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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 %
NWM
751
Northcape Wealth Management
New York
$2.61M +$79.4K +582 +3%
VAS
752
Vestmark Advisory Solutions
Massachusetts
$2.59M -$312K -2,288 -11%
AWA
753
Arete Wealth Advisors
Illinois
$2.59M +$1.06M +7,786 +69%
BHA
754
Beech Hill Advisors
New York
$2.59M +$97.2K +713 +4%
SGI
755
Summit Global Investments
Utah
$2.59M -$3.78M -27,750 -59%
MHI
756
Miller Howard Investments
New York
$2.58M -$193K -1,413 -7%
MWM
757
Maltin Wealth Management
New Jersey
$2.58M +$46.6K +342 +2%
NERM
758
New England Research & Management
Illinois
$2.58M -$10.2K -75 -0.4%
CSPAM
759
Cary Street Partners Asset Management
Virginia
$2.57M -$134K -984 -5%
LWANC
760
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.57M -$50.3K -369 -2%
CIC
761
Carnegie Investment Counsel
Ohio
$2.56M -$418K -3,068 -14%
FB
762
Fulton Bank
Pennsylvania
$2.55M +$35.2K +258 +1%
SC
763
Sepio Capital
Utah
$2.55M -$140K -1,025 -5%
OHWP
764
Oak Harbor Wealth Partners
North Carolina
$2.55M +$143K +1,051 +6%
EP
765
Edgestream Partners
New Jersey
$2.54M -$5.06M -37,126 -67%
AWM
766
Apollon Wealth Management
South Carolina
$2.54M +$484K +3,552 +24%
WIS
767
Wright Investors Service
Connecticut
$2.53M -$36.8K -270 -1%
PWC
768
PYA Waltman Capital
Tennessee
$2.52M +$173K +1,267 +7%
RCM
769
Radnor Capital Management
Pennsylvania
$2.51M +$2.51M +18,386 New
NB
770
NBT Bank
New York
$2.51M -$34.2K -251 -1%
AL
771
Arnhold LLC
New York
$2.5M +$1.5M +11,000 +149%
CIA
772
Cohen Investment Advisors
New Hampshire
$2.5M +$523K +3,835 +26%
AP
773
Americana Partners
Texas
$2.49M -$44.9K -329 -2%
UAS
774
United Asset Strategies
New York
$2.49M -$205K -1,507 -8%
PFA
775
Pure Financial Advisors
California
$2.48M -$20.7K -152 -0.8%