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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 %
HIC
1926
Harvey Investment Company
Kentucky
$214K
AF
1927
Arrow Financial
New York
$213K -$4.01K -27 -2%
DA
1928
Drake & Associates
Wisconsin
$212K -$59.5K -400 -22%
ORC
1929
O'Rourke & Company
Massachusetts
$212K -$40.5K -272 -16%
D
1930
Diversified
Delaware
$211K +$1.64K +11 +0.8%
EWM
1931
EPG Wealth Management
Georgia
$211K +$743 +5 +0.4%
SIG
1932
Sargent Investment Group
Maryland
$210K -$147K -990 -41%
RP
1933
Riverwater Partners
Wisconsin
$210K +$210K +1,414 New
QPWM
1934
Quadrant Private Wealth Management
Pennsylvania
$209K
CAM
1935
Clark Asset Management
New Hampshire
$209K -$14.9K -100 -7%
WAG
1936
Wallace Advisory Group
California
$209K -$274K -1,744 -57%
EFG
1937
Embree Financial Group
Illinois
$209K -$6.84K -46 -3%
MAP
1938
Moody Aldrich Partners
Massachusetts
$209K +$209K +1,405 New
HWM
1939
HFR Wealth Management
New York
$208K -$29.7K -200 -13%
GAB
1940
German American Bancorp
Indiana
$208K
FSA
1941
Fort Sheridan Advisors
Illinois
$208K
LFA
1942
Level Financial Advisors
New York
$208K
PR
1943
Payden & Rygel
California
$208K
PRIG
1944
Payden & Rygel Investment Group
California
$208K +$208K +1,400 New
QC
1945
Quent Capital
New York
$208K +$19.2K +129 +10%
CW
1946
CIC Wealth
Maryland
$207K -$10.8K -73 -5%
TCOK
1947
Trust Company of Kansas
Kansas
$206K
GCA
1948
Greenwood Capital Associates
South Carolina
$205K +$1.93K +13 +0.9%
TFA
1949
Trinity Financial Advisors
Ohio
$205K -$10.1K -68 -5%
BA
1950
Bluesphere Advisors
Pennsylvania
$204K -$1.04K -7 -0.5%