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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 %
SWM
1551
Silverlake Wealth Management
Vermont
$385K +$1.36K +10 +0.4%
JWM
1552
Jeppson Wealth Management
California
$383K +$26.6K +195 +7%
CA
1553
Continuum Advisory
Idaho
$383K -$37.1K -280 -9%
MFC
1554
Mechanics Financial Corp
Ohio
$382K
YCG
1555
Yeomans Consulting Group
Georgia
$382K -$2.32K -17 -0.6%
CWA
1556
Choice Wealth Advisors
Maine
$381K -$7.64K -56 -2%
ATC
1557
Adirondack Trust Company
New York
$381K -$4.5K -33 -1%
LC
1558
Lindbrook Capital
California
$380K -$147K -1,079 -28%
AWM
1559
Angeles Wealth Management
California
$380K -$32.2K -236 -8%
FCP
1560
Fidelis Capital Partners
Florida
$377K +$84.9K +646 +29%
TNB
1561
Thomasville National Bank
Georgia
$377K -$28.6K -210 -7%
GTAM
1562
Global Trust Asset Management
Florida
$376K -$1.5K -11 -0.4%
YWS
1563
Yarger Wealth Strategies
Ohio
$376K +$92.4K +678 +33%
TBNY
1564
Trustco Bank (New York)
New York
$376K -$18.7K -137 -5%
LC
1565
LCNB Corp
Ohio
$375K -$51.1K -375 -12%
AW
1566
Atlas Wealth
Ohio
$375K -$375K -2,751 -50%
WEG
1567
World Equity Group
Illinois
$368K -$62.9K -461 -15%
WBG
1568
Wharton Business Group
Pennsylvania
$367K -$20.4K -150 -5%
AA
1569
AlphaMark Advisors
Kentucky
$366K +$28.7K +210 +8%
CIG
1570
CHB Investment Group
Pennsylvania
$365K +$365K +2,680 New
EWM
1571
Evermay Wealth Management
Virginia
$365K -$203K -1,492 -36%
PIA
1572
Perennial Investment Advisors
California
$365K +$121K +885 +49%
HP
1573
Hyperion Partners
Pennsylvania
$364K
RCWM
1574
Royal Capital Wealth Management
Indiana
$363K -$6.27K -46 -2%
SM
1575
Sweeney & Michel
California
$363K +$3.81K +28 +1%