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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 %
RFM
676
Royal Fund Management
Florida
$3.26M -$1.37M -10,842 -30%
VFA
677
Valeo Financial Advisors
Indiana
$3.25M -$246K -1,952 -7%
BW
678
Bison Wealth
Georgia
$3.25M -$312K -2,476 -9%
MFIM
679
Mesirow Financial Investment Management
Illinois
$3.25M +$1.6M +12,683 +97%
BLAM
680
Bourne Lent Asset Management
New York
$3.24M +$252K +1,999 +8%
QCM
681
Qsemble Capital Management
New York
$3.23M +$2.75M +21,794 +574%
KCP
682
Kera Capital Partners
California
$3.22M +$3.22M +25,563 New
NI
683
Natural Investments
California
$3.2M +$3.2M +25,395 New
AMI
684
Amica Mutual Insurance
Rhode Island
$3.19M
TWC
685
TD Waterhouse Canada
Ontario, Canada
$3.18M -$209K -1,661 -6%
ACIM
686
Azimuth Capital Investment Management
Michigan
$3.18M -$96.2K -763 -3%
Acadian Asset Management
687
Acadian Asset Management
Massachusetts
$3.17M -$528K -4,194 -14%
EF
688
Empirical Finance
Pennsylvania
$3.11M -$38.1K -302 -1%
MIS
689
Morningstar Investment Services
Illinois
$3.11M -$26.1M -206,992 -89%
III
690
Independent Investors Inc
New York
$3.11M -$18.9K -150 -0.6%
MAWA
691
Moss Adams Wealth Advisors
Washington
$3.1M +$50.6K +401 +2%
SYBT
692
Stock Yards Bank & Trust
Kentucky
$3.1M -$357K -2,834 -10%
AM
693
Atwater Malick
Pennsylvania
$3.08M -$175K -1,387 -5%
MP
694
McDonald Partners
Ohio
$3.08M +$84.4K +669 +3%
WI
695
WBI Investments
New Jersey
$3.08M +$437K +3,467 +17%
CWS
696
Cypress Wealth Services
California
$3.07M -$111K -880 -3%
SM
697
Sciencast Management
New Jersey
$3.05M +$3.05M +24,176 New
PBC
698
Pavion Blue Capital
California
$3.04M -$246K -1,951 -7%
SF
699
Summit Financial
New Jersey
$3.02M -$243K -1,930 -7%
AM
700
AGF Management
Ontario, Canada
$3.02M +$2.36M +18,693 +355%