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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
30.08%
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 %
EWA
626
EP Wealth Advisors
California
$3.81M -$274K -2,170 -7%
WG
627
Winton Group
United Kingdom
$3.8M +$3.8M +30,171 New
KNW
628
Kesler Norman & Wride
Utah
$3.8M +$125K +989 +3%
GI
629
GLOBALT Investments
Georgia
$3.75M -$163K -1,289 -4%
SWIG
630
Strategic Wealth Investment Group
Kentucky
$3.75M -$385K -3,054 -9%
PP
631
Prudential plc
United Kingdom
$3.71M +$294K +2,334 +9%
FRA
632
Frank Rimerman Advisors
California
$3.71M +$1.53M +12,098 +70%
WT
633
Whittier Trust
California
$3.69M -$226K -1,791 -6%
TAF
634
Tredje AP-fonden
Sweden
$3.69M -$4.23M -33,540 -53%
WAC
635
William Allan Corp
Colorado
$3.68M +$102K +811 +3%
CK
636
Cohen Klingenstein
New York
$3.66M -$16.3K -129 -0.4%
SCA
637
Stokes Capital Advisors
South Carolina
$3.65M +$930K +7,372 +34%
MFG
638
Monte Financial Group
Connecticut
$3.63M +$3.63M +28,802 New
PWM
639
Perigon Wealth Management
California
$3.63M -$163K -1,253 -4%
NIM
640
Northeast Investment Management
Massachusetts
$3.59M -$1.49M -11,818 -29%
CRI
641
Commonwealth Retirement Investments
Virginia
$3.58M -$305K -2,421 -8%
CANC
642
Culbertson A N & Co
Virginia
$3.58M +$54.9K +435 +2%
KFC
643
Klingenstein Fields & Co
New York
$3.57M -$8.32K -66 -0.2%
BMC
644
Benin Management Corp
Connecticut
$3.57M -$34.9K -277 -1%
FNB
645
Farmers National Bank
Kentucky
$3.56M +$3.56M +28,236 New
FMII
646
Farmers & Merchants Investments Inc
Nebraska
$3.56M -$141K -1,121 -4%
M
647
MOTCO
Texas
$3.54M +$10.2K +81 +0.3%
BFG
648
Beacon Financial Group
Texas
$3.54M +$41.2K +327 +1%
ITC
649
Inspire Trust Company
Nevada
$3.53M +$441K +3,500 +14%
DIA
650
Dean Investment Associates
Ohio
$3.5M -$1.27M -10,096 -27%