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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 %
CFG
876
Cooper Financial Group
California
$1.98M -$286K -2,095 -13%
CW
877
CreativeOne Wealth
Kansas
$1.98M +$371K +2,720 +23%
BFA
878
Beacon Financial Advisory
Ohio
$1.96M +$540K +3,960 +38%
ASI
879
Advisory Services & Investments
Oregon
$1.95M
EWA
880
Exencial Wealth Advisors
Oklahoma
$1.94M -$125K -914 -6%
CC
881
Cypress Capital
Tennessee
$1.94M +$165K +1,208 +9%
QT
882
Quantbot Technologies
New York
$1.93M -$1.05M -7,669 -35%
MA
883
Montag & Associates
Georgia
$1.92M +$326K +2,390 +20%
TWM
884
Tradition Wealth Management
Minnesota
$1.92M -$5.18K -38 -0.3%
CYG
885
Clean Yield Group
Vermont
$1.91M +$579K +4,250 +44%
SHF
886
Safe Harbor Fiduciary
Florida
$1.91M +$1.91M +13,996 New
WCBA
887
Weaver C. Barksdale & Associates
Tennessee
$1.91M -$73.2K -537 -4%
CA
888
Carson Advisory
Georgia
$1.87M +$78.4K +575 +4%
CIM
889
Corbyn Investment Management
Maryland
$1.87M +$5.45K +40 +0.3%
FWIA
890
Fort Washington Investment Advisors
Ohio
$1.87M -$500K -3,666 -21%
IWA
891
Icon Wealth Advisors
Texas
$1.87M +$758K +5,558 +68%
WFPG
892
Waller Financial Planning Group
Ohio
$1.85M
IC
893
IEQ Capital
California
$1.85M -$104K -760 -5%
AI
894
Atom Investors
Texas
$1.84M -$2.89M -21,172 -61%
AAG
895
Accordant Advisory Group
Maryland
$1.84M +$551K +4,045 +43%
PI
896
PFG Investments
New York
$1.84M +$201K +1,473 +12%
BP
897
Ballentine Partners
Massachusetts
$1.84M -$4.91K -36 -0.3%
WBC
898
Westpac Banking Corp
Australia
$1.84M +$1.17M +8,614 +177%
SFCL
899
Strengthening Families & Communities LLC
Massachusetts
$1.83M +$200K +1,469 +12%
CIAS
900
Capital Investment Advisory Services
North Carolina
$1.83M +$661K +4,849 +57%