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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 %
SC
1801
Sapient Capital
Indiana
$277K -$19.2K -129 -6%
CT
1802
Cambridge Trust
Massachusetts
$277K -$80K -538 -22%
HA
1803
Herold Advisors
New York
$276K -$534K -3,590 -66%
CT
1804
Coastline Trust
Rhode Island
$276K -$75.1K -505 -21%
SPWM
1805
Schrum Private Wealth Management
Florida
$276K +$38K +256 +16%
MCCP
1806
Mission Creek Capital Partners
California
$275K +$29K +195 +12%
FDS
1807
First Dallas Securities
Texas
$275K -$310K -2,088 -53%
OL
1808
OneFund LLC
Florida
$275K -$7.68K -52 -3%
FCCM
1809
First City Capital Management
Georgia
$275K -$9.96K -67 -3%
PRWA
1810
Platte River Wealth Advisors
Colorado
$273K
WDC
1811
Woodward Diversified Capital
California
$270K +$16.4K +110 +6%
CIP
1812
Capital Insight Partners
Arizona
$269K -$448K -3,015 -62%
LWM
1813
Lodestone Wealth Management
Washington
$268K +$8.92K +60 +3%
SIS
1814
Sound Income Strategies
Florida
$268K -$16.8K -113 -6%
SIMG
1815
Sonora Investment Management Group
Arizona
$267K +$267K +1,798 New
WI
1816
Wintrust Investments
Illinois
$267K +$59.6K +401 +29%
CWM
1817
Centurion Wealth Management
Virginia
$266K +$18.4K +124 +7%
PPW
1818
Pasadena Private Wealth
California
$266K +$266K +1,790 New
CFS
1819
Coordinated Financial Services
Colorado
$266K +$266K +1,787 New
GF
1820
Gimbal Financial
Indiana
$265K
CF
1821
Copperwynd Financial
Arizona
$265K +$2.53K +17 +1%
LA
1822
Latitude Advisors
Florida
$263K +$23.5K +158 +10%
AWM
1823
Accel Wealth Management
Iowa
$263K +$24.7K +166 +10%
FCA
1824
FinTrust Capital Advisors
South Carolina
$263K +$60.2K +405 +30%
RA
1825
Rise Advisors
New York
$263K +$32.5K +219 +14%