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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 %
TFM
2026
TFC Financial Management
Massachusetts
$82.4K +$595 +4 +0.7%
CCM
2027
Chilton Capital Management
Texas
$80.4K -$77.1K -519 -49%
AWM
2028
Atticus Wealth Management
Florida
$79.6K +$149 +1 +0.2%
CH
2029
Canton Hathaway
Rhode Island
$79K
TFIPS
2030
Towarzystwo Funduszy Inwestycyjnych PZU SA
$78.8K
CWA
2031
Core Wealth Advisors
Florida
$76.5K +$2.97K +20 +4%
TFGT
2032
TS Financial Group (TSFG)
Illinois
$76K +$148 +1 +0.2%
RFG
2033
RFP Financial Group
Georgia
$74.6K -$55.6K -374 -43%
CSWM
2034
Cassady Schiller Wealth Management
Ohio
$72K -$14.9K -100 -17%
SIC
2035
SJS Investment Consulting
Ohio
$70.6K +$3.86K +26 +6%
BHWM
2036
Beaird Harris Wealth Management
Texas
$67.6K
JFA
2037
JNBA Financial Advisors
Minnesota
$67.5K -$19.9K -134 -23%
MRCM
2038
M&R Capital Management
New Jersey
$66.4K +$29.6K +199 +80%
HGERS
2039
Householder Group Estate & Retirement Specialist
Arizona
$66.2K -$5.06K -34 -7%
NFSG
2040
Newbridge Financial Services Group
Florida
$66.1K -$122K -819 -65%
TSWM
2041
Tyler-Stone Wealth Management
Ohio
$65.8K -$4.91K -33 -7%
YDMI
2042
Y.D. More Investments
Israel
$65.4K -$9.66K -65 -13%
PCFFS
2043
Pacific Center for Financial Services
California
$63.6K +$1.49K +10 +2%
AT
2044
Arlington Trust
Alabama
$63.6K -$16.8K -113 -21%
EIM
2045
Essex Investment Management
Massachusetts
$60K
VWA
2046
Valued Wealth Advisors
Utah
$59.6K +$7.28K +49 +14%
FC
2047
Family CFO
California
$59.5K
FPFS
2048
First Personal Financial Services
North Carolina
$58.9K
MIM
2049
Macroview Investment Management
Maryland
$57.1K
CWC
2050
Carolinas Wealth Consulting
North Carolina
$55.2K +$1.34K +9 +2%