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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 %
AWC
1176
Abundance Wealth Counselors
Pennsylvania
$917K +$917K +6,729 New
MSA
1177
Marino Stram & Associates
Massachusetts
$914K -$9.68K -71 -1%
N
1178
Natixis
France
$913K +$913K +6,695 New
SCI
1179
Stableford Capital II
Arizona
$909K -$2.69K -20 -0.3%
BCM
1180
Brown Capital Management
Maryland
$907K
ACP
1181
Aviance Capital Partners
Florida
$903K +$23.9K +175 +3%
DI
1182
Diligent Investors
California
$901K -$20.9K -153 -2%
KPP
1183
Kings Path Partners
Texas
$901K
GG
1184
Gleason Group
Kentucky
$897K +$10.9K +80 +1%
PTC
1185
Private Trust Company
Ohio
$889K -$90.1K -661 -9%
FBT
1186
First Bank & Trust
South Dakota
$888K -$263K -1,929 -23%
CWP
1187
Capital Wealth Planning
Florida
$888K -$276K -2,021 -24%
PWP
1188
Principle Wealth Partners
Connecticut
$882K +$55.2K +405 +7%
SL
1189
Sentinus LLC
Illinois
$881K +$544K +6,020 +162%
FAM
1190
Family Asset Management
South Carolina
$870K
LCWP
1191
Legacy Capital Wealth Partners
Arkansas
$868K +$102K +749 +13%
PWAM
1192
Pinnacle West Asset Management
Wyoming
$867K +$96.8K +710 +13%
RIA
1193
Richwood Investment Advisors
Ohio
$867K +$663K +4,866 +327%
ESB
1194
Essex Savings Bank
Connecticut
$866K -$22.8K -167 -3%
MWM
1195
Modern Wealth Management
Kansas
$863K +$48.4K +355 +6%
HCM
1196
Howard Capital Management
Georgia
$863K +$863K +6,330 New
TFA
1197
Teamwork Financial Advisors
Texas
$855K +$855K +6,270 New
PF
1198
Phoenix Financial
Israel
$851K +$345K +2,529 +68%
TIA
1199
Trust Investment Advisors
Indiana
$851K -$50.9K -373 -6%
LAM
1200
Lakewood Asset Management
Illinois
$848K -$32.2K -236 -4%