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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 %
VAM
1726
Verity Asset Management
North Carolina
$318K -$19.6K -132 -6%
CRC
1727
Curi RMB Capital
Illinois
$318K +$60K +404 +23%
HW
1728
Hancock Whitney
Mississippi
$317K -$10.3K -69 -3%
SEP
1729
Southland Equity Partners
Missouri
$316K +$58.6K +394 +23%
TFS
1730
Thoroughbred Financial Services
Tennessee
$314K -$379K -2,553 -55%
CBT
1731
CoreFirst Bank & Trust
Kansas
$313K
LA
1732
Lane & Associates
New Jersey
$313K +$1.34K +9 +0.4%
AGA
1733
Arkos Global Advisors
Texas
$312K +$312K +2,100 New
EW
1734
Evoke Wealth
California
$310K +$310K +2,086 New
KP
1735
Keel Point
Alabama
$307K +$60.3K +406 +24%
WP
1736
WealthShield Partners
North Carolina
$307K -$127K -855 -29%
OL
1737
Optas LLC
Texas
$307K +$28.1K +189 +10%
CAM
1738
Creekmur Asset Management
Illinois
$306K +$595 +4 +0.2%
RAG
1739
RIA Advisory Group
Iowa
$305K -$2.36M -15,865 -89%
EW
1740
Evexia Wealth
Wisconsin
$304K
SAM
1741
SignalPoint Asset Management
Missouri
$304K
ASC
1742
Atalanta Sosnoff Capital
New York
$303K +$303K +2,040 New
NEWAS
1743
N.E.W. Advisory Services
Wisconsin
$303K +$7.88K +53 +3%
AL
1744
Aspiriant LLC
California
$302K +$2.68K +18 +0.9%
BFA
1745
Benedict Financial Advisors
Georgia
$301K -$2.53K -17 -0.8%
ET
1746
Equitable Trust
Tennessee
$301K +$301K +2,026 New
AWM
1747
Aviso Wealth Management
Washington
$301K +$58.9K +396 +24%
CFO
1748
CVA Family Office
Colorado
$301K -$52.3K -352 -15%
CAM
1749
Cozad Asset Management
Illinois
$299K
HAS
1750
HBW Advisory Services
California
$299K