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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 %
OFG
1276
OmniStar Financial Group
North Carolina
$680K +$680K +4,963 New
MAM
1277
MWA Asset Management
Massachusetts
$679K -$1.04M -7,599 -60%
HAFS
1278
Hapanowicz & Associates Financial Services
Pennsylvania
$677K
V
1279
VeraBank
Texas
$677K -$2.05K -15 -0.3%
SLWA
1280
San Luis Wealth Advisors
California
$676K +$349K +2,560 +107%
PMSA
1281
Patrick M. Sweeney & Associates
Illinois
$675K -$2.05K -15 -0.3%
GFA
1282
Gallagher Fiduciary Advisors
Illinois
$675K +$1.5K +11 +0.2%
IGAM
1283
iA Global Asset Management
Quebec, Canada
$674K -$3.33M -24,396 -83%
DWM
1284
Darwin Wealth Management
Florida
$673K +$673K +4,933 New
ET
1285
Equitable Trust
Tennessee
$672K +$37.6K +276 +6%
RSWM
1286
Robertson Stephens Wealth Management
California
$672K -$404K -2,962 -38%
TCA
1287
Transcend Capital Advisors
New Jersey
$669K -$63.7K -467 -9%
MIM
1288
Morningstar Investment Management
Illinois
$667K -$269 -2 -0%
BFAG
1289
Blackston Financial Advisory Group
Florida
$666K -$24.5K -180 -4%
SFG
1290
Shum Financial Group
California
$665K +$665K +4,971 New
CIA
1291
Choate Investment Advisors
Massachusetts
$664K -$68.7K -504 -9%
RMAM
1292
Raab & Moskowitz Asset Management
New Jersey
$663K -$16.5K -121 -2%
QWM
1293
Quadcap Wealth Management
Texas
$663K +$22.4K +164 +3%
FFWM
1294
Future Financial Wealth Management
Ohio
$661K +$423K +3,100 +178%
AMG
1295
Advisors Management Group
Wisconsin
$659K -$136 -1 -0%
WCM
1296
Weaver Capital Management
Georgia
$656K -$40.1K -294 -6%
CA
1297
CoreCap Advisors
Michigan
$655K +$655K +4,807 New
ML
1298
McAdam LLC
Pennsylvania
$655K +$9.68K +71 +2%
SFS
1299
Solitude Financial Services
Virginia
$654K
NG
1300
Northstar Group
New York
$651K -$69K -506 -10%