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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 %
OIAM
2101
OFI Invest Asset Management
France
$26.3K +$3.3K +24 +14%
WAS
2102
Winch Advisory Services
Wisconsin
$25K +$149 +1 +0.6%
GA
2103
GoalVest Advisory
New York
$24.8K -$7.43K -50 -23%
OLVIG
2104
Oliver Lagore Vanvalin Investment Group
Michigan
$24.7K +$16.8K +113 +213%
BIA
2105
Bell Investment Advisors
California
$24.5K +$1.19K +8 +5%
MAM
2106
MMA Asset Management
Pennsylvania
$23.9K +$23.9K +161 New
WWP
2107
WR Wealth Planners
Missouri
$23.3K +$23.3K +157 New
RTL
2108
Red Tortoise LLC
Georgia
$23.2K +$23.2K +156 New
RG
2109
Retirement Group
California
$23.2K +$15K +101 +184%
PP
2110
PrairieView Partners
Minnesota
$23K
HDIM
2111
Hanson & Doremus Investment Management
Vermont
$21K -$51.9K -341 -71%
CMP
2112
Coston McIsaac & Partners
Maine
$21K
PWMG
2113
Private Wealth Management Group
New Jersey
$20.7K +$2.68K +18 +15%
T
2114
Tidemark
California
$20K +$148 +1 +0.7%
FDCP
2115
Foster Dykema Cabot & Partners
Massachusetts
$19.3K +$18.6K +125 +2,500%
DFC
2116
DB Fitzpatrick & Co
Idaho
$19.2K
FCT
2117
First Community Trust
Iowa
$19.2K
MSG
2118
Main Street Group
Virginia
$19.1K +$1.93K +13 +11%
FFL
2119
Financial Freedom LLC
Ohio
$18.6K
CB
2120
Centennial Bank
Arkansas
$18.4K -$4.31K -29 -19%
TCG
2121
Transcendent Capital Group
Oklahoma
$18.1K -$140K -940 -89%
CJ
2122
Caitlin John
Michigan
$17K -$1.63K -11 -9%
SWC
2123
Spectrum Wealth Counsel
Indiana
$16.9K
TIM
2124
Thompson Investment Management
Wisconsin
$16.2K
CIAS
2125
CBIZ Investment Advisory Services
Ohio
$16.1K +$16.1K +108 New