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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 %
FMWA
1151
Forvis Mazars Wealth Advisors
Missouri
$966K -$59.9K -439 -6%
SIM
1152
Stratos Investment Management
Ohio
$963K +$137K +1,007 +17%
NFW
1153
Noble Family Wealth
Florida
$958K -$33.4K -245 -3%
KIM
1154
Kestra Investment Management
Texas
$958K +$958K +7,026 New
CI
1155
Ceera Investments
Texas
$957K +$420K +3,080 +78%
HFM
1156
Hartford Financial Management
Connecticut
$954K
BC
1157
Belmont Capital
California
$954K
WG
1158
Wealth Group
North Carolina
$952K -$118K -865 -11%
CWP
1159
Concord Wealth Partners
Virginia
$952K -$881K -6,461 -48%
AOWM
1160
Alpha Omega Wealth Management
Virginia
$949K +$6.82K +50 +0.7%
BWP
1161
Balboa Wealth Partners
Arizona
$945K +$735K +5,390 +350%
PWP
1162
Precedent Wealth Partners
Texas
$944K +$150K +1,097 +19%
WGC
1163
Watts Gwilliam & Co
Arizona
$943K +$943K +7,197 New
UCB
1164
United Community Bank
South Carolina
$941K -$1.21M -8,876 -56%
CIAS
1165
CFS Investment Advisory Services
New Jersey
$939K -$156K -1,145 -14%
FA
1166
Fortis Advisors
Pennsylvania
$937K -$531K -3,894 -36%
LC
1167
Lincoln Capital
Nebraska
$934K -$11.2K -82 -1%
RHDIC
1168
R.H. Dinel Investment Counsel
California
$934K -$181K -1,325 -16%
CAG
1169
Csenge Advisory Group
Florida
$925K -$61K -453 -6%
CS
1170
Cannell & Spears
New York
$924K
ABLA
1171
Alan B. Lancz & Associates
Ohio
$923K
BMCM
1172
Bryn Mawr Capital Management
Pennsylvania
$922K -$212K -1,557 -19%
WT
1173
Washington Trust
Rhode Island
$921K -$9.82K -72 -1%
AIA
1174
AIMZ Investment Advisors
California
$920K +$10.2K +75 +1%
CFGS
1175
Concourse Financial Group Securities
Alabama
$919K +$137K +1,007 +18%