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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 %
MKC
1876
M. Kraus & Co
Vermont
$234K -$8.92K -60 -4%
SNBOSD
1877
Security National Bank of So Dak
Iowa
$233K -$2.97K -20 -1%
APW
1878
Austin Private Wealth
Texas
$233K +$233K +1,533 New
MWA
1879
MN Wealth Advisors
Kansas
$233K +$1.49K +10 +0.6%
CFD
1880
Creative Financial Designs
Indiana
$233K -$2.23K -15 -0.9%
SRC
1881
Sage Rhino Capital
California
$233K +$6.84K +46 +3%
RIA
1882
Richwood Investment Advisors
Ohio
$233K -$17.7K -119 -7%
WSCM
1883
Wellington Shields Capital Management
New York
$232K
HBT
1884
Heartland Bank & Trust
Illinois
$232K +$232K +1,559 New
PSP
1885
Pacific Sage Partners
Washington
$231K +$149 +1 +0.1%
HA
1886
HFG Advisors
Ohio
$230K -$16.9K -114 -7%
GWA
1887
GGM Wealth Advisors
Maryland
$230K
FFB
1888
First Financial Bankshares
Texas
$230K +$230K +1,546 New
SCA
1889
Stuart Chaussee & Associates
California
$228K -$141K -950 -38%
KA
1890
Kercheville Advisors
Texas
$228K
BWP
1891
Balboa Wealth Partners
Arizona
$228K +$7.13K +48 +3%
DS
1892
DRW Securities
Illinois
$228K -$176K -1,184 -44%
NC
1893
NovaPoint Capital
Georgia
$227K +$892 +6 +0.4%
BFG
1894
Berger Financial Group
Minnesota
$227K +$227K +1,524 New
EMAM
1895
Encompass More Asset Management
California
$226K +$226K +1,521 New
JSW
1896
Journey Strategic Wealth
New Jersey
$225K +$26K +175 +13%
JWM
1897
JGP Wealth Management
Oregon
$224K +$224K +1,510 New
RWM
1898
Revisor Wealth Management
Ohio
$224K +$224K +1,466 New
OC
1899
Oarsman Capital
Wisconsin
$224K +$224K +1,509 New
Legacy Financial Group (Iowa)
1900
Legacy Financial Group (Iowa)
Iowa
$224K +$224K +1,507 New