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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 %
VAMG
2051
Voisard Asset Management Group
Michigan
$54.4K -$5.5K -37 -9%
MFG
2052
Mendota Financial Group
Wisconsin
$54.3K -$28.3K -190 -34%
TC
2053
Tacita Capital
Ontario, Canada
$54.3K
RDIA
2054
RE Dickinson Investment Advisors
Iowa
$54K -$1.63K -11 -3%
LI
2055
LRI Investments
Florida
$53.8K +$53.8K +362 New
FWM
2056
FSA Wealth Management
Massachusetts
$52.8K
ETC
2057
Exchange Traded Concepts
Oklahoma
$51.4K -$7M -47,065 -99%
CWM
2058
Cedar Wealth Management
California
$51.1K +$51.1K +344 New
DWS
2059
Dynamic Wealth Strategies
California
$51K
PO
2060
Private Ocean
California
$50.5K +$3.87K +26 +8%
WAG
2061
Wiser Advisor Group
Arizona
$50.4K +$298 +2 +0.6%
GPFA
2062
Game Plan Financial Advisors
Ohio
$49.9K -$22.3K -150 -31%
PP
2063
Pingora Partners
Wyoming
$49.8K +$29.7K +200 +148%
TWP
2064
TFO Wealth Partners
Ohio
$49.5K
OP
2065
ORG Partners
Indiana
$48.9K -$332K -2,246 -87%
NCM
2066
Northwest Capital Management
Oregon
$48.7K +$149 +1 +0.3%
HNB
2067
Hilltop National Bank
Wyoming
$47.7K +$47.7K +321 New
BCM
2068
Blume Capital Management
California
$47.6K -$3.72K -25 -7%
GWP
2069
Gen-Wealth Partners
Michigan
$47K +$47K +316 New
WWM
2070
Wolff Wiese Magana
California
$45K +$595 +4 +1%
FP
2071
Financial Perspectives
Minnesota
$43.5K
MBFW
2072
Morton Brown Family Wealth
Pennsylvania
$43.4K -$1.19K -8 -3%
DF
2073
Dunhill Financial
United Kingdom
$42.2K +$1.79K +12 +4%
VAG
2074
VisionPoint Advisory Group
Texas
$39.7K +$2.23K +15 +6%
GC
2075
Gould Capital
Washington
$39.5K