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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 %
ECM
926
Everence Capital Management
Indiana
$1.71M -$1.17M -8,590 -41%
KCM
927
Kerusso Capital Management
North Carolina
$1.71M +$103K +759 +6%
PNC
928
Park National Corp
Ohio
$1.7M -$63.9K -469 -4%
OM
929
OV Management
Minnesota
$1.7M +$658K +4,827 +63%
BHPW
930
Beverly Hills Private Wealth
California
$1.69M -$419K -3,070 -20%
FNA
931
First National Advisers
Nebraska
$1.69M +$76.2K +559 +5%
XWM
932
Xcel Wealth Management
Florida
$1.69M +$1.23M +9,013 +265%
CWS
933
Confluence Wealth Services
Pennsylvania
$1.69M -$119K -870 -7%
MWM
934
Mission Wealth Management
California
$1.68M -$55.5K -407 -3%
NRG
935
Nemes Rush Group
Michigan
$1.68M -$2.38K -16 -0.1%
AOI
936
Auto-Owners Insurance
Michigan
$1.68M
HCCM
937
Hudson Canyon Capital Management
New York
$1.68M +$146K +1,070 +10%
GWM
938
GSB Wealth Management
Connecticut
$1.67M -$1.24M -9,118 -43%
SLI
939
Sumitomo Life Insurance
Japan
$1.66M +$42.9K +315 +3%
LIM
940
Loudon Investment Management
New Hampshire
$1.66M -$95.4K -700 -5%
AI
941
Arvest Investments
Arkansas
$1.66M +$89.4K +656 +6%
NP
942
NorthRock Partners
Minnesota
$1.66M -$262K -1,920 -14%
AA
943
Argent Advisors
Louisiana
$1.66M +$183K +1,339 +12%
EM
944
Excalibur Management
Massachusetts
$1.65M -$98.2K -720 -6%
OIA
945
Optimum Investment Advisors
Illinois
$1.65M
HAIM
946
Hunter Associates Investment Management
Pennsylvania
$1.65M -$27.3K -200 -2%
AIMA
947
Ables Iannone Moore & Associates
Georgia
$1.64M +$172K +1,259 +12%
MCM
948
Mengis Capital Management
Oregon
$1.64M -$44.3K -325 -3%
HI
949
Harbour Investments
Wisconsin
$1.63M +$91.8K +673 +6%
RC
950
Roundview Capital
New Jersey
$1.63M -$47.6K -349 -3%