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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 %
GIM
1376
Guardian Investment Management
California
$556K
JWA
1377
JFS Wealth Advisors
Pennsylvania
$555K -$17.7K -130 -3%
LSAG
1378
Lake Street Advisors Group
New Hampshire
$555K -$101K -740 -15%
TPI
1379
Trust Point Inc
Wisconsin
$554K +$5.45K +40 +1%
DAM
1380
Diamant Asset Management
Connecticut
$554K +$15K +110 +3%
JF
1381
Jump Financial
Illinois
$552K -$575K -4,216 -51%
SSWM
1382
Smith Salley Wealth Management
North Carolina
$551K +$7.09K +52 +1%
ATIA
1383
American Trust Investment Advisors
New Hampshire
$551K +$551K +4,040 New
QCG
1384
Quadrant Capital Group
Ohio
$551K -$50.3K -369 -8%
FHA
1385
Flagship Harbor Advisors
Massachusetts
$550K +$550K +4,035 New
RL
1386
Rogco LP
Oklahoma
$549K -$3.41K -25 -0.6%
PAG
1387
Powers Advisory Group
Illinois
$548K +$4.64K +34 +0.9%
PFWA
1388
Paces Ferry Wealth Advisors
Georgia
$547K -$40.9K -300 -7%
PIM
1389
Profit Investment Management
Maryland
$545K
ESBC
1390
E.S. Barr & Co
Kentucky
$543K -$818 -6 -0.2%
ALAM
1391
Asahi Life Asset Management
Japan
$543K +$543K +3,980 New
NAS
1392
Nicolet Advisory Services
Wisconsin
$543K -$139K -1,062 -20%
BO
1393
Bank OZK
Arkansas
$542K +$8.32K +61 +2%
AC
1394
Arjuna Capital
North Carolina
$541K +$541K +3,969 New
NEWAS
1395
N.E.W. Advisory Services
Wisconsin
$540K +$217K +1,593 +67%
CSC
1396
Caldwell Sutter Capital
California
$540K +$34.4K +252 +7%
PPWM
1397
Paragon Private Wealth Management
Kentucky
$539K -$31.4K -230 -6%
SIS
1398
Strategic Investment Solutions
Illinois
$538K -$53K -389 -9%
SOS
1399
Silver Oak Securities
Tennessee
$534K +$83.2K +620 +18%
SAM
1400
S.A. Mason
Michigan
$534K -$13K -95 -2%