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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 %
AFG
526
Albion Financial Group
Utah
$5.45M +$101K +743 +2%
HSA
527
HBK Sorce Advisory
Pennsylvania
$5.42M -$54K -396 -1%
CGH
528
CMG Global Holdings
Texas
$5.41M
TBA
529
Tower Bridge Advisors
Pennsylvania
$5.4M +$100K +737 +2%
LBC
530
Lowe Brockenbrough & Co
Virginia
$5.4M -$1.27M -9,304 -19%
BRM
531
Boston Research & Management
Massachusetts
$5.4M +$371K +2,723 +7%
FDCDDQ
532
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.37M +$173K +1,266 +3%
RCA
533
Riverview Capital Advisers
Massachusetts
$5.33M +$40.9K +300 +0.8%
CFB
534
Cullen/Frost Bankers
Texas
$5.32M -$1.03M -7,573 -16%
IAA
535
Independent Advisor Alliance
North Carolina
$5.24M -$1.06M -7,788 -17%
IPW
536
Inlet Private Wealth
Florida
$5.19M -$546K -4,005 -10%
DIA
537
Dean Investment Associates
Ohio
$5.16M -$328K -2,409 -6%
APP
538
Avantax Planning Partners
Iowa
$5.13M -$911K -6,679 -15%
EFIC
539
Eliot Finkel Investment Counsel
California
$5.13M -$40.2K -295 -0.8%
CB
540
Community Bank
New York
$5.11M +$349K +2,557 +7%
SHGA
541
Sand Hill Global Advisors
California
$5.1M -$85.2K -625 -2%
CB
542
Cadence Bank
Mississippi
$5.07M +$151K +1,111 +3%
BDA
543
Borer Denton & Associates
Pennsylvania
$5.07M -$250K -1,835 -5%
NSIM
544
North Star Investment Management
Illinois
$5.03M -$145K -1,061 -3%
RFM
545
Royal Fund Management
Florida
$5.01M +$3.21M +23,521 +178%
CICI
546
Capital Investment Counsel Inc
North Carolina
$4.98M +$795K +5,829 +19%
ASN
547
Advisory Services Network
Georgia
$4.96M
NB
548
Northwest Bancshares
Pennsylvania
$4.95M -$524K -3,843 -10%
SIG
549
Sky Investment Group
Connecticut
$4.94M -$530K -3,890 -10%
SFI
550
Siemens Fonds Invest
Germany
$4.94M -$20.7K -152 -0.4%