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United Parcel Service

2,260 hedge funds and large institutions have $70.5B invested in United Parcel Service in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 778 increasing their positions, 953 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,260
Holders Change
+119
Holders Change %
+5.56%
% of All Funds
30.09%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.57%
New
303
Increased
778
Reduced
953
Closed
145
Calls
$1.98B
Puts
$1.9B
Net Calls
+$84.4M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
401
Cyndeo Wealth Partners
Florida
$8.71M +$499K +3,959 +6%
QT
402
Quantbot Technologies
New York
$8.61M +$6.83M +54,161 +383%
AAG
403
Armstrong Advisory Group
Massachusetts
$8.6M -$880K -6,975 -9%
AI
404
Atria Investments
North Carolina
$8.58M -$182K -1,441 -2%
BB
405
Bell Bank
North Dakota
$8.55M +$1.1M +8,712 +15%
BCWM
406
Bartlett & Co Wealth Management
Ohio
$8.5M -$632K -5,009 -7%
Kayne Anderson Rudnick Investment Management
407
Kayne Anderson Rudnick Investment Management
California
$8.46M -$838K -6,649 -9%
Mackenzie Financial
408
Mackenzie Financial
Ontario, Canada
$8.45M +$622K +4,935 +8%
EMPI
409
Elo Mutual Pension Insurance
Finland
$8.43M -$312K -2,474 -4%
SFS
410
Sowell Financial Services
Arkansas
$8.4M +$27.2K +216 +0.3%
SWP
411
Stratos Wealth Partners
Ohio
$8.38M +$231K +1,832 +3%
Los Angeles Capital Management
412
Los Angeles Capital Management
California
$8.34M +$4.78M +37,936 +134%
CFG
413
Cooper Financial Group
California
$8.31M +$6.48M +51,360 +353%
SFWA
414
Summit Financial Wealth Advisors
Louisiana
$8.24M +$1.67M +14,989 +25%
Robeco Institutional Asset Management
415
Robeco Institutional Asset Management
Netherlands
$8.19M +$252K +1,997 +3%
AAS
416
Avantax Advisory Services
Texas
$8.16M -$2.18M -17,318 -21%
ELC
417
Edgar Lomax Company
Virginia
$8.15M -$191K -1,515 -2%
MPI
418
Mairs & Power Inc
Minnesota
$8.14M -$2.1M -16,615 -20%
TW
419
TritonPoint Wealth
Maryland
$8.09M +$2.31M +18,350 +40%
MFWM
420
Motley Fool Wealth Management
Virginia
$8.03M -$977K -7,755 -11%
NC
421
NewSquare Capital
Pennsylvania
$8.01M +$4.04M +32,294 +102%
BAAM
422
Baker Avenue Asset Management
California
$7.94M -$50.4K -400 -0.6%
OPERF
423
Oregon Public Employees Retirement Fund
Oregon
$7.9M -$1.26K -10 -0%
EWM
424
Evercore Wealth Management
New York
$7.83M +$2.13M +16,880 +37%
GH
425
GAM Holding
Switzerland
$7.76M -$245K -1,939 -3%