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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 %
DW30
701
Drucker Wealth 3.0
New Jersey
$3.11M +$26.5K +194 +0.9%
AFG
702
Argent Financial Group
Louisiana
$3.1M +$3.1M +22,735 New
HCA
703
Horan Capital Advisors
Ohio
$3.09M -$44.9K -329 -1%
SC
704
Sawyer & Company
Massachusetts
$3.09M -$13.4K -98 -0.4%
OPA
705
Old Port Advisors
Maine
$3.07M +$1.67M +12,259 +119%
DAS
706
Dynamic Advisor Solutions
Arizona
$3.07M +$20.5K +150 +0.7%
CCM
707
Callodine Capital Management
Massachusetts
$3.07M +$3.07M +22,500 New
CCMINC
708
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.07M +$92.2K +676 +3%
AWA
709
Arkadios Wealth Advisors
Georgia
$3.05M -$378K -2,774 -11%
SFG
710
Sovereign Financial Group
Connecticut
$3.04M -$8.59K -63 -0.3%
JCM
711
Jacobi Capital Management
Pennsylvania
$3.03M +$293K +2,149 +11%
TC
712
Trilogy Capital
California
$3M +$278K +2,036 +10%
OAM
713
Ostrum Asset Management
France
$3M -$128K -941 -4%
DRS
714
Deane Retirement Strategies
Louisiana
$2.98M +$6.95K +51 +0.2%
AUB
715
Atlantic Union Bankshares
Virginia
$2.96M -$141K -1,037 -5%
KRSITF
716
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.96M -$251K -1,838 -8%
ET
717
Entropy Technologies
New York
$2.94M +$2.94M +21,574 New
SCA
718
Stokes Capital Advisors
South Carolina
$2.94M -$760K -5,573 -21%
BCM
719
Brookmont Capital Management
Texas
$2.93M -$75.3K -552 -3%
TRCT
720
Tower Research Capital (TRC)
New York
$2.91M -$646K -4,738 -18%
KA
721
KLCM Advisors
Wisconsin
$2.91M +$841K +6,168 +41%
PAM
722
Paradigm Asset Management
New York
$2.91M
TC
723
Truvestments Capital
Florida
$2.9M +$129K +949 +5%
PCTC
724
Perkins Coie Trust Company
Washington
$2.9M +$59.2K +434 +2%
GVAG
725
Great Valley Advisor Group
Delaware
$2.87M -$1.86M -13,658 -39%