UPS icon

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 %
KCM
376
Kornitzer Capital Management
Kansas
$10.1M -$461K -3,380 -4%
Kayne Anderson Rudnick Investment Management
377
Kayne Anderson Rudnick Investment Management
California
$10.1M +$3.01M +22,044 +43%
Lido Advisors
378
Lido Advisors
California
$9.98M +$400K +2,936 +4%
JWCA
379
J.W. Cole Advisors
Florida
$9.94M -$1.09M -7,967 -10%
DWP
380
Daymark Wealth Partners
Ohio
$9.87M +$870K +6,383 +10%
BCWM
381
Bartlett & Co Wealth Management
Ohio
$9.87M -$703K -5,159 -7%
KPWS
382
Kestra Private Wealth Services
Texas
$9.8M -$601K -4,407 -6%
MFWM
383
Motley Fool Wealth Management
Virginia
$9.75M -$218K -1,596 -2%
CWM
384
Congress Wealth Management
Massachusetts
$9.72M +$189K +1,385 +2%
Rafferty Asset Management
385
Rafferty Asset Management
New York
$9.62M -$370K -2,715 -4%
TH
386
TCTC Holdings
Texas
$9.55M +$638K +4,680 +7%
AI
387
Atria Investments
North Carolina
$9.48M -$1.32M -9,713 -12%
A
388
Allianz
Germany
$9.47M +$427K +3,130 +5%
EMPI
389
Elo Mutual Pension Insurance
Finland
$9.45M +$1.16M +8,542 +14%
CAM
390
Congress Asset Management
Massachusetts
$9.41M +$134K +984 +1%
AG
391
Advocate Group
Minnesota
$9.32M +$356K +2,608 +4%
SPIA
392
Steward Partners Investment Advisory
New York
$9.28M +$1.52M +11,173 +20%
CIBC World Market
393
CIBC World Market
Ontario, Canada
$9.2M -$733K -5,374 -7%
CCB
394
Country Club Bank
Missouri
$9.12M +$1.55M +11,581 +21%
HI
395
Hendershot Investments
Virginia
$9.06M +$401K +2,944 +5%
SFS
396
Sowell Financial Services
Arkansas
$9.06M +$1.34M +9,820 +17%
ELC
397
Edgar Lomax Company
Virginia
$9.02M -$141K -1,035 -2%
AHB
398
Abner Herrman & Brock
New Jersey
$8.97M -$821K -6,022 -8%
AAIS
399
ABN AMRO Investment Solutions
$8.96M +$560K +4,111 +7%
Walleye Capital
400
Walleye Capital
New York
$8.94M +$3.95M +28,960 +79%