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United Parcel Service

2,260 hedge funds and large institutions have $70.5B invested in United Parcel Service in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 778 increasing their positions, 953 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,260
Holders Change
+119
Holders Change %
+5.56%
% of All Funds
30.08%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.57%
New
303
Increased
778
Reduced
953
Closed
145
Calls
$1.98B
Puts
$1.9B
Net Calls
+$84.4M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
1276
Cypress Capital Advisors
Tennessee
$695K +$695K +5,510 New
BWM
1277
Biltmore Wealth Management
Arizona
$694K +$5.55K +44 +0.8%
SFG
1278
SevenBridge Financial Group
Pennsylvania
$694K -$26.2K -229 -4%
GCA
1279
Greenwood Capital Associates
South Carolina
$694K +$694K +5,500 New
WSC
1280
Wellington Shields & Co
New York
$692K +$126K +1,000 +22%
OKSA
1281
O'Keefe Stevens Advisory
New York
$690K +$228K +1,805 +49%
CCA
1282
Checchi Capital Advisers
California
$688K +$20.9K +166 +3%
1SB
1283
1ST Source Bank
Indiana
$685K +$5.55K +44 +0.8%
WCA
1284
Westover Capital Advisors
Delaware
$683K -$220K -1,748 -24%
RSWM
1285
Robertson Stephens Wealth Management
California
$682K +$60.3K +478 +10%
SWM
1286
SeaCrest Wealth Management
New York
$680K +$18.9K +150 +3%
EB
1287
Eastern Bank
Massachusetts
$679K -$638K -5,061 -48%
MFA
1288
Mayflower Financial Advisors
Massachusetts
$679K +$43.3K +343 +7%
Lazard Asset Management
1289
Lazard Asset Management
New York
$677K +$232K +1,842 +52%
PF
1290
Phoenix Financial
Israel
$677K -$109K -868 -14%
SW
1291
Simplicity Wealth
New Jersey
$675K -$958K -7,600 -59%
BWS
1292
Buck Wealth Strategies
Colorado
$675K +$300K +2,378 +80%
ATIA
1293
American Trust Investment Advisors
New Hampshire
$675K +$165K +1,310 +32%
CTI
1294
Community Trust & Investment
Kentucky
$674K +$7.82K +62 +1%
HIP
1295
HUB Investment Partners
Texas
$672K +$3.66K +29 +0.5%
SC
1296
Syon Capital
California
$670K +$105K +831 +19%
GIA
1297
Gladstone Institutional Advisory
Florida
$670K +$39.7K +315 +6%
PTC
1298
Petrus Trust Company
Texas
$670K +$420K +3,332 +168%
CF
1299
Centaurus Financial
California
$666K +$31.3K +248 +5%
PCM
1300
Penserra Capital Management
California
$666K +$227K +1,801 +52%