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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 %
MA
1501
MKT Advisors
California
$423K -$12.9K -97 -3%
IA
1502
IFG Advisors
Missouri
$423K -$40.5K -297 -9%
JSL
1503
JT Stratford LLC
Georgia
$422K -$235K -1,722 -36%
BSTWA
1504
Blake Schutter Theil Wealth Advisors
Ohio
$421K +$421K +3,090 New
PWM
1505
Palumbo Wealth Management
New York
$420K +$409 +3 +0.1%
ARMT
1506
Amica Retiree Medical Trust
Rhode Island
$420K +$420K +3,083 New
ORG
1507
Optimist Retirement Group
Washington
$420K +$92.7K +680 +28%
WI
1508
WrapManager Inc
California
$420K -$265K -1,946 -39%
CANY
1509
Caxton Associates (New York)
New York
$419K +$419K +3,071 New
EGA
1510
E&G Advisors
Texas
$418K
DIA
1511
Dana Investment Advisors
Wisconsin
$418K -$32.7K -240 -7%
S
1512
SimplyRich
California
$418K +$198K +1,452 +90%
WCG
1513
Weaver Consulting Group
California
$416K +$12.1K +89 +3%
GL
1514
Graypoint LLC
New York
$416K +$187K +1,375 +82%
CCFM
1515
Clear Creek Financial Management
Washington
$416K +$60.1K +441 +17%
KP
1516
Keel Point
Alabama
$416K +$13.5K +99 +3%
CIA
1517
Cape Investment Advisory
Georgia
$415K +$90.4K +663 +28%
DI
1518
DAGCO Inc
Ohio
$415K -$54K -396 -12%
GHA
1519
GW Henssler & Associates
Georgia
$415K +$96.9K +711 +31%
FTC
1520
Farmers Trust Company
Ohio
$414K +$51.1K +375 +14%
MAV
1521
Mason & Associates (Virginia)
Virginia
$412K
FFM
1522
Forum Financial Management
Illinois
$412K
GCA
1523
Guardian Capital Advisors
Ontario, Canada
$410K
CAC
1524
Core Alternative Capital
Georgia
$410K -$3.68K -27 -0.9%
SWA
1525
Stratos Wealth Advisors
Ohio
$409K -$69.3K -508 -14%