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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 %
APA
1201
Astoria Portfolio Advisors
New York
$842K +$178K +1,326 +27%
IB
1202
Intrust Bank
Kansas
$839K -$36.1K -265 -4%
CLA
1203
Carnegie Lake Advisors
New Jersey
$838K +$838K +6,150 New
TPA
1204
Trivium Point Advisory
Connecticut
$836K +$836K +6,253 New
RGC
1205
Roberts, Glore & Co
Illinois
$830K +$455K +3,338 +121%
SFG
1206
SevenBridge Financial Group
Pennsylvania
$828K -$3.03K -23 -0.4%
RIL
1207
Rothschild Investment LLC
Illinois
$828K -$54.5K -400 -6%
HCM
1208
Howland Capital Management
Massachusetts
$827K -$119K -872 -13%
DC
1209
DeDora Capital
California
$825K +$6.14K +45 +0.7%
AWM
1210
Affinity Wealth Management
Delaware
$824K
CA
1211
Calton & Associates
Florida
$824K +$363K +2,659 +79%
TCM
1212
Tradewinds Capital Management
Washington
$823K +$136 +1 +0%
SIA
1213
Schechter Investment Advisors
Michigan
$819K -$290K -2,124 -26%
MYLI
1214
Meiji Yasuda Life Insurance
Japan
$819K -$8.37M -61,395 -91%
BAM
1215
Berkshire Asset Management
Pennsylvania
$814K
MMM
1216
Mendel Money Management
Illinois
$813K +$9.27K +68 +1%
ISL
1217
Ingalls & Snyder LLC
New York
$811K -$28.1K -206 -3%
LIM
1218
Leavell Investment Management
Alabama
$811K +$518K +3,800 +177%
STA
1219
Summit Trail Advisors
New York
$808K +$65.9K +483 +9%
PCM
1220
Palisade Capital Management
New Jersey
$802K
CAMV
1221
Concord Asset Management (Virginia)
Virginia
$795K -$880K -6,456 -53%
BFM
1222
Boston Financial Management
Massachusetts
$794K -$15.5K -114 -2%
BAM
1223
Byrne Asset Management
New Jersey
$791K +$791K +5,803 New
NG
1224
Norden Group
Utah
$784K +$81.9K +601 +12%
EA
1225
Emerald Advisors
Washington
$783K +$65.9K +485 +9%