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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 %
LAM
676
LECAP Asset Management
United Kingdom
$3.34M +$99.5K +730 +3%
KC
677
Kingfisher Capital
North Carolina
$3.31M -$378K -2,773 -10%
MAWA
678
Moss Adams Wealth Advisors
Washington
$3.3M -$25.5K -187 -0.8%
IMCOOI
679
Investment Management Corp of Ontario (IMCO)
Canada
$3.3M +$1.09M +8,000 +49%
TCWM
680
Total Clarity Wealth Management
Illinois
$3.29M +$2.79M +20,461 +555%
GWMIA
681
Global Wealth Management Investment Advisory
Florida
$3.26M -$273K -2,005 -8%
GWM
682
Glass Wealth Management
Texas
$3.26M -$36.1K -265 -1%
JIM
683
Jensen Investment Management
Oregon
$3.25M
SFA
684
Semmax Financial Advisors
North Carolina
$3.24M +$139K +1,065 +4%
MP
685
McDonald Partners
Ohio
$3.24M -$282K -2,068 -8%
ACM
686
Argyle Capital Management
Pennsylvania
$3.24M -$70.9K -520 -2%
BLAM
687
Bourne Lent Asset Management
New York
$3.23M +$54.5K +400 +2%
Nomura Holdings
688
Nomura Holdings
Japan
$3.21M +$2.31M +16,975 +258%
SC
689
Savoie Capital
Illinois
$3.21M +$900K +6,600 +39%
SC
690
Schulhoff & Co
Ohio
$3.18M -$9.14K -67 -0.3%
OPTFSNA
691
Old Point Trust & Financial Services N A
Virginia
$3.17M +$92K +675 +3%
NMIMC
692
Northwestern Mutual Investment Management Company
Wisconsin
$3.17M +$409 +3 +0%
MPM
693
Meritage Portfolio Management
Kansas
$3.15M -$134K -984 -4%
VVP
694
Venture Visionary Partners
Ohio
$3.15M -$148K -1,084 -4%
ACM
695
Alta Capital Management
Utah
$3.14M +$183K +1,339 +6%
EI
696
Ethic Inc
New York
$3.14M +$173K +1,161 +6%
P
697
Pitcairn
Pennsylvania
$3.13M -$307K -2,249 -9%
PMG
698
ProVise Management Group
Florida
$3.13M +$442K +3,245 +16%
TFG
699
Tilson Financial Group
New Jersey
$3.12M +$3.12M +22,894 New
PWS
700
Peloton Wealth Strategists
Indiana
$3.12M -$195K -1,430 -6%