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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 %
AGWCA
1651
Annis Gardner Whiting Capital Advisors
Florida
$317K +$37.6K +276 +13%
E
1652
ETFidea
New York
$317K -$1.36K -10 -0.4%
BTWM
1653
Baker Tilly Wealth Management
Wisconsin
$316K -$48K -352 -13%
WKWM
1654
Walter & Keenan Wealth Management
Indiana
$316K -$50.7K -372 -14%
WPC
1655
Wedmont Private Capital
Pennsylvania
$316K +$44.3K +338 +16%
3F
1656
360 Financial
Minnesota
$315K
SIC
1657
Salem Investment Counselors
North Carolina
$315K -$20.9K -153 -6%
CFD
1658
Creative Financial Designs
Indiana
$314K +$67.9K +498 +28%
1WA
1659
180 Wealth Advisors
Washington
$314K +$103K +755 +49%
CRI
1660
Colonial River Investments
Virginia
$314K +$35.3K +259 +13%
NB
1661
Nicolet Bankshares
Wisconsin
$313K -$6.82K -50 -2%
CCG
1662
Catalina Capital Group
California
$313K +$69.9K +513 +29%
SCM
1663
Sollinda Capital Management
Florida
$313K
FPWM
1664
FSB Premier Wealth Management
Iowa
$313K +$45.4K +333 +17%
TVAMP
1665
Tennessee Valley Asset Management Partners
Tennessee
$312K +$312K +2,288 New
AC
1666
Avestar Capital
New York
$311K -$20.9K -153 -6%
BMC
1667
Beaton Management Company
Massachusetts
$310K
OFS
1668
OneAscent Financial Services
Alabama
$309K +$309K +2,266 New
LWM
1669
Lyell Wealth Management
California
$309K
LA
1670
LexAurum Advisors
Kansas
$308K -$6.55K -48 -2%
LIA
1671
Lynx Investment Advisory
District of Columbia
$308K -$6.82K -50 -2%
LA
1672
Lane & Associates
New Jersey
$307K +$3.95K +29 +1%
PTP
1673
Platform Technology Partners
New York
$306K +$43.8K +321 +17%
GWANC
1674
Guardian Wealth Advisors (North Carolina)
North Carolina
$306K -$44.9K -329 -13%
OQS
1675
Occudo Quantitative Strategies
Florida
$306K -$1.29M -9,458 -81%