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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 %
CC
1376
Chicago Capital
Illinois
$592K
QWM
1377
Quadcap Wealth Management
Texas
$590K -$22.9K -182 -4%
WAG
1378
Winthrop Advisory Group
Massachusetts
$590K +$4.41K +35 +0.8%
FFBTD
1379
First Financial Bank - Trust Division
Ohio
$589K -$10.7K -85 -2%
CI Investments Inc
1380
CI Investments Inc
Ontario, Canada
$587K -$3.44M -27,253 -85%
WBCM
1381
Wilson & Boucher Capital Management
California
$587K
CSB
1382
City State Bank
Iowa
$586K +$4.16K +33 +0.7%
GWM
1383
Greenwich Wealth Management
Connecticut
$586K +$53.1K +421 +10%
FIM
1384
Fernwood Investment Management
Massachusetts
$585K +$22.1K +175 +4%
CBTWT
1385
Community Bank & Trust (Waco, Texas)
Texas
$583K +$378 +3 +0.1%
CCA
1386
Coign Capital Advisors
Utah
$583K +$583K +4,620 New
AWM
1387
Angeles Wealth Management
California
$582K +$231K +1,829 +66%
AW
1388
Apricus Wealth
South Carolina
$581K -$6.31K -50 -1%
RMAM
1389
Raab & Moskowitz Asset Management
New Jersey
$581K -$32.4K -257 -5%
AA
1390
Ancora Advisors
Ohio
$581K +$14.9K +118 +3%
MSFS
1391
Main Street Financial Solutions
Pennsylvania
$580K -$504K -3,994 -46%
CCM
1392
Cohen Capital Management
California
$578K
AAS
1393
Annex Advisory Services
Wisconsin
$578K +$1.89K +15 +0.3%
HNWAG
1394
High Net Worth Advisory Group
Florida
$578K -$109K -868 -16%
SW
1395
SteelPeak Wealth
California
$578K -$3.43M -27,189 -86%
VA
1396
Valmark Advisers
Ohio
$577K -$56.2K -446 -9%
CIAS
1397
CFS Investment Advisory Services
New Jersey
$574K -$293K -2,329 -34%
LCWP
1398
Legacy Capital Wealth Partners
Arkansas
$573K -$230K -1,821 -29%
VAM
1399
Verity Asset Management
North Carolina
$572K -$342K -2,790 -37%
MNBTD
1400
Moody National Bank Trust Division
Texas
$570K -$850K -6,740 -60%