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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 %
BCMLT
1851
Beacon Capital Management LLC (Tennessee)
Tennessee
$246K +$80.1K +539 +48%
FWCM
1852
Ferguson Wellman Capital Management
Oregon
$246K -$285K -1,920 -54%
DJSG
1853
D.J. St. Germain
Massachusetts
$245K +$3.57K +24 +1%
WIP
1854
WealthCare Investment Partners
Rhode Island
$244K +$244K +1,641 New
WP
1855
WealthPLAN Partners
Nebraska
$243K -$5.06K -34 -2%
CWM
1856
Cahaba Wealth Management
Georgia
$243K -$18.3K -123 -7%
BBA
1857
Braun-Bostich & Associates
Pennsylvania
$243K +$1.78K +12 +0.7%
BWM
1858
Bulltick Wealth Management
Florida
$243K +$243K +1,633 New
QWP
1859
Quotient Wealth Partners
Texas
$243K +$243K +1,633 New
AIA
1860
Angeles Investment Advisors
California
$242K +$242K +1,628 New
SWA
1861
SFMG Wealth Advisors
Texas
$241K +$149 +1 +0.1%
FC
1862
Fulcrum Capital
Washington
$241K +$35.5K +239 +17%
FHC
1863
First Heartland Consultants
Missouri
$241K +$12.4K +83 +5%
GFL
1864
Granite FO LLC
New Hampshire
$240K +$229K +1,800 +2,069%
S
1865
SimplyRich
California
$240K
IIA
1866
Integral Investment Advisors
California
$240K +$240K +1,628 New
RWP
1867
Ridgecrest Wealth Partners
California
$238K
VC
1868
Vestor Capital
Illinois
$238K -$5.64K -38 -2%
BWP
1869
Barlow Wealth Partners
Kentucky
$237K
KCM
1870
Kathmere Capital Management
Pennsylvania
$237K -$1.78K -12 -0.7%
SCA
1871
STALEY CAPITAL ADVISERS
Pennsylvania
$236K
BCM
1872
Boltwood Capital Management
California
$236K
T
1873
TNF
Montana
$235K -$22.9K -156 -9%
WB
1874
West Bancorporation
Iowa
$235K -$54.4K -366 -19%
JAG
1875
Journey Advisory Group
Kentucky
$234K +$22.4K +151 +11%