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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 %
FAG
2301
Fortitude Advisory Group
Washington
-$224K -1,422 Closed
AA
2302
Aire Advisors
California
-$224K -1,416 Closed
PWP
2303
Perfromance Wealth Partners
Illinois
-$219K -1,392 Closed
CIP
2304
Chartwell Investment Partners
Pennsylvania
-$218K -1,387 Closed
ACP
2305
Aveo Capital Partners
Colorado
-$218K -1,384 Closed
SFG
2306
Sunburst Financial Group
Alabama
-$217K -1,380 Closed
LAS
2307
LWM Advisory Services
Florida
-$215K -1,368 Closed
GCP
2308
Gill Capital Partners
Colorado
-$234K -1,361 Closed
BDFN
2309
Bond & Devick Financial Network
Minnesota
-$211K -1,341 Closed
NP
2310
Nilsine Partners
Colorado
-$210K -1,337 Closed
OHWA
2311
Oak Hill Wealth Advisors
Virginia
-$210K -1,333 Closed
OPCM
2312
Osborne Partners Capital Management
California
-$209K -1,329 Closed
BOPW
2313
Brandywine Oak Private Wealth
Pennsylvania
-$209K -1,328 Closed
BIP
2314
Blueprint Investment Partners
North Carolina
-$209K -1,328 Closed
EFG
2315
Ethos Financial Group
Pennsylvania
-$208K -1,323 Closed
EL
2316
Essex LLC
Illinois
-$207K -1,318 Closed
RBFC
2317
Roman Butler Fullerton & Co
Missouri
-$209K -1,311 Closed
DAM
2318
Derbend Asset Management
Georgia
-$205K -1,305 Closed
PTC
2319
Philadelphia Trust Company
Pennsylvania
-$205K -1,305 Closed
SWM
2320
Selective Wealth Management
Virginia
-$205K -1,304 Closed
ACM
2321
AUA Capital Management
Pennsylvania
-$205K -1,303 Closed
WE
2322
Wealth Effects
Massachusetts
-$204K -1,300 Closed
AA
2323
Auxano Advisors
Washington
-$204K -1,295 Closed
SFO
2324
Stokes Family Office
Louisiana
-$203K -1,291 Closed
MWP
2325
Madison Wealth Partners
Wisconsin
-$202K -1,286 Closed