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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 %
GI
1226
GAMMA Investing
California
$774K +$39K +286 +5%
CBT
1227
Central Bank & Trust
Kentucky
$772K +$196K +1,437 +34%
PFGIA
1228
Patriot Financial Group Insurance Agency
Massachusetts
$760K -$150K -1,101 -16%
SIM
1229
Studio Investment Management
Illinois
$747K +$67.1K +492 +10%
BWM
1230
Biltmore Wealth Management
Arizona
$745K +$236K +1,732 +46%
WAS
1231
Wealth Advisory Solutions
Indiana
$744K +$343K +2,519 +86%
HNWAG
1232
High Net Worth Advisory Group
Florida
$743K -$156K -1,145 -17%
FUBT
1233
First United Bank & Trust
Maryland
$743K -$84.5K -620 -10%
PAM
1234
Panagora Asset Management
Massachusetts
$739K -$545 -4 -0.1%
AIM
1235
Acropolis Investment Management
Missouri
$735K -$91.6K -672 -11%
1SB
1236
1ST Source Bank
Indiana
$734K -$34.4K -252 -4%
AA
1237
Axiom Advisory
California
$733K -$149K -1,137 -17%
CAM
1238
Cidel Asset Management
Ontario, Canada
$733K +$109K +798 +17%
BSB
1239
Bangor Savings Bank
Maine
$731K -$53K -389 -7%
PWW
1240
Pettyjohn Wood & White
Virginia
$728K +$11.9K +87 +2%
KWA
1241
Kingswood Wealth Advisors
California
$725K -$61.2K -449 -8%
TW
1242
TrinityPoint Wealth
Connecticut
$724K -$289K -2,123 -29%
HIP
1243
HUB Investment Partners
Texas
$723K -$110K -807 -13%
JIC
1244
Joel Isaacson & Co
New York
$722K -$36.7K -269 -5%
CCA
1245
Checchi Capital Advisers
California
$721K -$45.5K -334 -6%
CTI
1246
Community Trust & Investment
Kentucky
$720K +$24.8K +182 +4%
SHFA
1247
SC&H Financial Advisors
Maryland
$719K +$273 +2 +0%
AM
1248
AGF Management
Ontario, Canada
$719K +$99.4K +729 +16%
HCM
1249
Hutner Capital Management
Vermont
$719K -$7.36K -54 -1%
EBWM
1250
Eagle Bluffs Wealth Management
Missouri
$716K +$6.41K +47 +0.9%