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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 %
CI
1326
Conning Inc
Connecticut
$623K -$46.8K -343 -7%
FFN
1327
Focus Financial Network
Minnesota
$620K -$72.2K -529 -10%
MAG
1328
MRA Advisory Group
New Jersey
$619K +$48.4K +355 +8%
LA
1329
LVW Advisors
New York
$615K -$86.2K -632 -12%
SAM
1330
Smartleaf Asset Management
Massachusetts
$614K -$37.2K -277 -6%
NWAG
1331
Net Worth Advisory Group
Utah
$612K +$612K +4,488 New
TL
1332
Tradewinds LLC
North Carolina
$612K +$11K +81 +2%
AA
1333
Ancora Advisors
Ohio
$612K +$56.2K +412 +10%
SC
1334
Syon Capital
California
$612K -$114K -835 -16%
WSC
1335
Wellington Shields & Co
New York
$611K +$49.1K +360 +9%
BLC
1336
Brown, Lisle/Cummings
Rhode Island
$610K +$143K +1,050 +31%
FIM
1337
Fernwood Investment Management
Massachusetts
$608K -$27.3K -200 -4%
WFA
1338
WestHill Financial Advisors
California
$607K +$273 +2 +0%
PWP
1339
Private Wealth Partners
California
$607K +$232K +1,700 +62%
SRSA
1340
S.R. Schill & Associates
Washington
$605K -$44.7M -328,095 -99%
ECA
1341
Elevated Capital Advisors
Utah
$605K +$49.6K +364 +9%
SF
1342
Symphony Financial
Texas
$605K +$605K +4,518 New
SCM
1343
Schnieders Capital Management
California
$602K -$198K -1,453 -25%
ACM
1344
Allred Capital Management
Texas
$601K -$5.05K -37 -0.8%
NCM
1345
NCM Capital Management
New Jersey
$600K +$127K +931 +27%
AGA
1346
Accuvest Global Advisors
Utah
$599K +$599K +3,068 New
SMC
1347
Smith, Moore & Co
Missouri
$599K -$8.86K -65 -1%
SAM
1348
Shell Asset Management
Netherlands
$598K +$598K +4,384 New
VNA
1349
Valley National Advisers
Pennsylvania
$596K -$759K -5,575 -56%
KA
1350
Kovack Advisors
Florida
$596K +$28K +205 +5%