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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 %
PTC
1701
Petrus Trust Company
Texas
$338K +$338K +2,277 New
BMC
1702
Beaton Management Company
Massachusetts
$337K
FSA
1703
Franklin Street Advisors
North Carolina
$336K -$70.7K -475 -17%
LA
1704
LexAurum Advisors
Kansas
$335K +$77.4K +521 +30%
FCMT
1705
Founders Capital Management (Texas)
Texas
$335K -$10.4K -70 -3%
GM
1706
GeoWealth Management
Illinois
$334K +$37.3K +251 +13%
MBT
1707
Montecito Bank & Trust
California
$334K -$163K -1,096 -33%
CAM
1708
Concorde Asset Management
Michigan
$333K +$333K +637 New
FMP
1709
Financial Management Professionals
Texas
$332K +$37.1K +249 +13%
GI
1710
Gradient Investments
Minnesota
$332K -$14.1M -94,672 -98%
OFS
1711
OneAscent Financial Services
Alabama
$331K -$99.8K -672 -23%
GWSG
1712
GPS Wealth Strategies Group
Colorado
$328K -$109K -733 -25%
UAML
1713
US Asset Management LLC
Pennsylvania
$328K -$5.35K -36 -2%
CHA
1714
Carmichael Hill & Associates
Maryland
$327K +$743 +5 +0.2%
BMM
1715
Buffington Mohr McNeal
Idaho
$327K +$297 +2 +0.1%
SCM
1716
Sollinda Capital Management
Florida
$326K -$52K -350 -14%
AWM
1717
Angeles Wealth Management
California
$325K +$325K +2,188 New
FTIS
1718
First Trust Investment Solutions
Florida
$324K +$66.7K +449 +26%
AWM
1719
Aries Wealth Management
Maine
$323K -$17.8K -120 -5%
H
1720
HoyleCohen
California
$323K -$37.2K -250 -10%
SRL
1721
Scientech Research LLC
New Jersey
$323K +$323K +2,170 New
ASG
1722
Ariston Services Group
California
$322K +$14K +94 +5%
E3F
1723
Eight 31 Financial
Texas
$321K -$317K -2,130 -50%
CP
1724
Covenant Partners
Tennessee
$320K -$203K -1,363 -39%
PAMG
1725
Patton Albertson Miller Group
Tennessee
$320K -$131K -883 -29%