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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 %
POIA
2126
Pin Oak Investment Advisors
Texas
$16K
MAM
2127
Meeder Asset Management
Ohio
$15.8K +$15.8K +106 New
AWM
2128
AllSquare Wealth Management
New York
$15.5K
PA
2129
Pineridge Advisors
Missouri
$15.3K -$14.3K -96 -48%
IRAG
2130
Investment Research & Advisory Group
Georgia
$14.9K -$992K -6,671 -99%
RDFA
2131
Ritter Daniher Financial Advisory
Ohio
$14.9K
RCM
2132
Richardson Capital Management
Wisconsin
$14.9K +$14.9K +100 New
QL
2133
Quarry LP
New York
$14.4K -$62.6K -421 -81%
EA
2134
Evolution Advisers
Virginia
$14K
PWM
2135
Partnership Wealth Management
Maryland
$13.7K
TIM
2136
Tortoise Investment Management
New York
$13.7K +$1.49K +10 +12%
LI
2137
Louisbourg Investments
New Brunswick, Canada
$13.4K -$104K -700 -89%
RWM
2138
Ruedi Wealth Management
Illinois
$13.4K +$13.4K +90 New
BFS
2139
Burkett Financial Services
South Carolina
$13K +$148 +1 +1%
GCM
2140
Gables Capital Management
Florida
$12.8K
PWA
2141
Provenance Wealth Advisors
Florida
$12.5K +$1.93K +13 +18%
BFPW
2142
BOK Financial Private Wealth
Colorado
$12.3K +$12.3K +83 New
CMA
2143
Cedar Mountain Advisors
Oregon
$12.3K +$2.51K +17 +26%
CNBTD
2144
Citizens National Bank Trust Department
Mississippi
$11.9K
MWA
2145
Moser Wealth Advisors
Washington
$11.7K
SRCM
2146
Signature Resources Capital Management
California
$11.6K
EAM
2147
Eukles Asset Management
Ohio
$10.9K
FWA
2148
FSC Wealth Advisors
New York
$10.4K -$149 -1 -1%
TWD
2149
True Wealth Design
Ohio
$9.84K +$1.34K +9 +16%
IA
2150
IFS Advisors
Kansas
$9.66K