UPS icon

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
30.08%
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 %
BPA
526
Beacon Pointe Advisors
California
$5.27M -$2.34M -18,539 -31%
WC
527
Woodstock Corp
Massachusetts
$5.27M -$387K -3,071 -7%
SFA
528
Sequoia Financial Advisors
Ohio
$5.26M -$7.42M -58,851 -59%
RP
529
Rowlandmiller & Partners
Georgia
$5.24M -$13.2K -105 -0.3%
CIG
530
CCM Investment Group
Minnesota
$5.24M +$5.24M +41,821 New
XF
531
XML Financial
Maryland
$5.22M -$197K -1,560 -4%
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$5.22M +$80.8K +641 +2%
APG Asset Management
533
APG Asset Management
Netherlands
$5.19M -$7.2M -59,094 -58%
AIM
534
Anchor Investment Management
South Carolina
$5.18M -$190K -1,510 -4%
WW
535
Waterfront Wealth
Kansas
$5.18M -$73K -579 -1%
IIC
536
Ironwood Investment Counsel
Arizona
$5.16M -$122K -969 -2%
CCM
537
Canal Capital Management
Virginia
$5.15M -$293K -2,321 -5%
AAA
538
Adams Asset Advisors
Texas
$5.14M +$2.97M +23,584 +137%
BRM
539
Boston Research & Management
Massachusetts
$5.14M +$149K +1,183 +3%
SCA
540
Sage Capital Advisors
South Dakota
$5.08M -$417K -3,307 -8%
SC
541
Skylands Capital
Wisconsin
$5.07M +$999K +7,925 +25%
VFM
542
Viking Fund Management
North Dakota
$5.04M
WAM
543
Weiss Asset Management
Massachusetts
$5.04M +$5.04M +40,000 New
CAM
544
Columbia Asset Management
Michigan
$5M -$331K -2,625 -6%
AFG
545
Albion Financial Group
Utah
$5M -$39.3K -312 -0.8%
TBA
546
Tower Bridge Advisors
Pennsylvania
$4.99M -$6.94K -55 -0.1%
MSRPS
547
Maryland State Retirement & Pension System
Maryland
$4.98M -$277K -2,197 -5%
SAM
548
Securian Asset Management
Minnesota
$4.96M -$152K -1,206 -3%
LSERS
549
Louisiana State Employees Retirement System
Louisiana
$4.96M -$240K -1,900 -5%
EDRH
550
Edmond de Rothschild Holding
Switzerland
$4.95M -$413K -3,277 -8%