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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 %
EIP
1426
Ellis Investment Partners
Pennsylvania
$491K -$16.5K -121 -3%
SB
1427
Simmons Bank
Arkansas
$491K -$100K -735 -17%
SIMG
1428
Sonora Investment Management Group
Arizona
$490K +$244K +1,793 +100%
HIA
1429
Harbor Investment Advisory
Maryland
$488K -$281K -2,059 -36%
PFA
1430
Pathway Financial Advisors
Vermont
$487K +$1.91K +14 +0.4%
CFP
1431
Cascade Financial Partners
California
$487K -$6.57K -50 -1%
PWP
1432
Phillips Wealth Planners
Mississippi
$487K -$35.5K -261 -7%
IP
1433
Ignite Planners
California
$485K -$545 -4 -0.1%
SIM
1434
Sentry Investment Management
Wisconsin
$485K +$355K +2,605 +274%
LCM
1435
Liberty Capital Management
Michigan
$482K
FLI
1436
Family Legacy Inc
South Carolina
$481K
Lazard Asset Management
1437
Lazard Asset Management
New York
$481K -$475K -3,489 -50%
V
1438
ViaWealth
Kansas
$480K
WP
1439
WealthShield Partners
North Carolina
$479K +$172K +1,258 +56%
RBC
1440
Roble Belko & Company
Pennsylvania
$479K
HPC
1441
HM Payson & Co
Maine
$479K -$103K -753 -18%
BHCM
1442
Brevan Howard Capital Management
Jersey
$478K +$478K +3,509 New
EWA
1443
EverSource Wealth Advisors
Alabama
$478K -$53.3K -391 -10%
CNFG
1444
Creegan & Nassoura Financial Group
New Hampshire
$478K -$13.4K -98 -3%
VCM
1445
Versant Capital Management
Arizona
$476K +$19.4K +142 +4%
PCM
1446
Penserra Capital Management
California
$475K +$5.58K +41 +1%
WAG
1447
Wallace Advisory Group
California
$475K
AIC
1448
Archer Investment Corporation
Indiana
$473K +$409 +3 +0.1%
EHWM
1449
Eads & Heald Wealth Management
Georgia
$472K +$7.23K +53 +2%
BIM
1450
Bridges Investment Management
Nebraska
$470K -$74.9K -549 -14%