealth Advisors
Minnesota
$350K -$2.08K -14 -0.6%
KWMG
1685
King Wealth Management Group
Florida
$349K -$121K -812 -26%
WFS
1686
Walker Financial Services
Kentucky
$349K +$17K +108 +5%
WAG
1687
Winthrop Advisory Group
Massachusetts
$348K
ORG
1688
Optimist Retirement Group
Washington
$348K +$9.66K +65 +3%
VCWA
1689
Vanguard Capital Wealth Advisors
Colorado
$348K +$59.5K +400 +21%
TAM
1690
Tucker Asset Management
Colorado
$348K +$69.5K +468 +25%
E
1691
ETFidea
New York
$347K
PWA
1692
Providence Wealth Advisors
Illinois
$346K +$346K +2,318 New
NCTC
1693
New Covenant Trust Company
Indiana
$345K +$345K +2,324 New
MIM
1694
MTM Investment Management
South Carolina
$345K -$222K -1,491 -39%
SIM
1695
Sentry Investment Management
Wisconsin
$345K -$218K -1,470 -39%
GHA
1696
GW Henssler & Associates
Georgia
$344K +$7.73K +52 +2%
3F
1697
360 Financial
Minnesota
$343K
TIA
1698
Traphagen Investment Advisors
New Jersey
$343K +$12.8K +86 +4%
SAM
1699
Strategy Asset Managers
California
$340K +$53.2K +358 +19%
CPIA
1700
Cornell Pochily Investment Advisors
New York
$339K +$15.9K +107 +5%