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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 %
CCM
726
Callodine Capital Management
Massachusetts
$2.79M -$44.3K -351 -2%
SFG
727
Sovereign Financial Group
Connecticut
$2.79M -$28.5K -226 -1%
JCM
728
Jacobi Capital Management
Pennsylvania
$2.79M -$15.5K -123 -0.6%
P
729
Pitcairn
Pennsylvania
$2.78M -$118K -934 -4%
WP
730
Woodline Partners
California
$2.77M +$2.77M +21,955 New
WIA
731
Wealthedge Investment Advisors
New York
$2.77M +$2.77M +21,949 New
SFA
732
Semmax Financial Advisors
North Carolina
$2.77M -$115K -996 -4%
SC
733
Schulhoff & Co
Ohio
$2.77M -$179K -1,421 -6%
WFMPM
734
Woodley Farra Manion Portfolio Management
Indiana
$2.76M +$120K +950 +5%
SC
735
Sawyer & Company
Massachusetts
$2.75M -$101K -797 -4%
GWM
736
Glass Wealth Management
Texas
$2.75M -$265K -2,100 -9%
DWP
737
Daymark Wealth Partners
Ohio
$2.75M -$6.38M -50,601 -70%
TCWM
738
Total Clarity Wealth Management
Illinois
$2.74M -$305K -2,419 -10%
AC
739
Allstate Corporation
Illinois
$2.74M +$2.74M +21,701 New
ATPW
740
Ashton Thomas Private Wealth
Arizona
$2.71M -$430K -3,407 -14%
HT
741
Heritage Trust
Oklahoma
$2.7M +$2.7M +21,421 New
ECM
742
Everence Capital Management
Indiana
$2.69M +$1.11M +8,810 +70%
BE
743
Bonness Enterprises
District of Columbia
$2.67M +$517K +4,100 +24%
RWM
744
Rockline Wealth Management
New York
$2.66M +$187K +1,481 +8%
SWP
745
Sagespring Wealth Partners
Tennessee
$2.66M +$2.66M +21,124 New
KRSITF
746
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.66M +$381K +3,626 +17%
LS
747
Leelyn Smith
Illinois
$2.66M +$2.66M +21,065 New
IBOK
748
Independence Bank of Kentucky
Kentucky
$2.65M +$99.4K +788 +4%
MCM
749
Mattern Capital Management
Colorado
$2.65M -$947K -7,507 -26%
SF
750
Slagle Financial
Illinois
$2.64M +$84.2K +668 +3%