UPS icon

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 %
EIG
1901
Ellenbecker Investment Group
Wisconsin
$224K +$224K +1,505 New
AIM
1902
Avity Investment Management
Connecticut
$224K
RC
1903
RBO & Co
California
$223K
FVWA
1904
Foster Victor Wealth Advisors
South Carolina
$223K -$4.18M -28,074 -95%
TWP
1905
Tower Wealth Partners
Pennsylvania
$222K +$5.65K +38 +3%
QFA
1906
Quantum Financial Advisors
California
$222K +$23.9K +161 +12%
RCYC
1907
Richard C. Young & Co
Rhode Island
$222K -$11.9M -79,749 -98%
BONST
1908
Bank of Nova Scotia Trust
Ontario, Canada
$221K -$104K -701 -32%
SI
1909
Seeds Investor
New York
$221K +$221K +1,490 New
WCM
1910
Wedge Capital Management
North Carolina
$221K +$8.92K +60 +4%
WMA
1911
Wealth Management Associates
New Jersey
$220K -$34.6K -253 -14%
MCAI
1912
Members Capital Advisors Inc
Wisconsin
$220K
AAP
1913
Arax Advisory Partners
Colorado
$220K +$2.38K +16 +1%
ACM
1914
Arcataur Capital Management
Wisconsin
$219K
KCFA
1915
Key Client Fiduciary Advisors
New Jersey
$219K -$31.9K -215 -13%
HI
1916
Hudock Inc
Pennsylvania
$218K +$19.9K +134 +10%
LAM
1917
LifePro Asset Management
California
$218K +$218K +1,466 New
LS
1918
Livforsakringsbolaget Skandia
Sweden
$218K
WA
1919
WBH Advisory
Maryland
$218K +$218K +1,465 New
NF
1920
Norwood Financial
Pennsylvania
$216K +$139K +933 +179%
OPPS
1921
Obsidian Personal Planning Solutions
Maryland
$216K +$4.28K +29 +2%
IPW
1922
Invictus Private Wealth
Colorado
$216K -$9.07K -61 -4%
BFA
1923
Beaumont Financial Advisors
Massachusetts
$215K +$215K +1,448 New
LJHT
1924
Laurie J. Hall Trustee
$215K -$8.9K -60 -4%
BFC
1925
Bedel Financial Consulting
Indiana
$214K -$2.97K -20 -1%