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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 %
WWC
1626
Waypoint Wealth Counsel
Georgia
$328K +$6.41K +47 +2%
WFS
1627
Walker Financial Services
Kentucky
$328K +$1.63K +11 +0.5%
CHA
1628
Carmichael Hill & Associates
Maryland
$328K +$28.1K +206 +9%
PCH
1629
PGIM Custom Harvest
New Jersey
$328K +$328K +2,405 New
RPCONE
1630
Retirement Planning Company of New England
Rhode Island
$328K +$52.5K +385 +19%
LA
1631
Lifeworks Advisors
Michigan
$327K +$69.4K +509 +27%
SSG
1632
Summit Securities Group
New York
$327K +$327K +2,400 New
CIS
1633
Capital International Sarl
California
$327K +$121K +887 +59%
AFP
1634
Ausdal Financial Partners
Iowa
$326K -$25.6K -188 -7%
WMA
1635
Wealth Management Associates
New Jersey
$326K +$106K +779 +48%
AB
1636
Atlas Brown
Kentucky
$325K +$955 +7 +0.3%
EFG
1637
Embree Financial Group
Illinois
$325K +$325K +2,385 New
HW
1638
Hancock Whitney
Mississippi
$324K -$15.4K -113 -5%
AG
1639
AlTi Global
New York
$323K -$38.3K -281 -11%
NHT
1640
New Hampshire Trust
New Hampshire
$323K -$7.09K -52 -2%
DTC
1641
Davidson Trust Company
Washington
$322K -$22.6K -166 -7%
DWM
1642
Drive Wealth Management
Utah
$322K -$84.2K -618 -21%
CAWM
1643
Capital Advisors Wealth Management
Washington
$321K -$17.7K -130 -5%
WC
1644
Westhampton Capital
North Carolina
$321K
A
1645
AlphaQuest
New York
$321K -$823K -6,035 -72%
BFA
1646
Bill Few Associates
Pennsylvania
$321K +$9.82K +72 +3%
DDC
1647
DF Dent & Co
Maryland
$320K
CTA
1648
Colonial Trust Advisors
South Carolina
$320K -$7.09K -52 -2%
MWM
1649
Massachusetts Wealth Management
Massachusetts
$320K -$470K -3,445 -59%
ICM
1650
IMS Capital Management
Oregon
$320K +$545 +4 +0.2%