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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 %
ST
1776
Somerset Trust
Pennsylvania
$292K +$26.5K +178 +10%
PP
1777
PFS Partners
New Jersey
$292K
CAC
1778
Certified Advisory Corp
Florida
$291K +$4.9K +33 +2%
AGWCA
1779
Annis Gardner Whiting Capital Advisors
Florida
$290K +$123K +828 +74%
Cohen & Steers
1780
Cohen & Steers
New York
$290K
DBIA
1781
Dumont & Blake Investment Advisors
New Jersey
$290K +$1.19K +8 +0.4%
IAS
1782
Investment Advisory Services
Texas
$289K +$5.8K +39 +2%
DCM
1783
Dudley Capital Management
Virginia
$289K
HS
1784
Horan Securities
United States
$288K -$9.66K -65 -3%
NFG
1785
Northeast Financial Group
Pennsylvania
$287K
AA
1786
Alta Advisers
United Kingdom
$282K
TCB
1787
Texas Capital Bancshares
Texas
$282K -$21.6K -145 -7%
SAG
1788
Spotlight Asset Group
Illinois
$282K -$14.3K -96 -5%
FPWM
1789
FSB Premier Wealth Management
Iowa
$282K -$1.04K -7 -0.4%
TPWA
1790
TRUE Private Wealth Advisors
Oregon
$281K +$5.05K +34 +2%
CCG
1791
Catalina Capital Group
California
$281K +$73.7K +496 +36%
GL
1792
Gerber LLC
Ohio
$281K -$14.9K -100 -5%
PCP
1793
Proficio Capital Partners
Massachusetts
$280K +$5.35K +36 +2%
ME
1794
McIlrath & Eck
Washington
$280K -$9.07K -61 -3%
AFP
1795
Alpha Financial Partners
Kentucky
$280K +$13.2K +89 +5%
PL
1796
Plancorp LLC
Missouri
$280K +$25.1K +169 +10%
LIM
1797
Leavell Investment Management
Alabama
$279K +$1.34K +9 +0.5%
FEM
1798
Fulcrum Equity Management
Texas
$278K +$9.96K +67 +4%
BIM
1799
Bridges Investment Management
Nebraska
$278K -$114K -764 -29%
SN
1800
Sittner & Nelson
Oregon
$277K +$8.92K +60 +3%