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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 %
GSB
1451
Greenfield Savings Bank
Massachusetts
$470K +$159K +1,164 +51%
BFS
1452
Bard Financial Services
Connecticut
$467K -$4.35M -31,900 -90%
FHB
1453
First Hawaiian Bank
Hawaii
$465K +$9.82K +72 +2%
OC
1454
Oakworth Capital
Alabama
$465K -$140K -1,027 -23%
OP
1455
ORG Partners
Indiana
$463K +$23.2K +170 +5%
FFWA
1456
FRG Family Wealth Advisors
Washington
$462K -$117K -860 -20%
SVWAG
1457
Sound View Wealth Advisors Group
Georgia
$462K -$266K -1,952 -37%
PP
1458
Patten & Patten
Tennessee
$461K +$22.5K +165 +5%
PPP
1459
Private Portfolio Partners
New Jersey
$459K +$459K +3,363 New
SWM
1460
Segment Wealth Management
Texas
$456K -$5.86K -43 -1%
JAG
1461
Journey Advisory Group
Kentucky
$455K -$6.84K -50 -1%
TWM
1462
Thrive Wealth Management
Pennsylvania
$454K +$51K +374 +13%
AAP
1463
Arax Advisory Partners
Colorado
$454K -$9.14K -67 -2%
GIP
1464
Granite Investment Partners
California
$453K -$426K -3,124 -48%
NAM
1465
NTV Asset Management
West Virginia
$449K +$33.5K +246 +8%
MF
1466
Montis Financial
Massachusetts
$448K +$7.36K +54 +2%
PK
1467
Pflug Koory
Nebraska
$448K +$448K +3,287 New
CVA
1468
Central Valley Advisors
California
$446K +$446K +3,273 New
VIP
1469
Vista Investment Partners
Oklahoma
$446K +$545 +4 +0.1%
SCI
1470
S&CO Inc
Massachusetts
$445K
PCA
1471
Prosperity Capital Advisors
Ohio
$444K +$41.3K +303 +10%
DAC
1472
Dividend Assets Capital
South Carolina
$444K -$8.86K -65 -2%
WPW
1473
Waldron Private Wealth
Pennsylvania
$443K -$58.4K -428 -12%
FCH
1474
Freestone Capital Holdings
Washington
$441K -$317K -2,324 -42%
LWP
1475
LMG Wealth Partners
Louisiana
$441K +$3.55K +26 +0.8%