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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 %
CBT
1576
CoreFirst Bank & Trust
Kansas
$362K +$72.3K +530 +25%
FMTC
1577
Farmers & Merchants Trust Company
California
$362K -$25.6K -188 -7%
SEM
1578
Suncoast Equity Management
Florida
$362K
HI
1579
Human Investing
Oregon
$361K +$5.59K +41 +2%
RCA
1580
Ranch Capital Advisors
Florida
$361K +$682 +5 +0.2%
AHL
1581
Abel Hall LLC
Louisiana
$359K +$9.68K +71 +3%
HWA
1582
HCR Wealth Advisors
California
$358K
CWM
1583
Compass Wealth Management
Connecticut
$358K -$492K -3,610 -58%
WAM
1584
Weatherly Asset Management
California
$357K
CTB
1585
Country Trust Bank
Illinois
$357K
NCTC
1586
New Covenant Trust Company
Indiana
$357K +$47.7K +355 +15%
FCA
1587
FLC Capital Advisors
California
$356K +$83.8K +615 +31%
MIA
1588
MeadowBrook Investment Advisors
Michigan
$356K +$251K +1,840 +239%
CCA
1589
Childress Capital Advisors
Texas
$355K -$87.7K -643 -20%
WQ
1590
Wealth Quarterback
New Jersey
$355K -$432K -3,170 -55%
PC
1591
Peavine Capital
Nevada
$354K
EWA
1592
ERTS Wealth Advisors
Michigan
$352K -$43.1K -316 -11%
CFS
1593
Cannon Financial Strategists
Georgia
$352K +$22.2K +163 +7%
HIIFS
1594
Harel Insurance Investments & Financial Services
Israel
$352K +$12.3K +90 +4%
DFA
1595
Delta Financial Advisors
Louisiana
$352K +$1.36K +10 +0.4%
CI
1596
Cambiar Investors
Colorado
$351K -$13.9K -102 -4%
CFP
1597
Catalyst Financial Partners
Massachusetts
$351K -$31.8K -233 -8%
MIG
1598
McGuire Investment Group
Rhode Island
$349K +$1.09K +8 +0.3%
RC
1599
Rovin Capital
Arizona
$349K +$349K +2,562 New
JSW
1600
Journey Strategic Wealth
New Jersey
$348K +$348K +2,556 New