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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 %
HCMG
2176
Howard Capital Management Group
California
$4.16K
OAJ
2177
Ogorek Anthony Joseph
New York
$4K -$5.04K -34 -56%
AWM
2178
Activest Wealth Management
Florida
$3.98K
ECM
2179
Everence Capital Management
Indiana
$3.91K -$385 -2,590 -9%
DWA
2180
Delos Wealth Advisors
Texas
$3.87K +$3.12K +21 +420%
HC
2181
Hoese & Co
Minnesota
$3.85K
CPG
2182
Custom Portfolio Group
Colorado
$3.72K
MLA
2183
MB, Levis & Associates
Pennsylvania
$3.72K
LWA
2184
Lowe Wealth Advisors
Maryland
$3.72K
TCA
2185
Trifecta Capital Advisors
Illinois
$3.72K
APW
2186
Atlantic Private Wealth
North Carolina
$3.64K +$146 +1 +4%
NECFA
2187
New England Capital Financial Advisors
Connecticut
$3.55K
BCPWM
2188
Bradley & Co Private Wealth Management
Florida
$3.12K
AP
2189
Atwood & Palmer
Missouri
$2.97K -$4.76K -32 -62%
PPWM
2190
PFG Private Wealth Management
Florida
$2.53K -$297 -2 -11%
GWSA
2191
Global Wealth Strategies & Associates
Colorado
$2.53K
OCM
2192
Orion Capital Management
California
$2.08K
KA
2193
Kozak & Associates
Colorado
$1.67K
RS
2194
Rakuten Securities
Japan
$1.49K -$78.6K -529 -98%
SOW
2195
State of Wyoming
Wyoming
$892 -$84.6K -569 -99%
FFA
2196
Frazier Financial Advisors
Ohio
$892
FG
2197
Fairman Group
Pennsylvania
$892
CTWM
2198
Cherry Tree Wealth Management
Minnesota
$446
KHC
2199
Koesten Hirschmann & Crabtree
Kansas
$350
BC
2200
Belmont Capital
California
$186