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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 %
RFG
2076
REAP Financial Group
Texas
$38.6K -$46.1K -311 -54%
FRA
2077
Frank Rimerman Advisors
California
$38.3K -$20.4K -137 -35%
CCA
2078
Criterion Capital Advisors
Tennessee
$37.6K -$1.93K -13 -5%
AWM
2079
Abound Wealth Management
Tennessee
$37K -$8.63K -58 -19%
FSWA
2080
Financial Synergies Wealth Advisors
Texas
$36.3K +$34.5K +232 +1,933%
HB
2081
Horizon Bancorp
Indiana
$36K -$1.79K -12 -5%
GKIM
2082
GW&K Investment Management
Massachusetts
$36K
JGIA
2083
Jackson Grant Investment Advisers
Connecticut
$35.2K -$6.09K -41 -15%
KFS
2084
Kelly Financial Services
Massachusetts
$33.9K +$1.49K +10 +5%
PP
2085
Pacifica Partners
Canada
$33.6K -$26.6K -170 -44%
SC
2086
Stephens Consulting
Michigan
$33.1K +$29.7K +200 +870%
FRA
2087
Front Row Advisors
California
$32.8K +$1.64K +11 +5%
HFS
2088
HBC Financial Services
Washington
$31K +$142 +1 +0.5%
MFA
2089
McClarren Financial Advisors
Pennsylvania
$30K +$30K +200 New
W
2090
WealthCollab
Washington
$29.9K -$1.78K -12 -6%
PSB
2091
Piscataqua Savings Bank
New Hampshire
$29.7K -$2.68K -18 -8%
SNB
2092
Security National Bank
Nebraska
$29.7K
GWM
2093
Guardian Wealth Management
Illinois
$29K +$298 +2 +1%
CPG
2094
Cornerstone Planning Group
New Jersey
$28.7K -$1.17K -8 -4%
FGAM
2095
Financial Gravity Asset Management
Texas
$28.5K -$67.8K -455 -70%
MFT
2096
Moisand Fitzgerald Tamayo
Florida
$28.2K -$14.9K -100 -34%
AW
2097
Avion Wealth
Texas
$28K +$17.8K +119 +175%
FFC
2098
First Financial Corp
Indiana
$27.3K -$22.3K -150 -45%
JGCM
2099
Joseph Group Capital Management
Ohio
$26.8K
PCMC
2100
Planning Capital Management Corporation
Pennsylvania
$26.4K +$2.23K +15 +9%