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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 %
Koshinski Asset Management
476
Koshinski Asset Management
Illinois
$6.37M -$25.5K -187 -0.4%
NGA
477
Naples Global Advisors
Florida
$6.35M +$205K +1,507 +3%
GAM
478
Griffin Asset Management
New York
$6.34M -$211K -1,545 -3%
KFP
479
KMG Fiduciary Partners
Ohio
$6.33M +$2.75M +20,193 +77%
CIA
480
Concurrent Investment Advisors
Florida
$6.33M -$2.28M -16,707 -26%
ECU
481
Eisler Capital (UK)
United Kingdom
$6.31M -$4.03M -29,581 -39%
JFG
482
Jefferies Financial Group
New York
$6.29M +$4.89M +35,842 +349%
HIMCH
483
Hartford Investment Management Co (HIMCO)
Connecticut
$6.27M -$97.5K -715 -2%
EWM
484
Evercore Wealth Management
New York
$6.17M -$1.78M -13,041 -22%
WA
485
Wambolt & Associates
Colorado
$6.16M +$47K +353 +0.8%
TW
486
TritonPoint Wealth
Maryland
$6.15M -$6.24M -46,445 -50%
WC
487
Woodstock Corp
Massachusetts
$6.11M +$1.05M +7,691 +21%
CB
488
Commerce Bank
Missouri
$6.03M -$1.42M -10,438 -19%
HLCM
489
Hi-Line Capital Management
South Dakota
$5.99M +$5.99M +43,965 New
S
490
SignatureFD
Georgia
$5.99M -$129K -945 -2%
SCA
491
Sage Capital Advisors
South Dakota
$5.95M +$78K +572 +1%
CSPIA
492
Cary Street Partners Investment Advisory
Virginia
$5.93M +$678K +4,973 +13%
HFS
493
Haverford Financial Services
Pennsylvania
$5.93M -$136 -1 -0%
TAM
494
Tocqueville Asset Management
New York
$5.92M +$1.85M +13,539 +45%
FNT
495
First National Trust
Pennsylvania
$5.92M +$25.6K +188 +0.4%
ERIC
496
Eagle Rock Investment Company
Georgia
$5.91M +$45.1K +331 +0.8%
CCM
497
Canal Capital Management
Virginia
$5.89M +$967K +7,093 +20%
XF
498
XML Financial
Maryland
$5.86M +$292K +2,140 +5%
BHIA
499
Birch Hill Investment Advisors
Massachusetts
$5.84M -$1.14M -8,397 -16%
BIG
500
Builder Investment Group
Georgia
$5.84M -$33.4K -245 -0.6%