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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 %
FFBTD
1301
First Financial Bank - Trust Division
Ohio
$648K -$32.2K -236 -5%
TF
1302
Trek Financial
Arizona
$648K +$148K +1,082 +29%
SWA
1303
Sax Wealth Advisors
New Jersey
$648K +$171K +1,257 +36%
WKSWA
1304
White Knight Strategic Wealth Advisors
New Jersey
$645K +$367K +2,692 +132%
VAG
1305
VisionPoint Advisory Group
Texas
$643K +$616K +4,521 +2,283%
SAA
1306
Southeast Asset Advisors
Georgia
$641K
LWCFA
1307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$641K -$16.5K -119 -3%
WANY
1308
Wealthspire Advisors (New York)
New York
$641K -$51.4K -377 -7%
BFA
1309
Buttonwood Financial Advisors
Maryland
$640K -$3.95K -29 -0.6%
CC
1310
Chicago Capital
Illinois
$640K -$50.4K -370 -7%
CAAS
1311
Capital Asset Advisory Services
Michigan
$639K -$14.9K -114 -2%
OWA
1312
Octavia Wealth Advisors
Ohio
$639K +$176K +1,288 +38%
ZIC
1313
ZWJ Investment Counsel
Georgia
$638K +$7.77K +57 +1%
KMWM
1314
Keudell/Morrison Wealth Management
Oregon
$638K -$28.4K -208 -4%
AW
1315
Apricus Wealth
South Carolina
$635K
WBCM
1316
Wilson & Boucher Capital Management
California
$635K -$14.5K -106 -2%
AWM
1317
Absher Wealth Management
North Carolina
$633K +$133K +977 +27%
WAG
1318
Winthrop Advisory Group
Massachusetts
$633K -$74.3K -545 -11%
JWS
1319
Juncture Wealth Strategies
Arizona
$631K +$88.6K +650 +16%
CBTWT
1320
Community Bank & Trust (Waco, Texas)
Texas
$630K +$2.45K +18 +0.4%
CSB
1321
City State Bank
Iowa
$629K -$682 -5 -0.1%
WAAG
1322
Wealth Alliance Advisory Group
Kansas
$628K +$628K +4,609 New
LFA
1323
LifeGuide Financial Advisors
Pennsylvania
$625K -$15.1K -111 -2%
CCM
1324
Cohen Capital Management
California
$625K +$24.5K +180 +4%
AAS
1325
Annex Advisory Services
Wisconsin
$623K -$19K -139 -3%