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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 %
CA
826
Clearstead Advisors
Ohio
$2.23M -$112K -823 -5%
WAM
827
Werlinich Asset Management
Connecticut
$2.23M +$25.9K +190 +1%
PT
828
Plimoth Trust
Massachusetts
$2.21M -$150K -1,102 -6%
GP
829
Greenline Partners
New York
$2.21M -$20.9K -153 -0.9%
AIS
830
AM Investment Strategies
Tennessee
$2.19M +$33.8K +248 +2%
BAMF
831
BI Asset Management Fondsmaeglerselskab
Denmark
$2.17M -$120K -883 -5%
IAG
832
Investmark Advisory Group
Connecticut
$2.17M +$69.1K +507 +3%
AAM
833
Auxier Asset Management
Oregon
$2.16M +$51.4K +377 +2%
FIA
834
Foundations Investment Advisors
Arizona
$2.16M +$225K +1,648 +12%
RCAG
835
Rehmann Capital Advisory Group
Michigan
$2.16M +$31.2K +229 +1%
GAM
836
Groupama Asset Management
France
$2.16M +$29.3K +268 +1%
JIC
837
Johnson Investment Counsel
Ohio
$2.15M -$2.75M -20,199 -56%
PAM
838
Palisade Asset Management
Minnesota
$2.15M -$14.2K -104 -0.7%
NHC
839
Nicholas Hoffman & Company
Georgia
$2.15M -$13.2K -97 -0.6%
IWM
840
IHT Wealth Management
Illinois
$2.14M +$554K +4,085 +35%
PA
841
Parallel Advisors
California
$2.14M -$399K -2,924 -16%
HL
842
HeadInvest LLC
Maine
$2.13M -$150K -1,103 -7%
WS
843
Wedbush Securities
California
$2.13M -$540K -3,961 -20%
BDWCC
844
B&D White Capital Company
Texas
$2.13M +$968K +7,100 +84%
Balyasny Asset Management
845
Balyasny Asset Management
Illinois
$2.12M +$326K +2,391 +18%
MPPW
846
Mitchell & Pahl Private Wealth
Oklahoma
$2.11M +$76.8K +563 +4%
TLCM
847
Twin Lakes Capital Management
California
$2.1M +$13.9K +102 +0.7%
Wealthfront Advisers
848
Wealthfront Advisers
California
$2.1M -$285K -2,091 -12%
SMA
849
Sage Mountain Advisors
Georgia
$2.1M +$352K +2,579 +20%
NSAM
850
North Star Asset Management
Wisconsin
$2.09M -$425K -3,120 -17%