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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 %
FCB
1476
First County Bank
Connecticut
$491K -$160K -1,269 -25%
EWA
1477
EverSource Wealth Advisors
Alabama
$490K +$47.7K +378 +11%
GSB
1478
Greenfield Savings Bank
Massachusetts
$488K +$53.8K +427 +12%
CI
1479
Conning Inc
Connecticut
$486K -$90.5K -718 -16%
GIM
1480
Guardian Investment Management
California
$479K -$34.7K -275 -7%
SFG
1481
Shum Financial Group
California
$479K -$148K -1,175 -24%
IFU
1482
iSAM Funds (UK)
United Kingdom
$478K +$478K +3,794 New
JSW
1483
Journey Strategic Wealth
New Jersey
$478K +$156K +1,236 +48%
SAM
1484
S.A. Mason
Michigan
$478K -$15.8K -125 -3%
BCP
1485
Berkeley Capital Partners
Georgia
$476K -$497K -3,939 -51%
DW
1486
Durante & Waters
New York
$474K +$126 +1 +0%
PIM
1487
Profit Investment Management
Maryland
$474K -$30.9K -245 -6%
CWA
1488
Centerline Wealth Advisors
Kentucky
$470K +$470K +3,727 New
SA
1489
Sylvest Advisors
Texas
$470K +$470K +3,727 New
FSA
1490
Franklin Street Advisors
North Carolina
$469K
FLI
1491
Family Legacy Inc
South Carolina
$468K +$20.3K +160 +5%
HWA
1492
Heritage Wealth Advisors
Virginia
$468K +$1.39K +11 +0.3%
Walleye Trading
1493
Walleye Trading
New York
$467K +$467K +3,704 New
KFS
1494
Keynote Financial Services
Connecticut
$467K +$8.2K +65 +2%
AFG
1495
ABLE Financial Group
Arizona
$464K +$464K +3,683 New
SJIM
1496
St. Johns Investment Management
Florida
$463K -$58.6K -465 -11%
SWMG
1497
Sard Wealth Management Group
Georgia
$461K +$126 +1 +0%
OBWG
1498
Onyx Bridge Wealth Group
New York
$461K +$461K +3,656 New
CA
1499
Claro Advisors
Massachusetts
$461K -$31.9K -253 -6%
RDIA
1500
RE Dickinson Investment Advisors
Iowa
$460K