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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 %
CW
2226
Connectus Wealth
Ohio
-$1.95M -12,368 Closed
OTL
2227
Oak Thistle LLC
New York
-$1.88M -11,929 Closed
WorldQuant Millennium Advisors
2228
WorldQuant Millennium Advisors
New York
-$1.71M -10,858 Closed
JWM
2229
Jackson Wealth Management
Florida
-$1.57M -9,995 Closed
MWM
2230
Meridian Wealth Management
Kentucky
-$1.57M -9,981 Closed
BWA
2231
BlueChip Wealth Advisors
Georgia
-$1.45M -9,250 Closed
SDAM
2232
Shulman DeMeo Asset Management
New York
-$1.4M -8,908 Closed
SIA
2233
SeaBridge Investment Advisors
New Jersey
-$1.32M -8,366 Closed
SFP
2234
Sweet Financial Partners
Minnesota
-$1.31M -8,348 Closed
OAM
2235
Occidental Asset Management
California
-$1.2M -7,624 Closed
ACM
2236
Aquatic Capital Management
Illinois
-$1.18M -7,500 Closed
EC
2237
Estate Counselors
Wisconsin
-$1.15M -7,305 Closed
KJHP
2238
K.J. Harrison & Partners
Ontario, Canada
-$1M -6,375 Closed
M1FG
2239
Mach-1 Financial Group
Arkansas
-$990K -6,298 Closed
BBNA
2240
Bremer Bank National Association
Minnesota
-$936K -5,956 Closed
IA
2241
IFG Advisory
Georgia
-$832K -5,293 Closed
RWB
2242
RMR Wealth Builders
New Jersey
-$814K -5,180 Closed
MCIA
2243
Mountain Capital Investment Advisors
Colorado
-$809K -5,059 Closed
ARC
2244
Advisor Resource Council
Texas
-$756K -4,805 Closed
Parallax Volatility Advisers
2245
Parallax Volatility Advisers
California
-$751K -4,777 Closed
MIH
2246
Meitav Investment House
Israel
-$747K -4,750 Closed
WAAG
2247
Wealth Alliance Advisory Group
Kansas
-$742K -4,716 Closed
KA
2248
Kovack Advisors
Florida
-$690K -4,388 Closed
OFG
2249
OmniStar Financial Group
North Carolina
-$660K -4,197 Closed
CC
2250
Cornerstone Capital
California
-$653K -4,152 Closed