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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 %
CST
1951
Charles Schwab Trust
Nevada
$204K +$297 +2 +0.1%
SL
1952
Salomon & Ludwin
Virginia
$203K -$44.6K -300 -18%
IC
1953
Inscription Capital
Texas
$202K +$202K +1,360 New
OA
1954
Oracle Alpha
Ontario, Canada
$202K -$186K -1,252 -48%
FL
1955
Fort LP
Maryland
$201K -$41.6K -280 -17%
ROTUOC
1956
Regents of the University of California
California
$201K
IWP
1957
Invenio Wealth Partners
Florida
$201K +$201K +1,349 New
AHL
1958
Abel Hall LLC
Louisiana
$200K +$200K +1,346 New
PB
1959
Pinnacle Bancorp
Nebraska
$198K
DIP
1960
DT Investment Partners
Pennsylvania
$196K -$901K -6,060 -82%
HWA
1961
HHM Wealth Advisors
Tennessee
$195K
BGAI
1962
Bruce G. Allen Investments
Colorado
$194K +$14.7K +99 +8%
MHR
1963
Matthew Hamilton Rosenberg
$187K -$4.72K -32 -2%
GJIA
1964
Glass Jacobson Investment Advisors
Maryland
$187K
HT
1965
Headlands Technologies
Illinois
$184K +$184K +1,240 New
SWM
1966
Sugarloaf Wealth Management
Georgia
$183K
SIMG
1967
Stephens Investment Management Group
Texas
$179K
AA
1968
Addison Advisors
Vermont
$179K +$7.43K +50 +4%
TC
1969
Trust Company
Kansas
$178K
USGIU
1970
U.S. Global Investors (USGI)
Texas
$178K +$39.1K +263 +28%
RFA
1971
Register Financial Advisors
Georgia
$177K -$211K -1,418 -54%
CT
1972
Clearstead Trust
Maine
$176K +$4.01K +27 +2%
BAM
1973
Bellevue Asset Management
Washington
$172K -$26.8K -180 -13%
FPB
1974
First PREMIER Bank
South Dakota
$170K +$3.86K +26 +2%
AF
1975
Advisornet Financial
Minnesota
$169K +$6.24K +42 +4%