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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 %
P
451
&Partners
Tennessee
$7.32M +$3.71M +27,300 +103%
LOPW
452
Live Oak Private Wealth
North Carolina
$7.21M +$1.2M +8,800 +20%
MMA
453
Miracle Mile Advisors
California
$7.14M +$1.2M +8,834 +20%
Envestnet Portfolio Solutions
454
Envestnet Portfolio Solutions
Illinois
$7.06M -$184K -1,351 -3%
GIA
455
Guyasuta Investment Advisors
Pennsylvania
$7.05M -$1.51M -11,098 -18%
LDB
456
Lee, Danner & Bass
Tennessee
$7.04M +$17.5K +128 +0.2%
BHWA
457
Beacon Harbor Wealth Advisors
Virginia
$7.01M +$1.29M +9,451 +23%
KRS
458
Kentucky Retirement Systems
Kentucky
$6.96M -$536K -3,934 -7%
LFAS
459
Level Four Advisory Services
Texas
$6.95M +$5.29M +39,488 +320%
RMC
460
Resources Management Corp
Connecticut
$6.92M +$136K +999 +2%
Northwestern Mutual Wealth Management
461
Northwestern Mutual Wealth Management
Wisconsin
$6.9M -$2.47M -18,148 -26%
FCMC
462
Founders Capital Management (Connecticut)
Connecticut
$6.86M +$2.42M +17,720 +54%
AWM
463
Axxcess Wealth Management
California
$6.85M -$629K -4,615 -8%
VPIM
464
Vanguard Personalized Indexing Management
California
$6.76M +$34.4K +252 +0.5%
IWC
465
Integrated Wealth Concepts
Massachusetts
$6.57M +$90.3K +662 +1%
LW
466
Linscomb Wealth
Texas
$6.55M -$972K -7,130 -13%
CAPTRUST Financial Advisors
467
CAPTRUST Financial Advisors
North Carolina
$6.54M -$976K -7,160 -13%
FNBOO
468
First National Bank of Omaha
Nebraska
$6.54M -$117K -859 -2%
WAP
469
Wealthcare Advisory Partners
Pennsylvania
$6.54M +$154K +1,126 +2%
MSU
470
Mizuho Securities USA
New York
$6.48M -$1.19M -8,744 -16%
KFP
471
Keystone Financial Planning
Ohio
$6.45M -$7.91K -58 -0.1%
HC
472
Hendley & Co
Ohio
$6.41M -$51.8K -380 -0.8%
HNB
473
Huntington National Bank
Ohio
$6.4M -$937K -6,873 -13%
ACM
474
Aquatic Capital Management
Illinois
$6.38M -$23.6M -173,300 -79%
BCM
475
Birch Capital Management
Texas
$6.38M +$385K +2,826 +6%