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United Parcel Service

2,141 hedge funds and large institutions have $68.7B invested in United Parcel Service in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 815 increasing their positions, 930 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
-17
Holders Change %
-0.79%
% of All Funds
30.97%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
155
Increased
815
Reduced
930
Closed
144
Calls
$2.25B
Puts
$1.94B
Net Calls
+$301M
Net Calls Change
+$75M
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
351
Orion Portfolio Solutions
Nebraska
$11.4M -$558K -4,095 -5%
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$11.3M +$1.54M +11,305 +16%
MGIA
353
Moneta Group Investment Advisors
Missouri
$11.3M +$23.5K +172 +0.2%
TC
354
TownSquare Capital
Utah
$11.3M +$742K +5,444 +7%
SDIC
355
South Dakota Investment Council
South Dakota
$11.2M +$1.46M +10,700 +15%
AAS
356
Avantax Advisory Services
Texas
$11.2M -$704K -5,160 -6%
HIMC
357
Heritage Investors Management Corp
Maryland
$11.2M -$55.2K -405 -0.5%
RWP
358
RWA Wealth Partners
Massachusetts
$11.2M +$145K +1,065 +1%
WWP
359
Waypoint Wealth Partners
California
$11.2M
SCTC
360
Sanibel Captiva Trust Company
Florida
$11.2M +$8.75M +64,163 +363%
MPI
361
Mairs & Power Inc
Minnesota
$11.1M -$3.93M -28,832 -26%
AssetMark Inc
362
AssetMark Inc
California
$11M +$691K +5,068 +7%
CA
363
CapWealth Advisors
Tennessee
$11M +$1,000K +7,331 +10%
VWA
364
Visionary Wealth Advisors
Illinois
$10.9M +$2.45M +17,998 +29%
EGM
365
Engineers Gate Manager
New York
$10.9M -$3.77M -27,661 -26%
SCA
366
Stonebridge Capital Advisors
Minnesota
$10.9M +$628K +4,603 +6%
FFIC
367
First Fiduciary Investment Counsel
Ohio
$10.9M -$815K -5,978 -7%
UCFA
368
United Capital Financial Advisors
Texas
$10.7M -$241K -1,769 -2%
OCM
369
Olstein Capital Management
New York
$10.6M +$1.36M +10,000 +15%
IEFM
370
IQ EQ Fund Management
Ireland
$10.6M +$1.4M +10,271 +15%
IMPI
371
Ilmarinen Mutual Pension Insurance
Finland
$10.5M +$3.27M +24,000 +45%
WIC
372
Woodmont Investment Counsel
Tennessee
$10.3M -$115K -847 -1%
EF
373
Empowered Funds
Pennsylvania
$10.3M -$5.26M -38,552 -34%
AAG
374
Armstrong Advisory Group
Massachusetts
$10.2M -$521K -3,820 -5%
ZAM
375
Zevin Asset Management
Massachusetts
$10.2M -$720K -5,278 -7%