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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 %
USB
1976
Union Savings Bank
Connecticut
$169K +$14.9K +100 +10%
MWM
1977
Mascoma Wealth Management
New Hampshire
$167K -$142K -958 -46%
C
1978
Covestor
United Kingdom
$166K +$20.3K +137 +14%
OWA
1979
Opal Wealth Advisors
New York
$165K +$165K +1,111 New
CAL
1980
Capital Advisors Ltd
Ohio
$165K -$7.57K -51 -4%
PMFA
1981
Plante Moran Financial Advisors
Michigan
$156K -$24.8K -167 -14%
MSFP
1982
Mark Sheptoff Financial Planning
Connecticut
$156K
CQS
1983
Credential Qtrade Securities
$152K -$640K -4,305 -81%
ACA
1984
American Capital Advisory
Idaho
$150K
HBW
1985
Hazlett, Burt & Watson
West Virginia
$150K -$15.5K -105 -9%
PCWA
1986
Pacific Capital Wealth Advisors
California
$150K
AFWM
1987
Abich Financial Wealth Management
Virginia
$149K +$149K +1,000 New
KFI
1988
Key Financial Inc
Pennsylvania
$145K
ADL
1989
Asset Dedication LLC
California
$145K -$3.98K -27 -3%
MCM
1990
MV Capital Management
Maryland
$144K +$11.4K +77 +9%
CWM
1991
CarsonAllaria Wealth Management
Illinois
$144K +$27.2K +183 +23%
EC
1992
EntryPoint Capital
New York
$143K +$102K +689 +251%
DCM
1993
Davis Capital Management
Florida
$142K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1994
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$140K -$27.3M -183,958 -99%
CB
1995
CNB Bank
Pennsylvania
$137K -$14.4K -97 -10%
IFAM
1996
Institutional & Family Asset Management
Colorado
$137K +$20.9K +141 +18%
MG
1997
MilWealth Group
Wisconsin
$136K
WBC
1998
West Branch Capital
Massachusetts
$135K -$38.6K -260 -22%
EDRH
1999
Edmond de Rothschild Holding
Switzerland
$134K
LF
2000
LifeSteps Financial
California
$131K +$131K +881 New