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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 %
SC
801
Sepio Capital
Utah
$2.25M -$106K -844 -5%
LAM
802
LECAP Asset Management
United Kingdom
$2.25M -$836K -6,628 -27%
MRP
803
Measured Risk Portfolios
California
$2.23M +$2.23M +17,713 New
MC
804
Moors & Cabot
Massachusetts
$2.23M +$101K +804 +5%
KGC
805
Kennon-Green & Company
Ohio
$2.21M +$3.41K +27 +0.2%
LRPA
806
L. Roy Papp & Associates
Arizona
$2.21M -$49.2K -390 -2%
BAM
807
Boyar Asset Management
New York
$2.21M +$3.91K +31 +0.2%
ZIG
808
Zullo Investment Group
Pennsylvania
$2.21M -$8.7K -69 -0.4%
AWA
809
Arkadios Wealth Advisors
Georgia
$2.2M -$617K -4,895 -22%
BWG
810
Boomfish Wealth Group
Georgia
$2.2M -$2.02K -16 -0.1%
KWA
811
Kingswood Wealth Advisors
California
$2.2M +$1.53M +12,124 +228%
MFS
812
Miller Financial Services
Michigan
$2.19M +$2.19M +17,346 New
PAS
813
Park Avenue Securities
New York
$2.17M +$293K +2,324 +16%
ST
814
Spinnaker Trust
Maine
$2.16M +$87.1K +691 +4%
FIA
815
Foundations Investment Advisors
Arizona
$2.15M +$152K +1,209 +8%
PFA
816
Pathway Financial Advisers
Indiana
$2.14M -$16.9K -134 -0.8%
VNIM
817
Vaughan Nelson Investment Management
Texas
$2.14M
SC
818
Savoie Capital
Illinois
$2.13M -$832K -6,600 -28%
DFA
819
DHJJ Financial Advisors
Illinois
$2.13M
PA
820
Paralel Advisors
Colorado
$2.13M +$194K +1,536 +10%
MIM
821
Miller Investment Management
Pennsylvania
$2.13M
SS
822
Sunbelt Securities
Texas
$2.12M -$71.4K -570 -3%
LF
823
Lantz Financial
Illinois
$2.12M +$684K +5,424 +48%
PCM
824
Palouse Capital Management
Washington
$2.12M -$94.7K -751 -4%
SWM
825
Sculati Wealth Management
Michigan
$2.12M -$2.9K -23 -0.1%