UPS icon

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 %
SOAMC
1601
Spirit of America Management Corp
New York
$348K
FMP
1602
Financial Management Professionals
Texas
$345K +$19K +139 +6%
TT
1603
TI-Trust
Illinois
$343K
SP
1604
Stonebrook Private
Michigan
$342K -$150K -1,103 -31%
AAM
1605
Austin Asset Management
Texas
$342K
MMHP
1606
Murphy Middleton Hinkle & Parker
Georgia
$341K -$26.3K -193 -7%
BB
1607
Busey Bank
Illinois
$341K -$19K -139 -5%
RMCM
1608
Reynders McVeigh Capital Management
Massachusetts
$338K -$24.7K -181 -7%
UF
1609
Univest Financial
Pennsylvania
$338K +$338K +2,479 New
SRC
1610
Shufro Rose & Co
New York
$337K
BL
1611
Balentine LLC
Georgia
$337K +$337K +2,472 New
GM
1612
GeoWealth Management
Illinois
$337K -$33.3K -244 -9%
CCA
1613
Cobblestone Capital Advisors
New York
$337K +$5.59K +41 +2%
MS
1614
Maven Securities
Jersey
$337K +$337K +2,470 New
FGA
1615
Fortis Group Advisors
New Jersey
$336K +$273 +2 +0.1%
IIM
1616
Ipswich Investment Management
Massachusetts
$336K -$35.6K -261 -10%
AWAP
1617
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$336K +$4.23K +31 +1%
LNB
1618
Ledyard National Bank
$336K -$49.9K -366 -13%
CG
1619
Clifford Group
Massachusetts
$336K -$194K -1,425 -37%
BIG
1620
Brooklyn Investment Group
New York
$336K +$336K +2,461 New
AFG
1621
Allegheny Financial Group
Pennsylvania
$333K +$3.41K +25 +1%
SAW
1622
Signal Advisors Wealth
Michigan
$333K +$333K +2,440 New
AWM
1623
Avior Wealth Management
Nebraska
$332K -$63K -462 -16%
PIM
1624
Plato Investment Management
Australia
$332K
CPRC
1625
Consolidated Portfolio Review Corp
New York
$329K +$329K +2,413 New