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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 %
ANBT
1476
American National Bank & Trust
Texas
$440K
SIC
1477
Sterling Investment Counsel
New York
$439K +$2.45K +18 +0.6%
LWL
1478
Leo Wealth LLC
Texas
$437K +$163K +1,197 +60%
AWM
1479
Accurate Wealth Management
Florida
$436K -$401 -3 -0.1%
KIG
1480
Kennedy Investment Group
New Jersey
$436K -$1.77K -13 -0.4%
CWG
1481
Cornerstone Wealth Group
North Carolina
$435K +$37.2K +273 +9%
FFS
1482
Founders Financial Securities
Maryland
$434K -$252K -1,848 -37%
MFG
1483
MidWestOne Financial Group
Iowa
$433K +$1.36K +10 +0.3%
TAM
1484
Titleist Asset Management
Texas
$433K +$433K +3,177 New
LWM
1485
Liberty Wealth Management
California
$433K -$159K -1,166 -27%
BIAS
1486
Beacon Investment Advisory Services
New Jersey
$433K -$501K -3,676 -54%
CIC
1487
Cutler Investment Counsel
Oregon
$432K -$57K -418 -12%
FMLI
1488
Fukoku Mutual Life Insurance
Japan
$431K
VCP
1489
Verus Capital Partners
Arizona
$430K +$25.1K +184 +6%
FFO
1490
Fortitude Family Office
Arizona
$430K +$71.3K +523 +20%
PCS
1491
Personal CFO Solutions
New Jersey
$429K -$9.27K -68 -2%
GCP
1492
GSA Capital Partners
United Kingdom
$429K -$12.7K -93 -3%
EC
1493
Eaton-Cambridge
Arizona
$428K -$16.6K -122 -4%
EWA
1494
Encompass Wealth Advisors
Oregon
$427K
FCA
1495
Fortis Capital Advisors
Kansas
$426K +$6.14K +45 +1%
CFFP
1496
Center for Financial Planning
Michigan
$426K
KFA
1497
Krane Funds Advisors
New York
$424K +$424K +3,111 New
AWAU
1498
Alliance Wealth Advisors (Utah)
Utah
$424K +$77.2K +566 +22%
DWM
1499
Dechtman Wealth Management
Colorado
$423K +$5.32K +39 +1%
TAM
1500
Tucker Asset Management
Colorado
$423K +$76.1K +558 +22%